John Lutz

John Lutz has over 20 years of experience in the financial industry, with a focus on retirement plans and mutual funds. John began their career as a Retirement Plan Specialist at Evergreen Investments and then moved on to roles as an Internal Wholesaler at Fidelity Investments and a Regional Sales Representative at Nationwide Insurance. In 2005, they joined DWS Investments as a Senior Vice President, where they supported Financial Advisors and Consultants in selling retirement plans and mutual funds. In 2010, they became the Director of Business Development at Principal Financial Group, where they drove increased market share and recruited new Advisors. From 2016 to 2018, John served as a Regional Vice President at CUNA Mutual Retirement Solutions, where they established relationships with Financial Advisors and developed investment strategies. Currently, they are working as a Regional Sales Director at BPAS.

John Lutz obtained a Bachelor's Degree in Creative Writing and English Literature from Ohio University, completing their education from 1990 to 1994.