Jaime Briganti

Client Service Director at Lutz

Jaime Briganti is the Client Service Director at Lutz Financial. With 12+ years of relevant experience, she specializes in implementing internal policies and procedures regarding operational activities and workflows. In addition, she is responsible for managing the operations team and assists advisers in the process of converting potential leads into clients.

Org chart

Mark Duren

Managing Shareholder

Matthew Gilg

Senior Accountant

Kayla Schulte

Accounting Manager

Kristen Curtis

Seasonal

Lauren Duren

Client Accounting Services & Healthcare Director

Matt Longenecker

Tech Director

Alec Lake

Senior Accountant

Timeline

  • Client Service Director

    Current role

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