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Stephanie A. Lutz

Manager of Client Services

Financial Strategy

    Understanding the critical need for timely client communication, Stephanie processes requests and forms with importance and care. With over 12 years of experience in the financial planning industry, she delivers excellence in client service, technology and relationships.  Stephanie reigns as a key team member at Olson Wealth Group to guide operations and scheduling, and to assure client satisfaction.

    “I’m thankful for the privilege to help clients and their families in a way that really matters in their lives,” she is happy to say. “Eager to help people and see things through to completion, my goal is to assure that clients leave happy.” At the end of the day, she finds satisfaction in knowing she exceeded their expectations.

    Stephanie is married and has two cats, lovingly referred to as her “fuzzy kids.” In her spare time, she enjoys reading, painting, writing, gaming, and bird-watching.

     

    Securities offered through LPL Financial. Member FINRA/SIPC.
    Check the background of this investment professional on FINRA’s BrokerCheck.

     

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