Katie Lutz

Moving from California to Colorado at a young age, I was raised here in Lone Tree, Colorado. I attended the University of Northern Colorado where I got my bachelor’s degree in Business Administration with an emphasis in Management.

I have about 10 years of experience in customer service, client support, workflow management, and operational organization. I manage day-to-day client communications, resolve complex inquiries, and streamline the administrative processes to ensure a seamless client experience. Passionate about building lasting relationships and creating efficient systems, I take pride in being a reliable bridge between clients and their Financial Professional. 

I also hold the FINRA Series 7 and Series 66 licenses, which have enhanced my understanding of investment products, market mechanics, and financial planning concepts. This knowledge complements my ability to provide administrative and operational support to clients as they work toward their financial goals.

Outside of work, I enjoy water skiing, camping, golfing, hiking,yoga, and photography. I have a dog Bentley (Benny) who is a male shih tzu.