Team
Carl Lutz, ChFC®, RICP®, CExP™
Financial Advisor
Since 1999, Carl Lutz has helped more than 400 families and business owners create financial security. Today he spends much of his time ..
Douglas Miller, CLU
Financial Advisor
douglas.miller@allianceadvisorygroup.com
Since 1992, Doug Miller has served hundreds of families and business owners in the area of building and protecting wealth. Just recently, in order to perpetuate a legacy of service and value to his clients...
Mary Jo Hollingshead
Administrative Assistant
Mary Jo joined the Lutz & Associates team in the summer of 2014. She comes to us with a wide range of experience in both pharmaceutical and e-commerce industries in various client services roles where her focus has always been on...
James R. Fashano
President
james.fashano@allianceadvisorygroup.com
Rocky Martini
Financial Representative
rocky.martini@allianceadvisorygroup.com
Rocky Martini joined Alliance Advisory Group as a financial representative in June 2014. Previously, he had the opportunity to support the daily operations and customer needs of his family's business as the lead store manager for...
Matt Vahue, CLF
Regional Director
MATTHEW.VAHUE@ALLIANCEADVISORYGROUP.COM