Meet the Team

Since 1999, Carl Lutz has helped more than 400 families and business owners create financial security. Today he spends much of his time ..

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 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...

Since 2018, Matt has been helping young professionals build a strong financial foundation for their future. In January, 2020 he joined Carl Lutz's team to continue his work with young professionals to financially prepare for their...