Team

Since 1999, Carl has served more than 400 families and business owners in the area of building and protecting wealth. Having owned a family business with his father for 16 years and employing over 20 people, Carl has the ability to...

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...