Team

I believe that most people are experiencing some internal turmoil over the “right” thing to do with their finances. Whether it be over cash flow decisions, estate planning, wealth management, investing...

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...