STACIE KINNISON + OPERATIONS MANAGER
As Operations Manager of Lutz Financial, Stacie fills the leadership role in building, implementing, enhancing, and overseeing all of the firm’s systems, processes, workflows and procedures. In addition, she plays a critical role in ensuring that the firm is meeting its service commitments to its clients in a manner that is efficient, economical, motivating and compliant with all applicable rules and policies. Stacie also takes the lead and is actively involved with the firm’s technology initiatives.
With over 15 years industry experience, Stacie has been with Lutz Financial since it was founded in 2001. She enjoys investigating new problems and great, intriguing ideas by using a combination of logic and imagination. Often quoting the old English proverb, “Where there’s a will, there’s a way”, Stacie strives for effectiveness always and for improving the system with determination and creativity.
- BSBA, Iowa State University, Ames, IA