MEET OUR TEAM
Kim Lutes, CFP®, CLU®, AAMS®
Wealth Advisor
(727) 914-2596
Kim started her journey in the life insurance industry in 1991, where she first was first exposed to financial services. With 14 years of securities licensing, she brings a wealth of knowledge to her practice. Kim received her...
Julie D. Willis, FPQP®
Senior Client Service Associate
Julie brings many years of varied industry experience to Lutes Wealth Planning. She has a passion for providing clients with high-quality service and enjoys getting to know each client by spending the extra time building...
CONTACT OUR OFFICE
Feel free to reach out to us to schedule a consultation and learn more about how we can help you strive for your financial goals. We look forward to working with you!