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Peg Lutz, CFP®, CDFA™

Peg Lutz, CFP®, CDFA

Operations Manager

Peg joined Waddell & Reed in 1999. In 2005, Peg earned the CERTIFIED FINANCIAL PLANNER™ mark. After seeing a need, Peg received her designation as a CDFA™ (Certified Divorce Financial Analyst) in 2010. Peg can work with individuals and couples going through a divorce, assisting them in making informed financial decisions that will affect them now and into their future. In 2009, Peg also went through a program to learn effective ways of reducing and staying out of debt. Although this is not a primary focus of Peg’s practice, it is an important factor in a client’s financial future and should be considered when planning. In 2018, Peg, along with her partner and spouse, Paul Singer, co-founded Connect Financial. In her twentieth year, Peg continues to advise clients and has added the role of Operations Manager for Connect Financial.

In her spare time, Peg likes to travel, read, and enjoys the outdoors and an active lifestyle. Peg lives with Paul and their two cats.

05/19