Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Charles Day Lutz, IV (Chip)
President | CEO, Lutz Legacy Wealth Management
Executive Financial Advisor, Osaic Institutions
(210) 338-9712
Cindy Lutz
Vice President Operations
(210) 338-9712
Rose Davila
Executive Investment Associate
(210) 338-9712
Rose is a Texas native, wife and mother to a son. She has been serving her community in the financial services industry for almost 45 years. Rose holds a Series 6, 7, 63 as well as a life insurance license in Texas. Rose enjoys...
Xavier Garza
Investment Associate
(210) 338-9712