About Brookie
Brookie Lutz joined USAA in 2004 and currently is a CERTIFIED FINANCIAL PLANNER™ and an advice director in the Enterprise Advice Group. In this role, she helps establish USAA’s advice standards and create meaningful personal finance content designed to facilitate members’ financial security.
She started her advice career in 2000 as a financial advisor before joining USAA as an investment sales and service advisor. She has held leadership roles in USAA’s Financial Advice & Services and Wealth Management organizations and was a development product manager in Governance Risk and Compliance, leading the development and enhancements of many of USAA’s risk applications. In her current role, she focuses on advice content about property and casualty insurance.
Brookie is a graduate of Texas A&M University. In addition to being a CFP®, she earned a Certified Regulatory and Compliance Professional (CRCP)® certificate from the FINRA Institute at Georgetown and is Six Sigma Green Belt and SAFe® certified.
Brookie and her husband live in Kerrville, TX and have four kids.