Miranda Lumer is Arizona Regional Manager for the Arizona Wealth Management group, as well as Director of Wealth Planning for MidFirst Bank.
As Arizona Regional Manager, her responsibilities include leading the Wealth Management professionals in Arizona who offer investment and fiduciary services using a customized and comprehensive approach to wealth and portfolio management for individuals, families and non-profit organizations.
Ms. Lumer also serves as Director of Wealth Planning. Wealth Planning provides a continuum of planning services for clients, including affluent families, senior executives and business owners. In her role, Ms. Lumer partners and collaborates to set firm-wide strategy, influence cultural change across MidFirst, and drive projects designed to grow and evolve Wealth Planning services.
Prior to joining MidFirst, Ms. Lumer worked at various major financial firms consulting with high-net-worth families on wide-ranging planning matters. Before transitioning to financial services, Ms. Lumer practiced law as an estate and tax planning attorney where she advised clients on wealth transfer strategies, estate and gift tax strategies, business succession, and asset protection matters.
Ms. Lumer received her Juris Doctor from the Sandra Day O’Connor College of Law at Arizona State University, and her Bachelor of Science in Economics, summa cum laude, from the W.P. Carey School of Business at Arizona State University. Miranda is a licensed member of the State Bar of Arizona and serves on the board of Ballet Arizona.