Omaha, Neb. - Lutz, a Nebraska-based business solutions firm, welcomes Stephanie Bailey and Sam Rickett to the Lutz Financial team.
As a client service specialist, Stephanie is responsible for working closely with clients and custodians to provide an exceptional experience during every interaction. She received her Bachelor’s degree in business management from Bellevue University.
As a 401(k) client service associate, Sam focuses on working closely with clients to provide an exceptional experience through retirement plan consulting and employee benefits plan design. She graduated from Iowa State University and has completed multiple Retirement Plan Fundamentals courses and brings over four years of experience working with 401(k) plans.
About Lutz Financial
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest business solutions firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service.
Lutz Financial specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. We offer professional financial counseling and investment management services for a fee.