Omaha, Neb.,– Lutz, a Nebraska-based business solutions firm, welcomes Meghan Mullen and Jessica Schaaf to the Lutz Financial team.
Meghan Mullen joins the firm as a receptionist, where she is responsible for client inquiries as well as coordinating communications between clients and advisors. Meghan received her Bachelor’s degree in dietetics from the University of Nebraska.
As a client service associate, Jessica Schaaf is responsible for the preparation and filing of client data as well as ensuring an exceptional client experience during every interaction. Jessica received her Bachelor’s degree in business administration from the University of Nebraska at Omaha.
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.