Omaha, Neb. – Lutz, a Nebraska-based business solutions firm, welcomes Joe Carlson to its Omaha office’s financial division.
Joe joins Lutz Financial as a Financial Planner. He is responsible for assisting Lutz Financials’ advisers in the preparation of financial plans, as well as managing daily service requests from clients. Carlson received his Bachelor’s degree in business administration with a focus in finance from the University of Nebraska at Lincoln.
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.