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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Alec Johnston, Senior Financial Planner, began his career in 2020. After gaining experience in client services and new account development in the financial services industry, he joined Lutz Financial where he supports the firm's wealth management services.
Collaborating closely with advisors, Alec oversees the trade desk while providing detailed financial planning solutions for high-net-worth individuals, families, and businesses. He conducts portfolio analysis, implements trade requests, and assists with complex financial scenarios. Alec values working in a team environment and helping clients achieve their financial goals through thoughtful planning and strategic investment management.
Johnston lives in Omaha, NE. Outside the office, he can be found reading, golfing, cheering on Creighton basketball, and spending time with friends.