402.778.7961

awells@lutz.us

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AUSTIN WELLS + RETIREMENT PLAN SPECIALIST & INVESTMENT ADVISER

Austin Wells is a Retirement Plan Specialist and Financial Adviser at Lutz Financial. With 5+ years of relevant experience, he specializes in retirement plan consulting for business owners, individuals and families. In addition, he is responsible for providing investment advisory services, fiduciary guidance and plan design and analyses. He lives in Omaha, NE.

AREAS OF FOCUS
  • Retirement Plan Consulting
  • Investment Advisory Services
  • Participant Education
  • Provider & Fee Benchmarking
  • Fiduciary Guidance
  • Plan Design & Analysis
AFFILIATIONS & CREDENTIALS
  • Financial Planning Association, Member
EDUCATIONAL BACKGROUND
  • BSBA, University of Nebraska, Omaha, NE

Achiever | Learner | Competition | Adaptability | Relator

CONTACT AUSTIN WELLS

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