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Austin Wells, CFP®

Retirement Plan Consultant & Investment Advisor
Austin Wells is a Retirement Plan Consultant & Investment Advisor at Lutz Financial. He began his career in 2014. Austin specializes in consulting corporate entities and executive teams on retirement plan offerings, including Qualified and Non-Qualified plan designs. In addition, he is responsible for providing investment advisory services, employee education, fiduciary compliance, and plan design and analyses. He lives in Omaha, NE, with his wife Kelsey and their son Campbell.
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Areas of Focus
  • Retirement Plan Consulting
  • Investment Advisory Services
  • Participant Education
  • Comprehensive Financial Planning
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Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • Nonqualified Plan Advisor (NQPA™)
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Community Service
  • Lutz Gives Back, Volunteer
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Educational Background
  • BSBA, University of Nebraska, Omaha, NE
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Austin Wells, CFP®