%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1).jpg)
Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(4)%20(1).jpg)
For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)

Read our latest financial market updates and sign up to receive them straight to your inbox.
%20(1)-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1)-1.jpg)
Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(1)-1.jpg)
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(3)%20(1).jpg)

Get the latest news and insights on relevant topics that matter most to you.
We have dedicated industry groups to ensure our clients receive tailored advice and strategies to stay ahead of the curve.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Lutz, a Nebraska-based business solutions firm, recently added Jon Fagan as Chief Information Officer (CIO). He brings more than 25 years of leadership experience spanning cloud services, enterprise architecture, cybersecurity, operations, and analytics.
As CIO, Fagan is responsible for leading the firm's technology strategy, including cybersecurity, data and AI initiatives, infrastructure, and software investments. Working closely with the firm’s Tech division, he will help align technology investments with business priorities, improve operational efficiency, strengthen governance, and position the firm for continued growth.
"Technology has always been an important part of how we operate and serve our clients," said Ryan Cook, Lutz Managing Shareholder. "As we execute our three-year strategic roadmap, bringing Jon on board is an intentional investment in our future. His experience and leadership will help us build on our technology-forward approach, strengthen our infrastructure, and identify new opportunities to better serve our people and clients."
"Technology creates the most value when it's directly connected to business strategy," said Fagan. "My focus is on building a scalable, secure technology environment that enables our people to work more effectively, make better use of our data, and position Lutz to capitalize on emerging opportunities. We have a strong foundation and an opportunity to be very intentional about what comes next."