Lutz Announces 2025 Senior through Manager Promotions

Lutz, a Nebraska-based business solutions firm, recently announced multiple promotions to manager, senior, and associate roles.

MANAGER

Joe Carlson, CFP®, has been promoted to Investment Advisor in the Financial division. He specializes in comprehensive financial planning and investment advisory services for high-net-worth individuals, families, and business owners. He has strong expertise in retirement planning, insurance, and estate and income taxes. Carlson works in Lutz's Omaha office.

Joe Dahir, CPA, has been promoted to Audit Manager in Lutz’s Omaha office. He is responsible for providing assurance services to clients with a focus on employee benefit plans and the construction and manufacturing and distribution industries. Dahir also leads internal initiatives focused on staff training and process improvement.

Andrea Hagedorn has been promoted to Client Resource Manager in Lutz's Omaha office. She oversees client onboarding and offboarding processes, tax information collection, and operational data management while supervising the client resource team. Hagedorn focuses on process improvement initiatives and deadline management across departments.

Claire Hasty, CPA, has been promoted to Audit Manager. She provides financial reporting and assurance services to clients in the manufacturing and distribution, nonprofit, real estate, and services industries. Hasty also manages client relationships and leads staff training and development initiatives within the Audit department. She works in Lutz's Omaha office.

Sydney Holzworth has been promoted to Human Resources and Recruiting Manager. She manages all campus recruiting programs, including five internship tracks in Accounting, Finance, Tech, Data Analytics, and Marketing, as well as recruiting efforts across all divisions. Holzworth maintains strong university partnerships through career fairs, classroom presentations, and faculty engagement. She works in Lutz's Omaha office.

Jack Moylan has been promoted to Manager of Client Services in the Tech division. He manages client relationships for the Outsourced IT group, working with clients to navigate technology decisions and strategic initiatives. Moylan assists with creating and managing technology budgets while advocating for clients' technology needs. He works in Lutz's Omaha office.

Shannon Norman, CPA, has been promoted to Audit Manager in Lutz's Omaha office. She is responsible for providing assurance services to clients across a variety of industries with a specialization in nonprofits. Norman manages client relationships to help organizations strengthen their financial reporting and compliance.

Matt Topolski has been promoted to Principal Engineer in the Tech division. While primarily supporting technology initiatives, he oversees strategic projects and collaborates across service lines to identify opportunities for technology solutions. Topolski focuses on automating workflows and creating custom solutions that help both coworkers and clients solve complex problems. He works in Lutz's Omaha office.

Brian Wilmes, CPA, has been promoted to Tax Manager in Lutz’s Omaha office. He specializes in tax compliance and consulting services for clients in the construction and real estate industries, while also handling employee benefit plan filings. Wilmes focuses on developing tax-saving strategies for clients and contributing to staff development within the Tax department.

Tucker Zeleny has been promoted to Data Analytics Manager in the Tech division. He is responsible for working with clients to build data solutions and applying emerging technologies to solve complex problems across various industries. Tucker's data science and data engineering background creates the foundation to connect, transform, and prepare data to drive business insights through reporting. He works remotely. 

SENIOR

Bailey Burr, CPA, has been promoted to Senior Accountant in the Audit department. She concentrates on financial statement and employee benefit plan audits while serving clients throughout various industries including nonprofit and healthcare. Burr works remotely.

Brodie Case has been promoted to Senior Network Operations Center (NOC) Engineer in the Tech division. He brings expertise in automation, security, and remote monitoring and management to his position, overseeing the triage of fleet critical alerts and acting as the escalation point for NOC tools. Case works in Lutz's Omaha office.

Wyatt Diedrichsen has been promoted to Healthcare Senior Accountant in Lutz’s Lincoln office. He provides outsourced CFO solutions to Critical Access Hospitals. Diedrichsen also consults with clients, including assistance with cost report preparation for hospitals and other healthcare entities.  

Shannon Gohr, CFP®, has been promoted to Senior Retirement Services Associate in the Financial division. She works to help participants understand their retirement options and investment strategies. Gohr handles advisor meeting preparation and provides investment portfolio support for clients. She works in Lutz's Omaha office.

Clint Hofeldt has been promoted to Senior Data Analyst in the Tech division. He is based in Lutz's Omaha office and specializes in building data solutions, data engineering, and Fabric administration while researching and applying emerging technologies to solve complex problems for clients across various industries. Hofeldt enjoys the challenge of implementing cutting-edge technology solutions that deliver measurable results for clients.

Natalie Janssen has been promoted to Senior Accountant in the Client Advisory Services department. She delivers accounting services to a diverse client base, including healthcare, nonprofit, and retail organizations, managing daily accounting operations and financial statement preparation. She works in Lutz's Omaha office.

Jack Jezewski has been promoted to Senior Accountant in the Audit department in Lutz’s Omaha office. He is responsible for performing audits, reviews, and compilations for clients in the services, nonprofit, agribusiness, and transportation industries.

Misty Krieser has been promoted to Senior Project Manager in the Tech division. She leads new tech client onboarding and coordinates technology projects, collaborating with internal teams to ensure successful implementations. Krieser works in Lutz's Grand Island office.

Cayla Kurtenbach has been promoted to Senior Account Manager in the Tech division. Working in Lutz's Omaha office, she provides strategic IT consulting and relationship support for clients while coordinating with internal service and project teams. Kurtenbach specializes in client relations, strategic technology planning, and project support for clients.

Bonny Markgraf has been promoted to Administrative Services Supervisor in Lutz’s Grand Island office. She oversees administrative functions for the Audit department, specializing in document processing and report preparation. Markgraf manages engagement letters, client confirmations, and financial statement dashboards.

Laine Narber, CPA, has been promoted to Senior Accountant in the Tax department. She focuses on business and individual tax return preparation and assists with client relationship management while playing an active role in recruiting efforts through the firm’s internship program. Narber works in Lutz's Grand Island office.

Grace Rasmussen has been promoted to Senior Data Analyst in the Tech division in Lutz's Omaha office. She specializes in data ingestion and transformation, utilizing Microsoft Fabric and SQL technologies, and provides outsourced data analytics services to clients across various industries. Rasmussen combines technical expertise with client service to deliver actionable insights that drive business decisions.

Connor Riekenberg has been promoted to Senior Accountant in the Audit department. He specializes in employee benefit plan audits, compiling financial statements, performing audit and review procedures for clients across various industries, including construction. Riekenberg works in Lutz's Omaha office.

Tonya Spilinek has been promoted to Administrative Services Supervisor. She oversees front-end and back-end administrative operations, develops process efficiencies and documentation, and supports staff in achieving their goals through team engagement and communication. Spilinek works in Lutz's Grand Island office.

Julia Van Winkle has been promoted to Senior Data Analyst in the Tech division. Working in Lutz’s Omaha office, she specializes in data analysis and reporting, partnering with clients to determine reporting requirements and deliver solutions that facilitate informed business decisions. Van Winkle works to transform data into actionable insights for clients across various industries.

Brandon Vukelich has been promoted to Service Desk Lead in the Tech division. He addresses client service issues and oversees workload distribution across specialized teams, ensuring efficient resolution of technical challenges. Vukelich works remotely.

IMPORTANT DISCLOSURE INFORMATION