Lutz Financial adds Morris and Sibole

Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently added Alyssa Morris and Landon Sibole to its Omaha office.

Alyssa joins the firm as an Operations Manager. She is responsible for overseeing the firm’s day-to-day back-office information, client reporting processes and systems. She will also monitor the firm’s compliance policies and procedures, technology infrastructure and third-party relationships. Morris graduated from the University of Nebraska-Lincoln with a bachelor’s degree in education and human sciences.

Landon joins the firm as a Client Service Associate. He specializes in serving as the liaison between advisors, clients and custodians through all aspects of the wealth management process. Sibole graduated from the University of Nebraska-Lincoln with a bachelor’s degree in finance.

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