Lutz Financial Surpasses $1 Billion in Assets Under Management

Lutz Financial Surpasses $1 Billion in Assets Under Management

 

LUTZ BUSINESS INSIGHTS

 

Lutz financial surpasses $1 billion in assets under management

Lutz Financial, an SEC Registered Investment Advisor and affiliate of Lutz, has announced that it recently surpassed the $1 billion threshold for assets under management.

“This is an exciting milestone in our firm’s history. This achievement demonstrates what can happen when a group of forward-thinking financial professionals focuses on the needs of their clients. We thank our wonderful clientele for allowing us to serve as their trusted financial advisor,” said Jim Boulay, Investment Advisor and Managing Member of Lutz Financial.

Lutz Financial serves more than 500 clients by providing wealth management, financial planning, and business retirement plan solutions. Acting as fiduciaries, Lutz Financial’s advisors serve their client’s ever-changing needs, personally, thoughtfully and practically.

Positioned for success, Lutz Financial looks forward to future growth and the expansion of client services. Learn more about Lutz Financial at https://www.lutz.us/services/lutzfinancial/.

 

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz Named a 2019 Top 100 Firm, Regional Leader, and Fastest-Growing Firm

Lutz Named a 2019 Top 100 Firm, Regional Leader, and Fastest-Growing Firm

 

LUTZ BUSINESS INSIGHTS

 

Lutz named a 2019 top 100 firm, regional leader, and fastest-growing firm

Lutz, a Nebraska-based business solutions firm, has been named a 2019 Top 100 Firm by Accounting Today. As one of the four firms making their first debut on the Top 100 list, Lutz came in at number 97.

Managing Shareholder, Mark Duren said “Our firm has experienced exponential growth throughout the past couple of years, allowing us to add multiple office locations in Nebraska, as well as expand our team to include over 260 talented individuals. We are honored to receive the title of a Top 100 Firm by Accounting Today, and are eager to see where the future takes us.”

Lutz has also been recognized as one of Accounting Today’s 2019 Regional Leaders in the Midwest. This is the fifth consecutive year that Lutz has been awarded this title. In addition, Lutz was named one of Accounting Today’s 2019 Fastest-Growing Firms in the U.S, coming in at number eight.

The annual rankings of the largest firms in tax and accounting offer a host of benchmarking data, as well as strategies and advice from the most successful firms. For more information on Accounting Today’s 2019 Top 100 Firms and Regional Leaders, visit https://www.accountingtoday.com/collections/the-2019-top-100-firms-and-regional-leaders?feed=00000152-a2fb-d118-ab57-b3ff6e310000.

For a list of Accounting Today’s 2019 Fastest-Growing Firms, please visit https://www.accountingtoday.com/list/the-fastest-growing-firms-in-the-us-2019?feed=00000158-20c0-d6a2-adfb-70e9516c0000.

 

RECENT POSTS

What is a Family Office?

Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Jen Walde as Performance Advisor

Lutz adds Jen Walde as Performance Advisor

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds jen walde as performance advisor

Lutz, a Nebraska-based business solutions firm, recently added Jen Walde to its Omaha Office.

Jen joins the firm as a Performance Advisor with over 13 years of combined human resources and operations experience. She is responsible for providing career support and coaching to Lutz’s employees. In addition, she will collaborate with firm leadership to develop and implement strategic planning initiatives related to employee retention and development efforts. Walde graduated with her Bachelor’s degree in human resources management from Bellevue University and her Master’s in leadership from Doane University.

 

RECENT POSTS

What is a Family Office?

Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz Launches Family Office Services; Adds Lisa Strutzel

Lutz Launches Family Office Services; Adds Lisa Strutzel

 

LUTZ BUSINESS INSIGHTS

 

Lutz launches family office services; adds lisa strutzel

Lutz, a Nebraska-based business solutions firm, recently announced a new service line, Family Office Services. Lutz’s Family Office team assists high-net-worth families manage their family enterprise by helping them determine their goals and priorities, establish processes and providing integrated financial services. From wealth transfer planning, to investment management, to strategic philanthropy, Lutz will deliver personalized, best-in-class service.

Bringing over 14 years of experience as an executive of a family office, Lisa Strutzel joins Lutz as Family Office Services Director. She will lead the team by coordinating the efforts to provide customized, cost effective services to high-net-worth clients.  Lisa graduated from Iowa State University with distinction and is a licensed CPA with the State of Nebraska. Being a passionate advocate of philanthropy, she obtained the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services.

“An effective family office provides the ‘glue’ which can help hold a family together through generational transitions.  By supporting an organized family governance process, the family office is central in fostering family unity and engagement. As the family office knows the totality of its client’s financial situation, it can provide the integrated planning needed for sustainable wealth in concert with promoting and preserving family harmony and values.” said Lisa Strutzel, Director of Family Office Services at Lutz.

Ron Nebbia, Lutz Consulting Shareholder, said “Managing the complexities of significant wealth requires a great deal of time and effort. Our multi-disciplinary Family Office team has the skills required to assist you with all facets of your family office needs. We are equipped to handle the day-to-day details so you can Mind What Matters.”

Learn more about Lutz’s Family Office Services here: https://www.lutz.us/lutz-family-office-services/.

 

RECENT POSTS

What is a Family Office?

Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Chase Morley to Lincoln Office

Lutz adds Chase Morley to Lincoln Office

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds chase morley to lincoln office

Lutz, a Nebraska-based business solutions firm, recently added Chase Morley to its Lincoln office.

Bringing over three years of experience in the financial and accounting industries, Chase Morley joins the firm as a Staff Accountant in the tax department. He is responsible for preparing individual and business income tax returns. In addition, he will provide general accounting assistance to clients. Morley graduated from the University of Nevada with a Bachelor’s degree in finance.

 

RECENT POSTS

What is a Family Office?

Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Gathje, Goodwin, Keenan and Lacy to Omaha Office

Lutz adds Gathje, Goodwin, Keenan and Lacy to Omaha Office

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds Gathje, Goodwin, Keenan and Lacy to Omaha Office

Lutz, a Nebraska-based business solutions firm, recently added Jill Gathje, Kat Goodwin, Bob Keenan, and Kyle Lacy to its Omaha office.

As a Staff Accountant in the state and local tax department, Jill is responsible for assisting clients with tax related issues from pursuing tax incentives to managing state tax audits. In addition, she will prepare individual and business income tax returns. Graduating from the University of Nebraska at Omaha, Gathje received her Bachelor’s degree in business administration.

Joining Lutz Tech as a Tech Support Assistant, Kat is responsible for providing excellent client support, as well as managing inventory. Goodwin received her Bachelor’s degree from the University of Nebraska at Omaha.

Bringing over 20 years of experience in operations, Bob joins the firm as Chief Information & Risk Officer.  He will focus on risk management, compliance, and security for the firm, and will partner with the operations team to drive process improvement and operational efficiencies for Lutz. Bob received his Bachelor’s degree from Oklahoma and holds a Master’s degree in public administration from Drake University.

Kyle joins the firm as a Senior Accountant in the audit department. He is responsible for providing credibility to clients through financial reporting. He specializes in the real estate and investment management industries. Lacy graduated from Loyola University Chicago with a Master’s degree in accounting.

 

RECENT POSTS

What is a Family Office?

Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850