402.778.7976

jcarlson@lutz.us

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JOE CARLSON + FINANCIAL PLANNER

Joe Carlson is a Financial Planner at Lutz Financial with a Bachelor’s degree in business administration focusing in finance. He is responsible for assisting Lutz Financials’ advisers in the preparation of financial plans, as well as managing daily service requests from clients.

AREAS OF FOCUS
  • Financial Planning Assistance
  • Client Service Requests
EDUCATIONAL BACKGROUND
  • BSBA in Finance, University of Nebraska, Lincoln, NE

Competition | Individualization | Achiever | Positivity | Woo

CONTACT JOE CARLSON

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Omaha, NE 68154

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