Joe Hefflinger, JD, CFP®, CAP®

Joe Hefflinger, Investment Advisor & Principal, began his career in 2005. With a background in corporate law, mergers and acquisitions, and tax planning, he brings a unique perspective to financial advising, reinforcing his ability to guide clients through complex financial decisions. 

Specializing in investment advisory services and financial planning, Joe works closely with high-net-worth families and business owners in transition. He focuses on estate planning, insurance planning, and charitable giving, helping clients structure their wealth to achieve their long-term objectives. His background in law allows him to navigate the intricate details of succession planning, ensuring clients have a clear path for both their business and personal financial future. 

At Lutz, Joe serves beyond expectations by providing proactive, personalized financial guidance. He takes the time to understand each client’s unique needs, delivering tailored strategies that build confidence and security. His focused approach has helped make Lutz Financial a trusted resource for individuals and business owners alike. 

Joe lives in Omaha, NE, with his wife, Kim, and their daughters, Lily and Jolie. Outside of the office he can be found in basketball gyms across the Midwest, cheering on his daughters’ teams.