INSIGHTS

Lutz adds Davis, Morgan and Wheatley to Omaha Office

Lutz, a Nebraska-based business solutions firm, welcomes Corey Davis, Tara Morgan, and Hope Wheatley to the Omaha office.

Joining the firm‘s healthcare group as a staff accountant, Davis is responsible for assisting in the preparation of cost reports, chargemaster reviews, and monthly accounting duties for healthcare organizations. He has his Bachelor’s degree in Accounting from the University of Nebraska at Omaha, and his Masters of Accountancy from the University of Scranton.

Morgan joins the audit department as a staff accountant where she is responsible for providing credibility to clients through financial reporting. She comes to Lutz from Ernst & Young where she worked as a level two staff auditor. Morgan graduated from Creighton University with a Bachelor’s degree in accounting.

Wheatley joins the firm as an internal staff accountant. Her primary responsibilities consist of compiling and maintaining accounts payable records, reconciling credit cards, generating checks, and other administrative tasks. Wheatley brings over 15 years of relevant experience in bookkeeping, accounting, billing, and compliance.

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