LUTZ BUSINESS INSIGHTS

 

Lutz announces 2021 manager, senior, associate and tech division promotions

Lutz, a Nebraska-based business solutions firm, recently announced its manager, senior, associate, and tech division promotions for 2021.

MANAGER

Michael Greteman, CPA, ABV, has been promoted to M&A Manager. His primary responsibilities include assisting with merger and acquisition projects and providing valuation services for estate and gift taxes, litigation support, marital dissolution matters, complex equity structures, and financial/tax reporting. He focuses on analyzing and interpreting company historical and projected financial data and financial modeling. Greteman works in Lutz’s Omaha office.

Lauren Harris, CPA, has been promoted to CAS Manager in Lutz’s Omaha office. She specializes in small business consulting including payroll tax reporting and compliance, software installation, training and support, and outsourced accounting assistance.  In addition, she works with clients to improve their internal processes and procedures.

Tyler Hohenstein, CPA, has been promoted to Tax Manager. He is responsible for providing tax consulting and compliance services for clients in a variety of industries with a focus on individual and business income tax. Hohenstein works in Lutz’s Grand Island office.

Brad Newton, CPA, has been promoted to Operations Manager in the tax department in Lutz’s Omaha office. He is responsible for assisting the tax department head in applying process improvements, implementing new software, gathering and analyzing firm data, as well as training and overseeing tax interns.

Mark Otte, CPA, ABV, has been promoted to M&A Manager. His primary responsibilities include assisting with merger and acquisition projects and providing valuation services for estate and gift taxes, litigation support, marital dissolution matters, purchase price allocations and financial/tax reporting. He focuses on analyzing and interpreting company historical and projected financial data and financial modeling. Otte works in Lutz’s Omaha office.

Robby Renshaw has been promoted to HR Manager in Lutz’s Omaha office. She is responsible for leading the campus recruiting and experienced hiring efforts for our Omaha and Lincoln offices. In addition, she focuses on the Firm’s employee relations and retention initiatives. Robby also assists with performance management and onboarding.

Dani Sherrets, CVA, has been promoted to M&A Manager. She specializes in merger and acquisition advisory services and business valuations. Dani focuses on analyzing and interpreting financial statements, building financial models, performing valuation analyses, developing marketing and transaction materials and conducting due diligence. Sherrets works in Lutz’s Omaha office.

Zach Weis, CPA, has been promoted to Tax Manager. He is responsible for providing tax consulting and compliance services to businesses and individuals with a focus on the real estate and construction industries. Weis works in Lutz’s Omaha office.

SENIOR

Ty Bardsley has been promoted to Senior Accountant in the tax department in Lutz’s Lincoln office. He is responsible for the preparation of individual and business income tax returns for clients with a focus on the real estate and construction industries.

McKenzie Bruce has been promoted to Senior Accountant in the tax department. She provides tax planning and compliance services for clients with a focus on preparing individual and business income tax returns. Bruce works in Lutz’s Omaha office.

Will Frei has been promoted to Senior Accountant in the audit department in Lutz’s Omaha office. He is responsible for providing credibility to clients through financial reporting. In addition, he works to maintain a high level of objectivity and confidentiality in all areas for clients in a variety of industries.

Kaylee Hartman, CPA, has been promoted to Senior Accountant in the tax department in Lutz’s Omaha office. She provides tax consulting and compliance services for clients with a focus on individual and business income tax.

Kelli Hesselgesser has been promoted to Senior Accountant. She specializes in preparing income tax returns for individuals and businesses. In addition, she provides outsourced accounting services and collaborates with clients to prepare accurate financial data. Hesselgesser works in Lutz’s Grand Island office.

Taylor Hoyt has been promoted to Senior Accountant in the tax department in Lutz’s Omaha office. She specializes in providing tax consulting and compliance services to clients in a variety of industries with a focus on individual and business income tax returns.

Nikki Hullinger, CPA, has been promoted to Senior Accountant in the audit department. She is responsible for performing audits, reviews, and compilations for clients with a focus on the housing and manufacturing industries. Hullinger works in Lutz’s Omaha office.

Leslie Masek has been promoted to Senior Accountant in the tax department in Lutz’s Lincoln office. She provides tax consulting and compliance services for clients with a focus on individual and business income tax.

Justin Oehm, CPA, has been promoted to Senior Accountant in the tax department. He is responsible for preparing individual and business federal income tax returns with a focus on the construction and real estate industries. Oehm works in Lutz’s Omaha office.

Elizabeth Prinz, CPA, has been promoted to Senior Accountant in the tax department in Lutz’s Omaha office. She is responsible for the preparation of individual and business income tax returns for clients with a focus on the nonprofit industry. In addition, she assists with busy season intern training.

Austin Sabaliauskas, CPA, has been promoted to Senior Accountant in the tax department. He specializes in providing tax consulting and compliance services for individuals and businesses with a focus on the real estate industry. Sabaliauskas works in Lutz’s Omaha office.

Matt Siedhoff, CPA, has been promoted to Senior Accountant in the client accounting services department in Lutz’s Omaha office. He specializes in providing outsourced accounting services. In addition, Matt focuses on QuickBooks support, tax and payroll compliance, and accounting assistance including compilations.

Brooke Sorensen has been promoted to Digital Marketing Specialist. She is responsible for executing Lutz’s digital marketing initiatives, including writing and editing content, planning social media posts, coordinating external email communications, and managing the Firm’s SEO strategies and implementation. Sorensen works in Lutz’s Omaha office.

Mike Tichenor, CPA, has been promoted to Senior Accountant in the audit department in Lutz’s Omaha office. He is responsible for providing credibility, objectivity, and confidentiality to clients through efficient and effective financial reporting. Tichenor focuses on the construction and agriculture industries.

ASSOCIATE & TECH

Holly Anderson has been promoted to Marketing Coordinator. She assists with the coordination and implementation of Lutz’s strategic sales and marketing plans for all divisions and locations. Holly focuses on advertising, branding and proposal execution. Anderson works in Lutz’s Omaha office.

Matt Hendrock has been promoted to Project Engineer in Lutz’s Omaha office. He is responsible for deploying new technology solutions to enhance or replace outdated technology infrastructures. In addition, he provides server maintenance and hardware replacements for Lutz Tech clients.

Dan Mendoza has been promoted to Senior Project Engineer. He is responsible for implementing new technology and hardware solutions for Lutz Tech clients. In addition, he assists the service desk with network troubleshooting. Mendoza works in Lutz’s Omaha office.

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