LUTZ BUSINESS INSIGHTS
Lutz Financial adds Morris and Sibole
Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently added Alyssa Morris and Landon Sibole to its Omaha office.
Alyssa joins the firm as an Operations Manager. She is responsible for overseeing the firm’s day-to-day back-office information, client reporting processes and systems. She will also monitor the firm’s compliance policies and procedures, technology infrastructure and third-party relationships. Morris graduated from the University of Nebraska-Lincoln with a bachelor’s degree in education and human sciences.
Landon joins the firm as a Client Service Associate. He specializes in serving as the liaison between advisors, clients and custodians through all aspects of the wealth management process. Sibole graduated from the University of Nebraska-Lincoln with a bachelor’s degree in finance.
3.22.23 | A CFO’s Guide to Board Meeting Participation | Recording
In this webinar, members of Board Business LLC and Lutz will discuss best practices for effective board meetings and board responsibilities
Further Developments in the Banking Industry + Financial Market Update + 3.21.23
The market’s attention remains focused squarely on the health of the banking system. We examine new developments from the last week and…
Accounting Today Names Lutz a 2023 Top 100 Firm and Regional Leader
Lutz has been named a 2023 Top 100 Firm by Accounting Today. This is the fifth consecutive year Lutz has been named in the Top 100…
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.
About Us | Our Team | Events | Careers | Locations