LUTZ BUSINESS INSIGHTS
Lutz Financial Announces Admission of New Owners
Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently announced its admission of four additional owners.
Nick Hall, CFP®, has been promoted to Investment Advisor and Principal. Nick has a deep technical background in financial planning and specializes in providing wealth management strategies and thorough, adaptive financial plans for high-net-worth families. In addition, he assists professionals and business owners in transition, providing them with a custom and holistic financial plan that suits their unique situation.
Joe Hefflinger, JD, CFP®, CAP®, has been promoted to Investment Advisor and Principal. He brings several years of experience as an attorney and insurance consultant to Lutz Financial. His unique background adds another technical dimension to our wealth management offering. Joe specializes in providing comprehensive financial planning and investment advisory services for professionals, business owners, and retirees.
Josh Jenkins, CFA, has been promoted to Chief Investment Officer and Principal. He leads the Investment Committee and specializes in assisting clients with portfolio construction, asset allocation, and investment risk management. He is also responsible for portfolio trading, research and thought leadership, and the division’s analytics and operational efficiency. In addition, Josh authors the “Lutz Financial Market Update,” employees and clients have come to know and appreciate.
Chris Wagner, CFP®, CPFA®, has been promoted to Retirement Plan Services Advisor and Principal. He leads Lutz Financial’s 401k practice and recently grew the offering to include the Lutz Financial Pooled Employer Plan (PEP). Chris specializes in providing company and corporate retirement plan consulting and investment advisory services.
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