Mullen and Schaaf Join Lutz Financial
Meghan Mullen joins the firm as a receptionist, where she is responsible for client inquiries as well as coordinating communications between clients and advisors. Meghan received her Bachelor’s degree in dietetics from the University of Nebraska.
As a client service associate, Jessica Schaaf is responsible for the preparation and filing of client data as well as ensuring an exceptional client experience during every interaction. Jessica received her Bachelor’s degree in business administration from the University of Nebraska at Omaha.
Not all M&A deals conclude with a successful closing. During the period between signing a letter of intent (LOI) and closing, the deal may break up for a number of reasons. Sometimes the reasons are unforeseeable but many times these situations can be anticipated and potentially avoided…read more
Lutz, a Nebraska-based business solutions firm, welcomes Michael Mason and Obadiah Sawyer to the Omaha office…read more
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.
13616 California Street, Suite 300
Omaha, NE 68154
747 N Burlington Avenue, Suite 401
Hastings, NE 68901
GRAND ISLAND + NORTH
403 Lexington Circle
Grand Island, NE 68803