402.827.2300

nhall@lutz.us

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NICK HALL, CFP® + DIRECTOR

Nick Hall is a Director at Lutz Financial. With 10+ years of relevant experience, he specializes in creating thorough, adaptive financial plans and investment management strategies for high-net-worth families. He lives in Omaha, NE, with his wife Kiley, and daughter Amelia.

AREAS OF FOCUS
  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Retirement Planning
  • Income Tax Planning
  • Social Security and Medicare Planning
  • Investment Project Research
  • High Net Worth Families 
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association, Member
  • CERTIFIED FINANCIAL PLANNER™
EDUCATIONAL BACKGROUND
  • BSBA in Finance and Business Management, Eller College of Management - University of Arizona, Tuscon, AZ
COMMUNITY SERVICE
  • Mount Michael Benedictine, Alumni Board President
  • Lutz Gives Back, Committee member
  • United Way, Volunteer
  • Salvation Army, Volunteer
  • Omaha Home For Boys, Volunteer

Achiever | Competition | Learner | Significance | Self-Assurance

CONTACT NICK HALL

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