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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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Austin Wells, Retirement Plan Consultant & Investment Advisor, began his career in 2014. His background as a financial advisor, combined with experience in investment guidance and tax strategies, allows him to help businesses strengthen their employee benefits offerings while planning for the future.
Specializing in retirement plan consulting, Austin partners with businesses to design, evaluate, and manage retirement plans that support employee financial well-being. From plan design and investment oversight to participant education and ongoing fiduciary guidance, he helps employers navigate the complexities of retirement benefits while creating programs that deliver long-term value.
At Lutz, Austin is known for his collaborative approach and commitment to understanding each client's unique goals. He naturally builds strong relationships, taking the time to listen, educate, and develop solutions that fit each organization's culture and objectives. Clients appreciate his practical guidance and genuine desire to help both employers and employees get the most value from their benefit plans.
Austin lives in Omaha, NE, with his wife Kelsey and their son Campbell. Outside the office, he can be found participating in sporting events, outdoor activities, golfing, and spending time at the park with his son.