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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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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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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Colby Camelin, Client Service Associate, began his career in 2025 when he joined the firm. He focuses on supporting clients and advisors through the wealth management process. Serving as a liaison between advisors, clients, and custodians, he ensures that operations run smoothly and that clients receive a seamless experience.
Working closely with the financial team, Colby addresses complex challenges while keeping client needs top of mind. He values creating strong relationships, making sure individuals feel confident and supported throughout their financial journey. He brings a collaborative mindset to the role, ensuring all team members work together to create the best possible experience for the client.
Colby lives in Omaha, NE. Outside of work, you can find him reading autobiographies, catching the latest movies at the theater, and watching UFC. A big football fan, he also likes visiting new college stadiums to experience different game day atmospheres.