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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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Courtney Martin, HR Benefits & Compliance Manager, began her career in 1995. With extensive experience in human resources and a focus on employee benefits and compliance, she plays a key role in supporting both Lutz team members and Outsourced HR clients.
She specializes in health insurance benefits and state and federal compliance laws, helping individuals and organizations navigate complex requirements with clarity and confidence. Whether she’s answering employee questions or consulting with clients, Courtney brings a thoughtful, consistent approach that fosters trust and minimizes stress.
Courtney lives in Blair, NE, with her spouse, Dave. Outside the office, you can find her rollerblading or spending time with friends and family.