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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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Haley Carter, Audit Manager, began her career in 2017. Drawing on experience with various roles at other accounting firms, she has developed a strong financial foundation.
Specializing in assurance services, Haley leads financial statement and employee benefit plan engagements while also supporting the operations of Lutz’s Audit department. She is known for her thoughtful, detail‑oriented approach and her ability to work through issues methodically. Whether navigating operational improvements or addressing unique engagement challenges, Haley values being the person clients and colleagues rely on to help solve problems and confidently move projects forward.
Haley lives in Pittsburgh, PA, with her cat, Zeus. Outside the office, she often spends her time reading and working on puzzles.