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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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Jim Boulay, CPA/PFS, CFP®, CAP®

Investment Advisor, Managing Member
Jim Boulay is an Investment Advisor and Managing Member at Lutz Financial. With 30+ years of experience, Jim specializes in financial planning and investment advisory services for high-net-worth individuals, families, and business owners. He lives in Omaha, NE, with his wife Regina, and four sons.
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Areas of Focus
  • Comprehensive Financial Planning
  • Business Owners & Families in Transition
  • Family Office Services
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Affiliations & Credentials
  • American Institute of Certified Public Accountants, Member
  • Financial Planning Association, Member
  • Omaha Estate Planning Council, Member
  • Certified Public Accountant
  • Personal Financial Specialist
  • Chartered Advisor in Philanthropy®
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Community Service
  • Catholic Charities Endowment, Committee Chair
  • Crohn's & Colitis Foundation, Chapter President
  • Christ Child Society, Past President
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Educational Background
  • BSBA in Accounting, University of St. Thomas, St. Paul, MN

Jim Boulay, CPA/PFS, CFP®, CAP®