• Services
  • Accounting
  • Advisory
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
  • Advisory Services
  • Financial Services
  • M&A Services
  • Talent Services
  • Tech Services
Business Insights
BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

Webinars & Events
Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

Market Updates
COMMENTARY
Stay Informed

Catch up on market moves with our weekly update, featuring in-depth insights and analysis.

Resources
EBOOKS & GUIDES
Download Now

Take a deep dive into challenging business topics with these free educational resources. 

  • News & Insights
  • About
About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

  • Contact

Log in to your relevant client portal to access your account, upload documents, or make a payment.

  • Competition, Individualization, Achiever, Positivity, Woo

Joe Carlson, CFP®

Investment Advisor

Joe Carlson, Investment Advisor, began his career in 2018 and has since developed a strong foundation in comprehensive financial planning and investment advisory services.

Working closely with high-net-worth individuals, families, and business owners, Joe creates personalized financial roadmaps. He helps clients navigate important decisions at all stages of life, from saving for their children’s education to establishing a lasting family legacy. Joe values the relationships he builds with his clients throughout their financial journeys, finding fulfillment in providing them with clarity, peace of mind, and long-term financial confidence.

 

Joe lives in Elkhorn, NE, with his wife, Taylor, their son, Cooper, and their mini Goldendoodle, Miley. He is an avid Husker and Bluejay fan (a true Jaysker) and enjoys playing basketball, golfing, and snowboarding. He is also a Notre Dame fan - because diversification is important.

Website Icons_General_Lightbulb
Areas of Focus
  • Comprehensive Financial Planning
  • Financial Literacy Education
  • High Net-Worth Families
  • Income Tax Planning
  • Retirement Cash Flow Planning
  • Estate Planning
  • Education Planning
  • Social Security & Medicare Planning
  • Client Relationship & Account Management
  • Trading Support
Website Icons_General_Check Mark
Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association®, Member
  • Bloomberg Certified

Website Icons_General_Web Connections
Community Service
  • Lutz Gives Back, Volunteer
  • Brush Up, Volunteer
  • Patrick’s Church, Member
Website Icons_General_Business Building
Educational Background
  • BSBA in Finance, University of Nebraska, Lincoln, NE
form-img

Contact
Joe Carlson, CFP®