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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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Joe Hartman, Audit Director, began his career in 2006. Since then, he has developed comprehensive expertise in accounting, auditing, and consulting services and currently leads quality control in the audit department, ensuring high adherence to standards.
Leveraging his experience in assurance services, Joe focuses on complex industries, including construction, real estate, and manufacturing and distribution. He prioritizes building strong client relationships and guiding them through challenging business decisions with a collaborative, analytical approach.
At Lutz, Joe's leadership has elevated the firm's audit practice through his talent for team building and unwavering commitment to quality standards. His methodical approach to quality control has strengthened internal processes, while his collaborative management style creates an environment where team members consistently deliver superior client outcomes.
Joe lives in Omaha, NE, with his wife Ashley and their children Eva and Collins. Outside the office, he can be found cheering on the Huskers, golfing, watching his kids play sports, and spending time with family.