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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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Justin Vossen, Investment Advisor and Principal, began his career in 1997. With extensive experience in finance, banking, and investment management, he brings comprehensive expertise to his role advising high-net-worth clients and foundations. As a member of the Lutz Financial Board his leadership extends beyond client relationships to shaping the firm's direction.
Leveraging his background in bond trading and portfolio management, Justin focuses on providing comprehensive investment and planning services. He develops tailored financial strategies across wealth management, retirement planning, and estate planning. Justin values creating solutions that give clients peace of mind about their financial situations.
At Lutz, Justin establishes unshakeable trust through his analytical mindset and strategic approach to investment management. He takes time to understand what truly matters to each client—whether it's retiring early or successfully transferring a business—and then builds comprehensive financial strategies to help them get there.
Justin lives in Omaha, NE. Outside the office, he can be found spending time with his wife, Nicole, and their children, Max and Kate.