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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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Katie Blycker, Client Advisory Services Manager, began her career in 2016. She has developed extensive expertise in outsourced accounting and healthcare consulting, building on her early experience in tax.
Focusing on providing comprehensive financial services to independent medical practices, Katie excels in benchmarking analysis, provider compensation plans, and financial statement review. Katie's passion lies in simplifying complex financial data for her clients, interpreting key metrics, and conveying crucial information. Her disciplined approach and drive for achievement enable her to deliver high-quality, tailored solutions that meet each client's unique needs.
Katie lives in Omaha, NE, with her husband Bryce and daughter Blair. Outside the office, you will find her spending time with her family, golfing, and reading.