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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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Nate Jones, Audit Manager, began his career in 2016 as an intern with Lutz. He has developed comprehensive expertise in assurance services, serving as the technical lead for the employee benefit plan audit practice.
Specializing in financial reporting, Nate provides audit and assurance services to clients with a focus on the nonprofit and services sectors. He thrives on helping clients navigate changes and growth, adapting quickly to their evolving needs. His ability to thoroughly understand the context of a client’s business enables him to address complex challenges effectively.
Nate lives in Omaha with his wife, daughter, and two dogs. Outside the office, he can be found golfing, playing chess, and keeping up with his toddler's ever-changing interests.