Nick Hall, CFP®, CAP®

Nick Hall, Investment Advisor and Principal, began his career in 2010. As the Director of Financial Planning at Lutz, he has established himself as a key leader in the firm's wealth management practice. 

Focusing on business owners, professionals, and families with complex financial needs, Nick creates strategies tailored to each client's unique situation. He guides clients through investment decisions, retirement planning, and wealth transfer strategies, while helping them navigate tax considerations and charitable giving. What Nick values most is helping clients feel confident about their financial future and seeing them achieve their personal goals. 

At Lutz, Nick serves beyond expectations for his clients, often thinking several steps ahead to address needs they haven't yet considered. His practical approach to complex financial challenges helps clients see a clear path forward, whether they're planning for business succession or managing family wealth across generations. By breaking down complicated concepts into actionable steps, he helps clients make confident decisions about their financial future. 

Nick lives in Omaha, NE, with his wife Kiley and their three children, Amelia, Harrison, and Samuel. Outside the office, he enjoys spending time with family, watching sports, playing golf and softball, traveling, and exploring local restaurants.