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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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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Read our latest financial market updates and sign up to receive them straight to your inbox.
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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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Pat Knowles, Former Shareholder, built a lasting legacy at Lutz through his expertise in business and financial consulting. Known for his ability to forge strong client relationships, Pat worked closely with organizations across the nonprofit, wholesale/distribution, retail, manufacturing, and financial services industries. His collaborative approach and creative problem-solving helped clients address complex challenges with confidence.
Pat’s dedication to continuous improvement and innovation played a key role in strengthening Lutz’s reputation as a trusted business advisor. Though now retired, his contributions continue to shape the firm’s approach to delivering exceptional client service.