Sam Bonebrake, CFP®

Sam Bonebrake, Financial Planner, began his career in 2021. After interning with Lutz Financial Services, he joined the firm full-time in 2023, bringing fresh perspectives and enthusiasm to the financial planning team. 

Specializing in account management and comprehensive financial planning, Sam supports advisors in developing and maintaining personalized strategies aligned with each client’s goals. He assists with plan creation, implementation, and monitoring to ensure clients stay on track toward their objectives. Sam values building long-term relationships and takes pride in seeing clients make meaningful progress toward their retirement goals. 

Sam lives in Omaha, NE. Outside the office, you can find him watching sports, golfing, and spending time at Lake Okoboji with family and friends.