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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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Sandy Ham-Malouf, Client Manager, began her career in 1985. With nearly four decades of experience in business technology and accounting, she brings a wealth of practical knowledge from roles in software implementation, bookkeeping, and accounting management.
Leveraging her deep financial and systems expertise, Sandy delivers comprehensive accounting support, software training, and installation services. She takes pride in addressing client needs efficiently and enjoys building lasting relationships through meaningful problem-solving and dependable service.
Sandy lives in Omaha, NE, with her husband, Todd, and their labradoodle, Sophie. Outside the office, she enjoys outdoor activities like walking and gardening, cheering for the Huskers and Jays, and spending quality time with friends.