Tom Hodgson, CFP®

Tom Hodgson, Investment Advisor, began his career in 2011. He has built extensive expertise in financial planning and wealth management while taking on leadership roles in training and estate planning initiatives.
 
Specializing in comprehensive financial planning and wealth management, Tom helps individuals and families navigate everything from retirement planning and investment management to education funding, estate planning, and tax-efficient strategies. He works closely with clients to develop personalized financial plans that evolve alongside their goals, providing practical guidance and ongoing support through every stage of life.
 
At Lutz, Tom is known for helping clients connect today’s decisions with what they want life to look like years from now. He takes a thoughtful, forward-looking approach to financial planning, simplifying complex decisions and adapting strategies as circumstances change. Clients appreciate his ability to listen first, anticipate needs, and provide steady guidance through important life and financial transitions. His genuine interest in understanding what matters most to each client has made him a valued advisor to individuals and families.
 
Tom lives in Elkhorn, NE, with his wife Carlie, their children Aubrey and Jack, and their dog Oakley. Outside the office, he can be found following the Jays and Huskers, cooking, golfing, and enjoying outdoor activities including hunting and fishing.