Sam Addy

Sam Addy

Lutz Audit Partner Sam Addy

402.827.2061

saddy@lutz.us

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SAM ADDY + AUDIT SHAREHOLDER

Sam Addy is an Audit Shareholder at Lutz with over 17 years of experience. He has significant experience in providing accounting, auditing and consulting services to privately-held companies in various industries including agriculture, manufacturing, and wholesale.

AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
EDUCATIONAL BACKGROUND
  • BSBA, Colorado State University, Fort Collins, CO
COMMUNITY SERVICE
  • Memorial Little League, Treasurer
  • First Tee of Omaha, Treasurer

Harmony | Analytical | Communication | Consistency | Empathy

CONTACT SAM ADDY

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Clarke Beller

Clarke Beller

402.778.7964

cbeller@lutz.us

CLARKE BELLER + AUDIT MANAGER

Clarke Beller is an Audit Manager at Lutz with over four years of experience. He focuses on providing auditing and consulting services to privately-held companies as well as for employee benefit plans.

AFFILIATIONS AND CREDENTIALS
  • Nebraska Society of Certified Public Accountants, Member
  • American Institute of Certified Public Accountants, Member
  • Certified Public Accountant
EDUCATIONAL BACKGROUND
  • BSBA in Accounting, University of Nebraska, Lincoln, NE
  • MBA, University of Nebraska, Omaha, NE

Analytical | Significance | Individualization | Responsibility | Context

CONTACT CLARKE BELLER

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Toll-Free: 866.577.0780  |  Privacy Policy

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Katie Byrd

Katie Byrd

402.496.8800

kbyrd@lutz.us

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KATIE BYRD + AUDIT MANAGER

Katie Byrd is an Audit Manager at Lutz with over four years of related experience. She provides assurance services to businesses with a focus on the retail, service, distribution, nonprofit, and franchise industries. In addition, Katie assists with transaction advisory services and employee benefit plans.

AREAS OF FOCUS
  • Audit
  • Employee Benefit Plans
  • Transaction Advisory Services
  • Retail Industry
  • Services Industry
  • Manufacturing & Distribution Industry
  • Nonprofit Industry
  • Franchise Industry
AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
EDUCATIONAL BACKGROUND
  • BSBA in Accounting, University of Nebraska, Lincoln, NE
COMMUNITY SERVICE
  • University of Nebraska-Lincoln School of Accountancy Junior Advisory Board, Board Member

Achiever | Includer | Woo | Communication | Positivity

CONTACT KATIE BYRD

13 + 1 =

Toll-Free: 866.577.0780  |  Privacy Policy

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Scott Carrico

Scott Carrico

402.827.2035

scarrico@lutz.us

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SCOTT CARRICO + AUDIT SHAREHOLDER & DIRECTOR OF MARKETING AND BUSINESS DEVELOPMENT

Scott Carrico is an Audit Shareholder at Lutz with over 20 years of audit, tax, and consulting experience. He specializes in audits, reviews and compilations as well as consulting for monthly financial statement preparation and analysis, budget preparation and analysis, general business consulting, tax preparation and consulting.

Scott also serves as the Director of Marketing and Business Development where he oversees and implements the firms marketing and sales efforts.

AREAS OF FOCUS
AFFILIATIONS AND CREDENTIALS
  • Nebraska Society of Certified Public Accountants, Member
  • Exit Planning Institute, Member
  • Association for Accounting Marketing, Member
  • Certified Public Accountant
  • Certified Exit Planning Advisor
EDUCATIONAL BACKGROUND
  • BSBA, University of Kansas, Lawrence, KS
COMMUNITY SERVICE
  • Ronald McDonald House, Past Board Member
  • Marian High School, Fundraising
  • YPO, Strategic Partner
  • Vistage, Trusted Advisor Board

Strategic | Responsibility | Achiever | Futuristic | Learner

CONTACT SCOTT CARRICO

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Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Ryan Cook

Ryan Cook

Ryan Cook

402.827.2085

rcook@lutz.us

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RYAN COOK + AUDIT & CONSULTING SHAREHOLDER 

Ryan Cook is an Audit and Consulting Shareholder at Lutz with over 11 years of experience in accounting and assurance and five years in business valuation. He provides accounting, auditing, and consulting services to privately-held companies, with in-depth experience in the construction industry.

AREAS OF FOCUS
AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
  • Accredited in Business Valuation
EDUCATIONAL BACKGROUND
  • BSBA in Finance and Accounting, University of Nebraska, Lincoln, NE
COMMUNITY SERVICE
  • The University of Nebraska at Lincoln School of Accountancy, Advisory Board
  • Boys and Girls Club of Lincoln, Board Member
  • Habitat for Humanity's Annual Fundraiser (Brew Haha), Past Committee Member

Competition | Communication | Woo | Strategic | Command

CONTACT RYAN COOK

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Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850