Stephanie Bailey

Stephanie Bailey

402.827.2358

sbailey@lutz.us

STEPHANIE BAILEY + CLIENT SERVICE ASSOCIATE

Stephanie Bailey is a Client Service Associate at Lutz Financial. With 10+ years of relevant experience, she specializes in client relations, account management and billing. She serves as a liaison with custodians and clients to ensure each client receives service that exceeds their expectations. She lives in Elkhorn, NE, with her husband, three children, and their Golden Retriever and Australian Shepherd (Midas and Frankie).

AREAS OF FOCUS
  • Client Relationship & Account Management
  • Compliance Process Assistance
  • System Report Compilation
  • Account Information Analysis
  • Client Billing
EDUCATIONAL BACKGROUND
  • BSBA in Business Management, Bellevue University, Bellevue, NE
COMMUNITY SERVICE
  • Open Door Mission, Volunteer
  • Lutz Gives Back, Volunteer

Restorative | Relator | Strategic | Individualization | Achiever

CONTACT STEPHANIE BAILEY

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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 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Jim Boulay

Jim Boulay

402.827.2300

jboulay@lutzfinancial.com

LINKEDIN

JIM BOULAY, CPA/PFS, CFP®, CAP® + INVESTMENT ADVISER, MANAGING MEMBER

Jim Boulay is an Investment Advisor and Managing Member at Lutz Financial. With 30+ years of experience, Jim specializes in financial planning and investment advisory services for high-net-worth individuals, families, and business owners. He lives in Omaha, NE, with his wife Regina, and four sons.

AREAS OF FOCUS
  • Comprehensive Financial Planning
  • Business Owners & Families in Transition
  • Family Office Services
AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Financial Planning Association, Member
  • National Association of Personal Financial Advisors, Member
  • Omaha Estate Planning Council, Member
  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Advisor in Philanthropy
EDUCATIONAL BACKGROUND
  • BSBA in Accounting, University of St. Thomas, St. Paul, MN
COMMUNITY SERVICE
  • Catholic Charities Endowment, Committee Chair
  • Crohn's & Colitis Foundation, Chapter President
  • Christ Child Society, Past President
Woo | Activator | Communication | Belief | Responsibility

CONTACT JIM BOULAY

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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 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Jaime Briganti

Jaime Briganti

402.827.2300

jbriganti@lutzfinancial.com

LINKEDIN

JAIME BRIGANTI + MANAGER OF CLIENT & ADVISER SERVICES

Jaime Briganti is a Manager of Client & Advisor Services at Lutz Financial. With 12+ years of relevant experience, she specializes in implementing internal policies and procedures regarding operational activities and workflows. In addition, she is responsible for managing the operations team and assists advisers in the process of converting potential leads into clients. She lives in Elkhorn, NE, with her family.

AREAS OF FOCUS
  • Procedure & Process Efficiency Improvement
  • Compliance & Regulation Implementation
  • Operational Training & Development
EDUCATIONAL BACKGROUND
  • AA in Business Administration, Pensacola State College, Pensacola, FL
  • BSBA, University of West Florida, Pensacola, FL
  • MBA with a focus in Finance, Midland University, Fremont, NE
COMMUNITY SERVICE
  • St. Patrick's Elkhorn Choir, Member
Restorative | Focus | Relator | Learner | Responsibility

CONTACT JAIME BRIGANTI

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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 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Joe Carlson

Joe Carlson

402.778.7976

jcarlson@lutz.us

LINKEDIN

JOE CARLSON + FINANCIAL PLANNER

 Joe Carlson is a Financial Planner at Lutz Financial. With 1+ years of relevant experience, he specializes in collaborating with advisers to provide detailed financial planning solutions and wealth management services for high net-worth individuals, families and businesses. In addition, he works closely with the Sr. Portfolio Manager to monitor client portfolios and implement trade requests. He lives in Omaha, NE.

AREAS OF FOCUS
  • Comprehensive Financial Planning
  • Client Relationship & Account Management
  • Trading Support
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association, Member
  • Bloomberg Certified
EDUCATIONAL BACKGROUND
  • BSBA in Finance, University of Nebraska, Lincoln, NE

Competition | Individualization | Achiever | Positivity | Woo

CONTACT JOE CARLSON

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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 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Nick Hall

Nick Hall

402.827.2300

nhall@lutz.us

LINKEDIN

NICK HALL, CFP® + INVESTMENT ADVISER

Nick Hall is an Investment Adviser at Lutz Financial. With 10+ years of relevant experience, he specializes in creating thorough, adaptive financial plans and investment management strategies for high net-worth families. He lives in Omaha, NE, with his wife Kiley, and daughter Amelia.

AREAS OF FOCUS
  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Retirement Planning
  • Income Tax Planning
  • Social Security and Medicare Planning
  • Investment Project Research
  • High Net Worth Families 
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association, Member
  • CERTIFIED FINANCIAL PLANNER™
EDUCATIONAL BACKGROUND
  • BSBA in Finance and Business Management, Eller College of Management - University of Arizona, Tuscon, AZ
COMMUNITY SERVICE
  • Mount Michael Benedictine, Alumni Board President
  • Lutz Gives Back, Committee member
  • United Way, Volunteer
  • Salvation Army, Volunteer
  • Omaha Home For Boys, Volunteer

Achiever | Competition | Learner | Significance | Self-Assurance

CONTACT NICK HALL

2 + 10 =

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 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850