Stephanie Bailey

Stephanie Bailey

402.827.2358

sbailey@lutz.us

STEPHANIE BAILEY + CLIENT SERVICE ASSOCIATE

Stephanie Bailey is a Client Service Associate for Lutz Financial with over eight years of industry experience. She is responsible for working closely with clients and custodians to provide an exceptional client experience.

AREAS OF FOCUS
  • Administrative Assistance
  • Client Service
EDUCATIONAL BACKGROUND
  • BSBA in Business Management, Bellevue University, Bellevue, NE
COMMUNITY SERVICE
  • Open Door Mission, Volunteer

Restorative | Relator | Strategic | Individualization | Achiever

CONTACT STEPHANIE BAILEY

3 + 2 =

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

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

Jim Boulay

Jim Boulay

402.827.2300

jboulay@lutzfinancial.com

LINKEDIN

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

Jim Boulay founded Lutz Financial in 2001 and has over 29 years of experience in financial consulting and accounting. His responsibilities include both comprehensive financial planning and investment advisory services.

AREAS OF FOCUS
  • Financial Planning
  • Investment Advisory Services
  • Business Owners & Families in Transition
AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Financial Planning Association, 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, Treasurer
  • Christ Child Society, Past President
  • Omaha Estate Planning Council, Member
Woo | Activator | Communication | Belief | Responsibility

CONTACT JIM BOULAY

9 + 7 =

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

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

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 & Adviser Services at Lutz Financial with over 11 years of experience in the financial services industry. She is responsible for supervising and training Lutz Financial staff, as well as new advisers on operational processes. In addition, she will support all advisers in the areas of compliance implementation, client service requests, and process improvement.

AREAS OF FOCUS
  • Financial Planning Assistance
  • Client Service
  • Operations Training
  • Compliance Implementation
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association, Member
EDUCATIONAL BACKGROUND
  • AA, Pensacola State College, Pensacola, FL
  • BSBA in Business Administration, University of West Florida, Pensacola, FL
  • MBA, Midland University, Fremont, NE
  • CFP Education Courses, Metropolitan Community College, Elkhorn, NE
COMMUNITY SERVICE
  • St. Patrick's Elkhorn Choir, Member
Restorative | Focus | Relator | Learner | Responsibility

CONTACT JAIME BRIGANTI

5 + 2 =

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

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

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 a Bachelor’s degree in business administration focusing in finance. He is responsible for assisting Lutz Financials’ advisers in the preparation of financial plans, as well as managing daily service requests from clients.

AREAS OF FOCUS
  • Financial Planning Assistance
  • Client Service Requests
EDUCATIONAL BACKGROUND
  • BSBA in Finance, University of Nebraska, Lincoln, NE

Competition | Individualization | Achiever | Positivity | Woo

CONTACT JOE CARLSON

13 + 7 =

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

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

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 over eight years of industry experience. He specializes in comprehensive financial planning and investment advisory management services.

AREAS OF FOCUS
  • Financial Planning
  • Investment Advisory Services
  • Retirement Planning
  • Income Tax Planning
  • Social Security and Medicare Planning
  • Education Planning
  • Investment Product Research
  • Small Business Owners
  • High Net Worth Families in Transition
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association of Nebraska, 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-Elect
  • Lutz Gives Back, Committee member
  • United Way, Volunteer
  • Salvation Army, Volunteer
  • Omaha Home For Boys, Volunteer
  • Susan G. Koman Race for the Cure, Volunteer

Achiever | Competition | Learner | Significance | Self-Assurance

CONTACT NICK HALL

8 + 4 =

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

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