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

Rob Allmand

Rob Allmand

402.778.7953

rallmand@lutz.us

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ROB ALLMAND + FINANCIAL ANALYST

Rob Allmand is a Financial Analyst at Lutz with over two years of venture capital experience. He focuses on providing merger and acquisition advisory and business valuation services.

AFFILIATIONS AND CREDENTIALS
  • National Association of Certified Valuators and Analysts, Member
  • Certified Valuation Analyst
EDUCATIONAL BACKGROUND
  • BSBA in Finance and Economics, University of Nebraska, Omaha, NE
COMMUNITY SERVICE
  • Center for People in Need, Past Member
  • Siena/Francis House Homeless Shelter, Past Member
Belief | Developer | Relator | Responsibility | Self-Assurance

CONTACT ROB ALLMAND

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VIEW MODIFIED SUMMER HOURS HERE

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

Adam Austin

Adam Austin

402.514.0019

aaustin@lutz.us

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ADAM AUSTIN + TAX MANAGER

Adam Austin is a Tax Manager at Lutz with over nine years of tax and consulting experience. He is responsible for providing tax consulting and compliance services to clients with a focus on business income tax for a variety of industries and individual income tax.

AREAS OF FOCUS
  • Tax Planning & Consulting
  • Individual, Partnership, & Corporate Taxation
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 and Finance, University of Nebraska, Lincoln, NE

Analytical | Achiever | Futuristic | Responsibility | Maximizer

CONTACT ADAM AUSTIN

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Toll-Free: 866.577.0780  |  Privacy Policy

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VIEW MODIFIED SUMMER HOURS HERE

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

Erin Baas

Erin Baas

Erin Baas + Lutz CAS & Healthcare Manager

402.827.2045

ebaas@lutz.us

LINKEDIN

ERIN BAAS + CAS DIRECTOR

Erin Baas is a Client Accounting Services Director at Lutz with over 15 years of experience. She provides business accounting and advisory services to a wide variety of industries with a special focus in private physician medical practices.

AREAS OF FOCUS
AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Nebraska Medical Group Management Association, Member
  • Certified Public Accountant
EDUCATIONAL BACKGROUND
  • BSBA in Accounting, Creighton University, Omaha, NE
COMMUNITY SERVICE
  • Nebraska Wildlife Rehab, Treasurer
Relator | Analytical | Achiever | Deliberative | Futuristic

CONTACT ERIN BAAS

13 + 12 =

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

VIEW MODIFIED SUMMER HOURS HERE

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

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

9 + 4 =

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

VIEW MODIFIED SUMMER HOURS HERE

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