LUTZ BUSINESS INSIGHTS
Tyler Daveline transitions to 401(k) client representative role
Lutz, a Nebraska-based business solutions firm, recently transitioned Tyler Daveline to its Financial division as a 401(k) Client Representative. In his new role, he will be responsible for providing support to Lutz Financial’s retirement plan clients and advisory team. He will focus on employee benefit plan consulting and providing an exceptional customer experience.
Tyler has over two years of experience in public accounting, previously serving as a staff accountant in Lutz’s healthcare department from 2019 to 2021. He graduated from Nebraska Wesleyan University, with a Bachelor’s degree in accounting and sports management.
3.22.23 | A CFO’s Guide to Board Meeting Participation | Recording
In this webinar, members of Board Business LLC and Lutz will discuss best practices for effective board meetings and board responsibilities
Further Developments in the Banking Industry + Financial Market Update + 3.21.23
The market’s attention remains focused squarely on the health of the banking system. We examine new developments from the last week and…
Accounting Today Names Lutz a 2023 Top 100 Firm and Regional Leader
Lutz has been named a 2023 Top 100 Firm by Accounting Today. This is the fifth consecutive year Lutz has been named in the Top 100…
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