Lutz
A Financial Advisor at Lutz Financial provides one-on-one financial guidance to plan participants, conducts individual meetings, supports participants through life events, and delivers financial education content.
Headquarters
Omaha, Nebraska, United States
Company Size
201-500 employees
Founded
1980
Lutz is a Nebraska-based business solutions firm offering accounting, consulting, M&A advisory, talent solutions, technology services, and financial services to clients across Nebraska and the Midwest. The firm provides integrated services designed to help organizations optimize financial performance, execute transactions, and leverage technology to drive growth. With deep regional knowledge and cross-disciplinary teams, Lutz supports mid-sized businesses across finance, operations, and human capital needs. Lutz emphasizes practical, hands-on service that aligns strategy with execution to deliver measurable results.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lutz.
Retirement Planning Consultant-Client Team
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