Lutz Financial

Adriane Washburn is a financial advisor at Lutz Financial with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Principal Life Insurance Company. In addition to her advisory role, she is an Independent Insurance Agent. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.

Joseph Carlson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Lutz Financial in Omaha, NE. His background includes roles at Remolt Ludtke LLP and Raymond James, as well as time at the University of Nebraska - Lincoln. Lutz Financial provides advisory services to individuals, retirement plans, charitable organizations, and businesses, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm integrates investment management with accounting and tax services through its affiliation with a certified public accounting firm.

Nicholas Hall is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Lutz Financial since 2014. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm combines investment management with coordinated accounting and tax services through its affiliation with a certified public accounting firm.

Alec Johnston is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Lutz Financial. His prior roles include positions at Creighton University and TD Ameritrade. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with options for client-imposed restrictions and periodic rebalancing.

Shannon Gohr is a CFP® and holds a Series 66 license with two years of industry experience. She is currently an advisor at Lutz Financial and has previous experience at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Before entering the financial industry, she worked in the hospitality sector and spent six years at the University of Nebraska. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and rebalancing, supported by affiliations with a certified public accounting firm for coordinated services.

Samuel Bonebrake is a CFP® professional with experience at Lutz Financial since 2021. Prior to his advisory role, he worked at St. Louis University and Creighton Preparatory School. He is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and bonds, with ongoing monitoring and client-directed restrictions.

Austin Wells is a CFP® professional with 10 years of experience in the financial services industry. He has worked with Lutz Financial since 2019, following roles at Securities America Advisors and Mutual of Omaha. Wells holds Series 63 and Series 65 licenses. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services. The firm offers tailored portfolios using mutual funds, ETFs, and individual bonds, and is affiliated with a certified public accounting firm, enabling coordinated accounting and tax services.

Thomas Hodgson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Lutz Financial since 2022. His prior experience includes roles at LPL Financial, Investment Centers of America, Hightower Advisors, and Morgan Stanley. Lutz Financial provides advisory services to individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, along with coordinated accounting and tax services through its affiliation with a certified public accounting firm.

James Boulay is a CFP® and PFS™ with 24 years of industry experience. He has been with Lutz Financial Services, LLC since 2001. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm is affiliated with a certified public accounting firm, allowing for coordinated accounting and tax services alongside investment management.

Christopher Wagner is a CFP® professional with 19 years of industry experience. He has worked at Lutz Financial since 2016 and previously spent 12 years with Mutual/United of Omaha. Wagner holds Series 63 and Series 65 licenses. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing portfolio management, retirement plan consulting, and financial planning services. The firm integrates investment management with accounting and tax services through its affiliation with a certified public accounting firm.

Landon Sibole is a CFP® affiliated with Lutz Financial in Omaha, NE, where he has worked since 2022. He has prior experience in commercial investment properties and marketing, as well as roles at Carson Wealth Management and the University of Nebraska Lincoln. Lutz Financial serves individuals, retirement plans, charitable organizations, and businesses with portfolio management, financial planning, and a digital Automated Investment Program. The firm integrates investment management with access to accounting and tax services through its affiliation with a certified public accounting firm.

Joshua Jenkins is a CFA® charterholder with 10 years of industry experience. He has been with Lutz Financial since 2018 and previously worked at CLS Investments, LLC from 2013 to 2018. He holds a Series 65 license and is based in Omaha, NE. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, and financial planning services. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, along with an Automated Investment Program that provides model portfolios through client-selected custodians.

Joseph Hefflinger is a financial advisor at Lutz Financial in Omaha, NE, holding the CFP® designation with 14 years of industry experience. He has been with Lutz Financial since 2015. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and client-directed restrictions.

Justin Vossen is a CFP® professional with 18 years of industry experience, currently serving at Lutz Financial Services, LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. Lutz Financial advises individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, retirement plan consulting, financial planning, and a digital Automated Investment Program. The firm’s investment approach includes tailored portfolios using mutual funds, ETFs, and individual bonds, with ongoing monitoring and rebalancing, and maintains an affiliation with a certified public accounting firm to support coordinated tax and accounting services.