Investment Adviser & Retirement Plan Specialist

• Jan 2019 - Present

Our firm specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. To help ensure our advice is entirely objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services. Lutz Financial is an SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by… Show more Our firm specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. To help ensure our advice is entirely objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services. Lutz Financial is an SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service. Show less Our firm specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. To help ensure our advice is entirely objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services. Lutz Financial is an SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by… Show more Our firm specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. To help ensure our advice is entirely objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services. Lutz Financial is an SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service. Show less

Independent Financial Advisor

• May 2018 - Jan 2019

As an independent financial advisor I partner with indviduals and businesses to identify, pursue and achieve their financial goals. My goal is to make the lives of my clients simpler and provide purpose to the financial decisions they make. My firm utilizes the latest technology so our clients can have their current information with them at all times. Ultimately my job is to be your partner and coach in selecting, implementing and reviewing the financial tools used in your unique financial… Show more As an independent financial advisor I partner with indviduals and businesses to identify, pursue and achieve their financial goals. My goal is to make the lives of my clients simpler and provide purpose to the financial decisions they make. My firm utilizes the latest technology so our clients can have their current information with them at all times. Ultimately my job is to be your partner and coach in selecting, implementing and reviewing the financial tools used in your unique financial situation. Show less As an independent financial advisor I partner with indviduals and businesses to identify, pursue and achieve their financial goals. My goal is to make the lives of my clients simpler and provide purpose to the financial decisions they make. My firm utilizes the latest technology so our clients can have their current information with them at all times. Ultimately my job is to be your partner and coach in selecting, implementing and reviewing the financial tools used in your unique financial… Show more As an independent financial advisor I partner with indviduals and businesses to identify, pursue and achieve their financial goals. My goal is to make the lives of my clients simpler and provide purpose to the financial decisions they make. My firm utilizes the latest technology so our clients can have their current information with them at all times. Ultimately my job is to be your partner and coach in selecting, implementing and reviewing the financial tools used in your unique financial situation. Show less

Financial Advisor

• Nov 2014 - May 2018

Account Executive

• Jun 2013 - Jun 2014

Serve as liaison between clients nationwide and internal teams throughout planning/development, execution and measurement/analysis of advertising campaigns. Maintain an outward focus, identifying, qualifying, pitching and securing new business. Serve as liaison between clients nationwide and internal teams throughout planning/development, execution and measurement/analysis of advertising campaigns. Maintain an outward focus, identifying, qualifying, pitching and securing new business.

Tight End

• Apr 2012 - Aug 2012

Pursued my dream of being a professional athlete. Pursued my dream of being a professional athlete.