GRAND
ISLAND, Neb., June 27,
2024 /PRNewswire/ -- Lutz Financial, an SEC
Registered Investment Advisor and an affiliate of Lutz, recently
added Adriane Washburn to its
Grand Island office.
Washburn joins the firm as an Investment Advisor. She
specializes in providing comprehensive financial planning,
investment advisory, and retirement planning services for
high-net-worth individuals and families. Adriane is a
longstanding member of the Grand
Island community and currently serves as a board member of
the CHI/Saint Francis Hospital Foundation. She brings over 16 years
of financial planning experience to the team.
Based in Nebraska, Lutz
Financial offers financial planning and investment advisory
services to individuals, endowments, and foundations, as well as
retirement plan services to small and medium-sized businesses.
Their approach is rooted in Midwestern values, emphasizing
relatability and integrity. Lutz Finacial's highly credentialed
team of advisors focuses on every aspect of your financial world,
working to preserve capital and grow assets through evidence-based,
objective advice.
"We are excited to extend the physical presence of our talented
investment advisors to Grand
Island, allowing us to better serve clients in the area,"
said Justin Vossen, CFP®, Investment
Advisor and Principal at Lutz Financial. "Adriane's extensive
experience and dedication make her a valuable addition to our team,
and we look forward to her positive impact on our clients and the
community."
ABOUT LUTZ FINANCIAL
Lutz Financial is an SEC Registered Investment Advisor and an
affiliate of Lutz, a leading Midwest business solutions 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.
Lutz Financial specializes in advising an elite group of
individuals, endowments, foundations, and small to medium-sized
business retirement plans. We offer professional financial
counseling and investment management services for a fee.
Contact: Brooke Sorensen
Telephone: (402) 827-2083
Email: bsorensen@lutz.us
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SOURCE Lutz