Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently announced its admission of four additional owners.
Nick Hall, CFP®, has been promoted to Investment Advisor and Principal. He specializes in providing wealth management strategies and thorough, adaptive financial plans for high-net-worth families.
Joe Hefflinger, JD, CFP®, CAP®, has been promoted to Investment Advisor and Principal. He provides comprehensive financial planning and investment advisory services for professionals, business owners, and retirees.
Josh Jenkins, CFA, has been promoted to Chief Investment Officer and Principal. He leads the Investment Committee and assists clients with portfolio construction, asset allocation, and investment risk management.
Chris Wagner, CFP®, CPFA®, has been promoted to Retirement Plan Services Advisor and Principal. He leads Lutz Financial’s 401k practice, providing company and corporate retirement plan consulting and investment advisory services.