Austin Wells
Helping Business Owners Design Retirement Programs To Attract, Retain, and Maximize Benefits To Key People Including Themselves | Mind What Matters
- Role
- Investment Adviser & Retirement Plan Specialist at Lutz
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Austin Wells
As a Retirement Plan Consultant, I work closely with our clients, prospects and providers…
Experience
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 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.
Skills
- Leadership
- Business Development
- Team Building
- Sales
- Marketing
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