Tom Hodgson
Investment Advisor at Lutz Financial
- Role
- Investment Advisor at Lutz
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Tom Hodgson
Certified Financial Planner™ professional in Omaha, NE. I strive to provide excellent…
Experience
Investment Advisor
Jul 2022 — Present · Omaha, NE, US
Lutz Financial is a 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.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.
Education
Creighton University
Bachelor of Science Business Administration
2009 — 2013
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