Joe Carlson is a Senior Financial Planner at Lutz Financial. With 3+ years of relevant experience, he specializes in collaborating with advisers to provide detailed financial planning solutions and wealth management services for high net-worth individuals, families and businesses. In addition, he works closely with the Chief Investment Officer to monitor client portfolios and implement trade requests. He lives in Omaha, NE.
Current role
Senior Financial Planner at Independence Capital Financial Partners
Senior Financial Planner at Model Wealth
Senior Financial Planner at Betterment
Senior Financial Planner at Mission Square Retirement
Senior Financial Planner at Mission Square Retirement