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Austin Wells, CFP®

Retirement Plan Consultant & Investment Advisor

Austin Wells, Retirement Plan Consultant & Investment Advisor, began his career in 2014. With a strong foundation in investment guidance, retirement planning, and tax strategies from his early years as a financial advisor, he now specializes in helping businesses create effective corporate benefits programs. 

Specializing in retirement plan consulting, Austin focuses on helping businesses design programs that meet organizational objectives while enhancing employee financial well-being. He values seeing the long-term positive impact of well-crafted benefit structures, which help business owners prepare for their future, foster employee loyalty, and support financial security for all participants. 

 

Austin lives in Omaha, NE, with his wife Kelsey and their son Campbell. Outside the office, he can be found participating in sporting events, outdoor activities, golfing, and spending time at the park with his son. 

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Areas of Focus
  • Retirement Plan Consulting
  • Investment Advisory Services
  • Comprehensive Financial Planning
  • Participant Education
  • Employee Development Lead
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Affiliations & Credentials
  • Certified Financial Planner™, CFP 
  • Nonqualified Plan Advisor, NQPA
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Community Service
  • Lutz Gives Back, Volunteer
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Educational Background
  • BSBA, University of Nebraska, Omaha, NE
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Austin Wells, CFP®