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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

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Vossen Justin_Color Large
  • Analytical, Strategic, Consistency, Includer, Input

Justin Vossen, CFP®

Investment Advisor, Principal

Justin Vossen, Investment Advisor and Principal, began his career in 1997. With extensive experience in finance, banking, and investment management, he brings comprehensive expertise to his role advising high-net-worth clients and foundations. As a member of the Lutz Financial Board his leadership extends beyond client relationships to shaping the firm's direction. 

Leveraging his background in bond trading and portfolio management, Justin focuses on providing comprehensive investment and planning services. He develops tailored financial strategies across wealth management, retirement planning, and estate planning. Justin values creating solutions that give clients peace of mind about their financial situations. 

 

At Lutz, Justin establishes unshakeable trust through his analytical mindset and strategic approach to investment management. He takes time to understand what truly matters to each client—whether it's retiring early or successfully transferring a business—and then builds comprehensive financial strategies to help them get there. 

 

Justin lives in Omaha, NE. Outside the office, he can be found spending time with his wife, Nicole, and their children, Max and Kate.  

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Areas of Focus
  • Investment Advisory Services
  • Comprehensive Financial Planning
  • Business Owners & Families in Transition
  • Succession Planning
  • High Net-Worth Families
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Affiliations & Credentials
  • Certified Financial Planner™ (CFP) 
  • Financial Planning Association, Member 
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Community Service
  • St. Augustine Indian Mission, Board Member 
  • CUES, Board Member 
  • Nebraska Elementary and Secondary Finance Authority, Board Member 
  • St. Patrick’s Church, Finance Committee 
  • Mount Michael Finance Advisory, Committee 
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Educational Background
  • BSBA in Economics and Finance, Creighton University, Omaha, NE
 
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Justin Vossen, CFP®