402.827.2300

jboulay@lutzfinancial.com

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JIM BOULAY, CPA/PFS, CFP®, CAP® + INVESTMENT ADVISOR, MANAGING MEMBER

Jim Boulay founded Lutz Financial in 2001 and has over 25 years of experience in the financial consulting and accounting fields. His responsibilities include both comprehensive financial planning and investment advisory services.

AFFILIATIONS AND CREDENTIALS

  • Certified Public Accountant, 1993
  • Certified Financial Planner™
  • Chartered Advisor in Philanthropy
  • Personal Financial Specialist
  • American Institute of Certified Public Accountants, Member
  • Omaha Estate Planning Council, Member
  • Financial Planning Association, Member

EDUCATIONAL BACKGROUND

  • BSBA in Accounting, College of St. Thomas, St. Paul, MN

COMMUNITY SERVICE

  • Catholic Charities Endowment, Treasurer
  • Omaha Estate Planning Council, Member

CONTACT JIM BOULAY

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P: 402.827.2300 | F: 402.827.2319 | E: contact@lutzfinancial.com | 13616 California Street | Suite 200 | Omaha, NE 68154