Our Team

Bob began his financial planning practice in 2006 with Osaic FA (formally Lincoln Financial Advisors)  and has made it his mission to assist his clients in meeting their financial goals. Bob specializes in helping clients determine and meet their investing, retirement, and estate planning needs.

On September 11, 2001, Bob was working in the Twin Towers. He was fortunate to survive, and the experience profoundly impacted him. In the aftermath of the attacks, he saw firsthand how people came together to support each other. This experience inspired Bob to become a financial planner to help others achieve their financial goals and secure their future. It taught him the importance of resilience, compassion, and helping others.

Bob earned a bachelor’s degree in finance from York College of Pennsylvania and played on the men’s lacrosse team. Bob currently holds the Chartered Retirement Planning Counselor designation.

Bob resides in Haddon Township, NJ, with his wife, BethAnn, and their three children, Brennan, Jilly, and Andi. Bob is a sports enthusiast and enjoys coaching his children’s teams across various sports, and he always looks forward to their annual summer trips to the Jersey Shore!

Davis joined Bob Lutz’s team in 2019 when he graduated with a bachelor’s degree in Finance from Rowan University. As a Client Relationship Manager, he strives to provide top level service to both current and prospective clients to ensure that their financial goals are accomplished. Davis holds his series 7 and 66 registrations.

Davis currently resides in Medford, NJ, with his wife, Alyssa, their son, Davis Jr., and their dog, Gio. Davis enjoys spending time with family and friends throughout the summer at the Jersey Shore and rooting for his beloved Philadelphia Eagles.

Brittany joined Ascend Wealth Management in December 2024 as our Client Services Specialist. She has started her career in Finance in Field Operations in 2022 with Osaic FA (formally Lincoln Financial Advisors). Since then, she has gained insight into the industry and continuously works on expanding her knowledge. She looks forward to creating and maintaining relationships with clients. Outside her professional commitments, you can find her playing volleyball, camping and enjoying other outdoor activities.