Joe Pitzl, CFP®
Joe Pitzl, CFP®, is the Managing Partner at Pitzl Financial. For over ten years, he has been helping individuals and families gain better clarity and control over their personal finances. He believes that money makes an excellent servant in life, but a horrible master.
Joe is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the University of Wisconsin – Madison with a degree in Personal Finance. He is actively involved in the Financial Planning Association and is a past national President and Chairman of FPA NexGen. He was nominated by his peers in 2016 as one of 10 Young Advisors to Watch in the US, and was recognized with the Five Star Wealth Manager award in 2017.
Outside of the office, Joe is an avid golfer, plays and coaches hockey, has completed two marathons, and enjoys spending time in the outdoors with his wife, Becky, and two kids, Ben and Evie.
John Pitzl, CPA
John is a partner at Pitzl Financial. He graduated from the University of Minnesota-Duluth with a bachelor’s degree in Accounting. John is the President of our sister accounting firm, Pitzl & Pitzl, PA.
John has been named among the Twin Cities Best Wealth Managers by Twin Cities Magazine in 2012 and 2013 for his excellence in tax planning. He approaches each engagement with big firm expertise and small firm service.
John is always available as a resource to clients for questions on taxes, business planning, M&A transactions, estate taxes, and other general accounting.
John enjoys spending time outside with his wife, Laura, and their four boys.
Dan Pitzl, CPA
Dan is a partner at Pitzl Financial. He graduated from the University of Minnesota-Duluth with a bachelor’s degree in Accounting and a minor in Finance. Dan is an Certified Public Accountant at Pitzl & Pitzl, PA. He enjoys learning about his clients and being a trusted resource for individuals and small businesses.
Dan is a reliable and responsive resource for clients and brings his expertise in personal and business tax planning.
Dan is happily married to his wife, Andrea, and enjoys playing hockey, lacrosse, and golf.
Ann is the Client Service Specialist at Pitzl Financial. She is responsible for ensuring that all of your service needs and requests are met in a timely and accurate manner.
Ann has spent the last 6 years with another local financial advisory firm in this same capacity. She has had extensive experience and training in customer service and marketing positions throughout her 30+ year professional career at companies such as Crane Merchandising Systems, Imation, and Deluxe Corporation.
Ann and her husband, Gary, have five daughters.