Joe Pitzl, CFP®
Joe Pitzl, CFP®, is the Managing Partner at Pitzl Financial. For over fifteen 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.
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.
Rick started in the financial services industry in 1998 and joined Pitzl Financial in March 2018. He has built a depth of experience in assisting individuals and families with making prudent and impactful financial decisions. Rick is a CERTIFIED FINANCIAL PLANNER™ professional, and a graduate of Southwest Minnesota State University with a bachelor’s degree in business administration with a finance concentration.
He and his wife, Maggie, and their five children, live in White Bear Lake, Minnesota. In his free time Rick likes to stay active playing basketball with his kids, watching his daughters dance, and searching for monster walleye.
Justin Gabriel, CFP®
Justin Gabriel is a Financial Planning Associate at Pitzl Financial, and is responsible for the organization and analysis of our clients’ financial planning needs, playbook, meeting preparation, and follow-up.
Justin is a graduate of the Personal Finance program at the University of Wisconsin – Madison, where he completed his coursework to sit for the CFP® exam, which he plans to do in the coming months.
He has a great deal of background in finance, banking and accounting, having spent the better part of the last three years working in various roles for his hometown credit union – including their financial advisory unit – and for a local accounting firm in Oshkosh, Wisconsin.
Matthew Kalkman is a Financial Planning Associate at Pitzl Financial and is responsible for the organization and analysis of our clients’ financial planning needs, playbook, meeting preparation, and follow-up.
Matthew is a graduate of Gustavus Adolphus College with a bachelor’s degree in Economics.
While obtaining his undergraduate degree he served as a student representative on the Gustavus Board of Trustee Investment Committee charged with overseeing the endowment of the college. In addition, he held positions as the President of the Skone Investment Club and Finance Club.
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 and Partner 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 Manager 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 nearly a decade in financial services in the Twin Cities. 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, live in White Bear Lake and have five daughters.