Jason Good, CFA, CFP®
Jason Good, CFA, CFP® is the President at Intelligent Financial Strategies. He has a deep passion for helping clients achieve their most important goals and he places a high value on client relationships. Jason views his role as that of an educator and facilitator to help his clients achieve the lifestyle they ultimately desire.
Jason holds the Chartered Financial Analyst (CFA) charter, is a Certified Financial Planner™ and holds a BA in accounting with a finance concentration from St. John’s University. While at St. John's, Jason earned All-American and Academic All-American honors playing football for the Johnnies. He also earned a National Championship ring in 2003 while playing for legendary St. John's football coach John Gagliardi. Before becoming President at IFS, Jason worked at a hedge fund in the Twin Cities and as an advisor at a local investment advisory firm. He is a member of the CFA Institute, CFA Society of Minnesota and Financial Planning Association.
When he is not meeting with clients, Jason is often enjoying time with his wife Lindsay and their two-year old boxer, Belle. He is an avid fisherman, fitness enthusiast and on Saturday afternoons in the fall, you can find him supporting his alma mater at a St. John's football game.
Joe Pitzl, CFP®
Joe Pitzl, CFP®, is the Director of Financial Planning at Intelligent Financial Strategies. He believes that money makes an excellent servant in life, but a horrible master. His mission is to help people manage and align their financial resources to serve their life’s purpose.
Joe is a Certified Financial Planner™ professional and a graduate of the University of Wisconsin - Madison with a degree in Personal Finance. He is heavily involved in the Financial Planning Association as the National Chairman of FPA NexGen. Joe also sits on the FPA’s Professional Development Advisory Group, Communities Advisory Council and the Editorial Board for Practice Management Solutions Magazine. He is also a past Board Member of the Financial Planning Association of Minnesota and is a regular contributor to the FPA’s All Things Financial Planning blog. Joe has appeared in numerous publications, including a nationally syndicated column through the Minneapolis Star Tribune titled, “Joe and Your Dough”, the Pioneer Press, Investment News, Financial Planning Solutions Magazine, Financial Planning Magazine, the Journal of Financial Planning and the Chicago Tribune.
Outside of the office, Joe is an avid golfer, plays hockey and softball, has completed two marathons, and enjoys cooking and spending time at the lake with his wife, Becky.
Patti is a graduate of the University of Minnesota with a degree in Business. She spent 31 years in the insurance industry and recently retired from her Underwriting VP role at United Health Group, where she was employed for the last 17 years.
Patti has a spouse who is a professional walleye fisherman and two grown children. Her solo pursuits include running and reading, and she enjoys fishing and hiking with her family.
