Baitzel Financial Services is a family-owned firm built on decades of trusted relationships, thoughtful guidance, and personal service. As our firm enters its next chapter, leadership has transitioned to the next generation of the Baitzel Family, Jonathon, Nick, and Kimmy Baitzel, ensuring continuity in both values and care while expanding the ways we support our clients.

While our name has evolved, our commitment has not. Clients continue to receive the same attentive service, clear communication, and dependable expertise they have always known. Our updated structure allows us to serve individuals and businesses across a broader range of financial and accounting needs, while remaining rooted in the relationships that define our firm.

We are deeply grateful for the trust our clients place in our family and our team, and we look forward to continuing those relationships for many years to come.

Baitzel Financial Services

Org chart

Teams

Offices