• Joined January 2026
• Enjoys spending time with family, self-improvement, and staying busy
• Loves physical activities, including running, golf, snowboarding, and water sports

BJ Bitz is a Branch Professional specializing investment operation, and administrative support for McNellis & Asato. BJ works closely with advisors and clients to help ensure the seamless handling of portfolio transactions, retirement plan processing, account maintenance, and day‑to‑day service requests.

With a background in the banking sector, BJ brings a strong attention to detail, a commitment to accuracy, and a client‑first mindset to every interaction. BJ supports coordinates investment updates and assists with the review of employer‑sponsored retirement plan materials, lifetime income analyses, education planning, and long‑term savings strategies.

BJ is passionate about helping clients feel informed, confident, and supported in their financial lives.