The Team

Goldstein & Associates
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work with our client’s attorney and CPA to help bring clarity and comfort to it by guiding our clients — and their families — through the process. Our clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Jon D Goldstein

Jon D Goldstein

Private Wealth Advisor

More about me...

Designations

MSFP, CFP®, ChFC®, CLU®, APMA®

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

B.S. (with Honors), Natural Sciences, UW–Madison, M.S., Resource and Developmental Economics IES, UW-Madison, Masters of Science Financial Planning (MSFP), College for Financial Planning
CA Insurance #0D20002

VISIT MY WEBSITE

Amanda Gausewitz

Amanda Gausewitz

Financial Advisor

More about me...

Designations

CFP®, MSFS, CTFA, CAP®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Intergenerational Planning

Education

Master of Science in Financial Services, 2007, The American College, Bryn Mawr, PA, Bachelor of Arts in Economics, Cum Laude, 2003, Ripon College, Ripon, WI

VISIT MY WEBSITE

Kyle Kerkenbush

Kyle Kerkenbush

Financial Advisor

More about me...

Designations

CFP®, CIMA®, CRPC®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options

Education

Bachelor of Science in Finance, Winona State University, Winona, MN

VISIT MY WEBSITE

Adam Peters

Adam Peters

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies

Education

Bachelor of Science in Personal Finance, University of Wisconsin - Madison

VISIT MY WEBSITE

Lisa Spadoni

Lisa Spadoni

Financial Advisor

More about me...

Designations

CFP®, CRPC®, APMA®, CLTC®, CDFA®

Top Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Women's Financial Strategies

Education

B.B.A., Business, University of Wisconsin, Oshkosh 1989

VISIT MY WEBSITE

Our Staff

Sabrina Breitenbach

Sabrina Breitenbach

Client Service Manager

CERTIFIED FINANCIAL PLANNER™ professional
More about me...

Qualifications

  • Bachelor of Business Administration in Finance - University of Texas at Arlington
  • CFP® - CERTIFIED FINANIAL PLANNER™ Professional
  • APMA® - Accredited Portfolio Management Advisor
  • CLTC® - Certfied Long-Term Care & CRPC® - Chartered Retirement Planning Counselor
  • FIINRA Exams: Series 7 - General Securities Representative, Series 31 - Futures Managed Funds, Series 66 - Uniform Combined State Law
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Cirect Client Meeting Workflow
  • Coordinate Client Service Requests
Jagdeep Kaur

Jagdeep Kaur

Client Service Manager

Chartered Retirement Planning Counselor℠
More about me...

Qualifications

  • Bachelor of Science in Persontal Finance, University of Wisconsin - Madison
  • CRPC® - Chartered Retirement Planning Counselor
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
Matt Paape

Matt Paape

Client Service Manager

Chartered Retirement Planning Counselor℠
More about me...

Qualifications

  • Bachelor of Science in Personal Finance, University of Wisconsin - Madison
  • CRPC® - Chartered Retirement Planning Counselor
  • Wisconsin Licensed Agent in Life and Accident & Health lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
Andy Peters

Andy Peters

Practice Manager

Chief Financial Officer
More about me...

Qualifications

  • Bachelor of Business Administration, University of Wisconsin - Madison
  • CPA - Certified Public Accountant

Roles & Responsibilities

  • Internal Accounting
  • Finance
  • Practice Management
Jack Gausewitz

Jack Gausewitz

Investment Specialist

Paraplanner
More about me...

Qualifications

  • Bachelor of Arts in Economics and Business Administration, Ripon College
  • Member, Omicron Delta Epsilon, International Economics Honor Society
  • APMA® - Accredited Portfolio Management Advisor
  • FINRA Exams: Series 7 - General Securities Representative, Series 66 - Uniform Combined State Law
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variabe Life/Annuity lines

Roles & Responsibilities

  • Account Maintenance
  • Money Movement
  • Technology
Sam Dawiedczyk

Sam Dawiedczyk

Client Service Specialist

Client Concierge
More about me...

Qualifications

  • Bachelor of Business Administration in Finance, University of Wisconsin - Whitewater

Roles & Responsibilities

  • Meeting Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
  • Client Reception
  • Records Retention & Filing
  • Scheduling/Meeting Coordination
Nate LaBombard

Nate LaBombard

Client Service Specialist

Client Concierge
More about me...

Qualifications

  • Bachelor of Business Administration in Finance, University of Wisconsin - Eau Claire
  • CRPC® - Chartered Retirement Planning Counselor

Roles & Responsibilities

  • Meeting Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
  • Client Reception
  • Records Retention & Filing
  • Scheduling/Meeting Coordination
Quintin Sharpe

Quintin Sharpe

Intern

More about me...

Roles & Responsibilities

  • Intern at Lake Geneva office location