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

Amanda Gausewitz

Amanda Gausewitz

Financial Advisor

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Contact

amanda.m.gausewitz@ampf.com

608.831.3230

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

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Kyle Kerkenbush

Kyle Kerkenbush

Financial Advisor

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Contact

kyle.d.kerkenbush@ampf.com

608.831.3230

Designations

CIMA®, CFP®, 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

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Adam Peters

Adam Peters

Financial Advisor

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Contact

adam.r.peters@ampf.com

608.831.3230

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

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David M Sharpe

David M Sharpe

Financial Advisor

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Contact

david.sharpe@ampf.com

262.248.0620

Designations

CRPC®, AAMS®, APMA®, CRPS®, CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Small Business
  • Tax Planning Strategies
CA Insurance #0F37676

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Lisa Spadoni

Lisa Spadoni

Financial Advisor

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Contact

lisa.a.spadoni@ampf.com

608.831.3230

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

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

Education

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

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Christa Rubenzer Schonscheck

Christa Rubenzer Schonscheck

Associate Financial Advisor

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Designations

CFP®, CRPC®, CLTC®, APMA®

Education

Bachelor of Arts in Political Science, University of Wisconsin Madison, 2011

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Our Staff

Sabrina Breitenbach

Sabrina Breitenbach

Client Service Manager
Chartered Retirement Planning Counselor℠
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Contact

sabrina.breitenbach@ampf.com

608.831.3230 Ext. 324

Qualifications

  • Bachelor of Business Administration in Finance, University of Texas at Arlington
  • APMA® - Accredited Portfolio Management Advisor
  • CLTC® - Certified Long-Term Care
  • CRPC® - Chartered Retirement Planning Counselor
  • FINRA 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
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
Jagdeep Kaur

Jagdeep Kaur

Client Service Manager
Chartered Retirement Planning Counselor℠
More about me...

Contact

jagdeep.kaur@ampf.com

608.831.3230 Ext. 329

Qualifications

  • Bachelor of Science in Personal 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 Specialist
Chartered Retirement Planning Counselor℠
More about me...

Contact

matthew.paape@ampf.com

608.831.3230 Ext. 337

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

  • Meeting Preparation & Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
Christi Levenson

Christi Levenson

Client Service Specialist
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Contact

christi.levenson@ampf.com

608.831.3230 Ext. 318

Roles & Responsibilities

  • Meeting Preparation & Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
JoAnn Henrickson

JoAnn Henrickson

Client Service Specialist
Client Concierge
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Contact

joann.x.henrickson@ampf.com

608.831.3230 Ext. 340

Qualifications

  • Wisconsin Licensed Agent in Life and Accident & Health lines

Roles & Responsibilities

  • Business Processing & Submission
  • Meeting Follow-Up
  • Records Retention & Filing
  • Scheduling/Meeting Coordination
Andy Peters

Andy Peters

Operations Director
Managing Director
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Contact

andrew.peters@ampf.com

608.831.3230

Qualifications

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

Roles & Responsibilities

  • Internal Accounting
  • Finance
  • Practice Operations
Jack Gausewitz

Jack Gausewitz

Investment Specialist
Paraplanner
More about me...

Contact

jonathan.c.gausewitz@ampf.com

608.831.3230 Ext. 323

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 Variable Life/Annuity lines

Roles & Responsibilities

  • Account Maintenance & Transactions
  • Money Movement
  • Technology
Anne Kime

Anne Kime

Executive Assistant
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Contact

anne.kime@ampf.com

608.831.3230 Ext. 339

Qualifications

  • Bachelor of Arts in History, University of North Carolina - Asheville
  • Bachelor of Arts in Nursing, University of North Carolina - Chapel Hill

Roles & Responsibilities

  • Executive Assistant to Jon Goldstein
Judy Miyagawa

Judy Miyagawa

Marketing Manager
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Contact

judy.miyagawa@ampf.com

608.831.3230

Roles & Responsibilities

  • Seminar & Event Planning
  • Social Media
Quintin Sharpe

Quintin Sharpe

Intern
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Roles & Responsibilities

  • Intern at Lake Geneva office location