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®, ChFC®, CLU®, MSFS, 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

CFP®, CRPC®, APMA®, CIMA®

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®

Top Areas of Focus

  • Employee Stock Options
  • Saving for Education
  • Insurance

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®, CLTC®

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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Our Staff

Christa Rubenzer - Schonscheck

Christa Rubenzer - Schonscheck

Client Service Manager
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Qualifications

  • Bachelor of Arts, University of Wisconsin
  • Madison Wisconsin

Roles & Responsibilities

  • • Primary Contact for Clients • Direct Client Meeting Workflow • Coordinate Client Service Requests
Sabrina Breitenbach

Sabrina Breitenbach

Client Service Manager
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Qualifications

  • Bachelors of Business Administration in Finance from University of Texas at Arlington

Roles & Responsibilities

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

Jagdeep Kaur

Client Service Specialist
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Roles & Responsibilities

  • • Meeting Preparation & Follow-Up • Business Processing & Submission • Client Service Request Follow-up
Matthew  Paape

Matthew Paape

Client Service Specialist
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Contact

matthew.paape@ampf.com

608.831.3230

Qualifications

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

Roles & Responsibilities

  • • Meeting Preparation & Follow-Up • Business Processing & Submission • Client Service Request Follow-up
Jack Gausewitz

Jack Gausewitz

Investment Specialist
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Qualifications

  • Member, Omicron Delta Epsilon, International Economics Honor Society
  • Bachelor of Arts in Economics and Business Administration, Ripon College, Ripon, WI

Roles & Responsibilities

  • • Account Maintenance & Transactions • Money Movement • Technology
JoAnn Henrickson

JoAnn Henrickson

Client Concierge
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Roles & Responsibilities

  • • Client Reception • Scheduling/Meeting coordination • Records Retention & Filing
Andrew Peters

Andrew Peters

Operations Director
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Contact

Andrew.peters@ampf.com

608.831.3230

Qualifications

  • • Bachelor of Business Administration, University of Wisconsin-Madison

Roles & Responsibilities

  • Internal Accounting, Finance & Practice Operations
Judy Miyagawa

Judy Miyagawa

Marketing Manager
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Roles & Responsibilities

  • • Seminar & Event Planning • Social Media • Marketing Planning & Strategy