Mandi Gausewitz

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CFP®, APMA®, CAP®, CRPC®, CLU®, CTFA®, ChFC®

Director of Advisory Services
Financial Planner

Office: 608-831-3230
mandi.gausewitz@goldsteinadvisors.com

Schedule Appointment

Meet Mandi

After nearly 20 years in the finance industry, Mandi remains dedicated to combining her financial expertise with the desire to educate and explain concepts to help clients make well-informed decisions. As the Director of Advisory Services and a Financial Planner at Goldstein, Mandi primarily works with clients but also provides guidance for the advisory functions within the team.

Believing in the value of a trusted, long-term relationship and that each client needs an individualized solution, she takes the time to get to know her clients well and understand their situations, needs, concerns and goals.

Mandi graduated cum laude from Ripon College with a Bachelor of Arts in Economics and received a Master of Science in Financial Services and a graduate certificate in estate planning and taxation from The American College of Financial Services. On an informal level, she strives to stay up to date on the latest industry changes and trends. She was named to Madison’s In-Business Magazine’s 2016 class of 40 Under 40 and was nominated for The Business Forum’s Young Athena Professional Award in 2018.

Her talents extend beyond her deep experience and expertise in the financial industry. Mandi is an accomplished pianist and enjoys sharing her love of music with others. She directs a handbell choir and is a Board Member of the Wisconsin Youth Symphony Orchestras. Mandi is fluent in French and loves sharing her experience about the year she lived abroad in France. She also enjoys running, working on a new lego set, and watching a Nottingham Forest soccer game.

Areas of Focus

Estate Planning Strategies
Charitable Giving
Wealth Transfer
Intergenerational Planning

Professional Designations & Associations

Certified Financial Planner Professional (CFP^®)
Accredited Portfolio Management Advisor (APMA^®)
Chartered Advisor in Philanthropy (CAP^®)
Chartered Retirement Planning Counselor (CRPC^®)
Chartered Life Underwriter (CLU^®)
Certified Trust and Financial Advisor (CTFA^®)
Chartered Financial Consultant (ChFC^®)
Society for Human Resource Management Senior Certified Professional
Senior Professional in Human Resources
Member, Financial Planning Association
Member, International Economics Honor Society
Member, Society for Human Resource Management
Board of Directors, Wisconsin Youth Symphony Orchestra
Director, Lake Edge Handbell Choir

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Mandi Gausewitz

Meet Mandi

Areas of Focus

Professional Designations & Associations

Madison Office

Hours