Our Team

For over 20 years Goldstein Advisors has been proud to help clients plan, pursue and achieve their financial goals.

Financial Planners

Jon Goldstein

Chief Executive Officer
Financial Planner

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Mandi Gausewitz

Chief Operating Officer
Financial Planner

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Kyle Kerkenbush

Director of Investments
Financial Planner

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Adam Peters

Director of Financial Planning
Financial Planner

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Dave Sharpe

Financial Planner

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Lisa Spadoni

Financial Planner

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Administrative Leadership Team

Jon Goldstein

Chief Executive Officer
Financial Planner

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Mandi Gausewitz

Chief Operating Officer
Financial Planner

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Andy Peters

Chief Financial Officer
Practice Manager

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Mike Cerniglia

Executive Vice President

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Sara Goldstein

Business Development & Community Relations

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Client Services Staff

Sam Dawiedczyk

Client Services Specialist

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Jack Gausewitz

Financial Services Coordinator & Paraplanner

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Jagdeep Kaur

Client Service Manager

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Nate LaBombard

Client Service Specialist

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Matt Paape

Client Service Manager

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Matt Radloff

Client Service Specialist

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Quintin Sharpe

Client Service Specialist Intern

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Expertise & experience.