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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

Partner
Financial Planner

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Andy Peters

Partner
Financial Planner

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Mandi Gausewitz

Director of Advisory Services
Financial Planner

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Joe Greene

Director of Community and Client Engagement
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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Katherine Stellflue

Financial Planner

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Team

Cate Anderson

Client Service Specialist

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Mike Cerniglia

Director of Strategic Growth

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Jack Gausewitz

Financial Services Coordinator & Paraplanner

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Michelle Greene

Client Service Specialist

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Morgan Hewitt

Client Service Manager

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Jagdeep Kaur

Client Service Manager

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Quintin Sharpe

Client Service Specialist

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Expertise & experience.