As a licensed CPA, Andy has great wisdom to share with clients from all backgrounds, but especially clients who are business owners. His CPA license is a rarity in financial planning, allowing him to lend a unique business and tax focus to his role as a Financial Planner and Partner at Goldstein. In addition to functioning as a “CFO” for his clients while empowering them to be the ultimate decision-makers, he stewards the Goldstein team, managing operations and setting the overall vision and strategy for the firm.
Andy joined Goldstein Advisors in 2016 and became a Partner of the firm in 2022. He has served in various accounting and finance roles throughout Wisconsin since 2010. With a special aptitude for finance, accounting, and taxes, Andy graduated from Wisconsin School of Business at UW-Madison with a double major in Accounting and Risk Management and Insurance.
Outside of the office Andy enjoys pheasant hunting with his Llewellin Setter, Brie, and working on his golf game. His favorite experiences involve his wife, Grace, and their daughter, Olivia. Andy also serves as the Treasurer for Glacier’s Edge Council, Boy Scouts of America.
Areas of Focus
- Tax Planning
- Financial Planning
- Wealth Management
Professional Designations & Associations
- Certified Public Accountant (CPA)
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Wisconsin Institute of Certified Public Accountants (WICPA)
- Treasurer for Glacier’s Edge Council, Boy Scouts of America