Andy Peters

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CPA

CEO, Partner/Financial Planner

Office: 608-831-3230
andy.peters@goldsteinadvisors.com

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Meet Andy

As a licensed CPA, Andy has great wisdom to share with clients from all backgrounds, but especially clients who are business owners and those with complex tax needs. In addition to his prominent client-facing role, Peters serves as CEO of the firm where he stewards the Goldstein team, managing operations and setting the overall vision and strategy for the firm.

Andy joined Goldstein Advisors in 2016, became a Partner of the firm in 2022, and was promoted to CEO in 2025. 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’s favorite experiences involve his wife, Grace, and their children, or pheasant hunting with his Llewellin Setter, Brie.

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)

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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® plaque design in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Andy Peters

Meet Andy

Areas of Focus

Professional Designations & Associations

Madison Office

Hours