Lucas Petzold

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CPA, J.D., MST

Director of Tax

Office: 608-831-3230
lucas.petzold@goldsteinadvisors.com

Meet Lucas

Lucas joined Goldstein Advisors in 2025 to expand and elevate the firm’s tax service offerings. As Director of Tax, he leads Goldstein Advisors’ commitment to delivering a dependable, high‑quality tax preparation experience that strengthens existing client relationships and seamlessly connects clients’ financial advisory and tax needs. He provides comprehensive tax preparation and planning for individuals, businesses, and trusts & estates, serving as a trusted and indispensable resource for both clients and the firm’s planning team.

Lucas has spent the last 20 years working in both public and corporate accounting and brings a wealth of experience, a curious mind, and a passion for educating clients and helping them plan and solve problems. He graduated from UW Milwaukee’s School of Business with a Bachelor of Business Administration (double major in Accounting and English), a certificate in real estate, and a Master of Science in Taxation. Lucas also earned his law degree from the University of Wisconsin School of Law in Madison. He is a licensed CPA and attorney and has served as Chair of the WICPA Federal Taxation Committee since 2019, where he collaborates with and learns from tax professionals around the state.

Lucas walks a path of continuous growth and learning. He enjoys collecting, gardening, cooking, music & concerts, movies, reading, traveling, solving puzzles, watching the Brewers, and spending time with his family. Lucas lives in the Milwaukee area with his birds Pliers, Mothra & Millie and his cat Timmy. He is a budding numismatist, painter, and curator.

Areas of Focus

Individual Income Tax Preparation & Planning
Business Income Tax Preparation & Planning
Trust & Estate Income Tax Preparation & Planning
Retirement Planning

Professional Designations & Associations

Certified Public Accountant (CPA), Wisconsin
Attorney, State Bar of Wisconsin
Notary Public, Wisconsin
Member of the American Institute of Certified Public Accountants (AICPA)
Member of the Wisconsin Institute of Certified Public Accountants (WICPA)

Education

University of Wisconsin-Milwaukee – Bachelor’s of Business Administration, Accounting, English
University of Wisconsin-Milwaukee – Certificate in Real Estate
University of Wisconsin- Milwaukee – Master of Science, Taxation/Management
University of Wisconsin Law School – Law Degree

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC. Goldstein Advisors LLC, Bluespring Wealth Partners LLC, and Kestra IS are affiliated through common ownership by Kestra Holdings. Kestra IS does not provide tax or legal advice. Investor Disclosures.

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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.

Lucas Petzold

Meet Lucas

Areas of Focus

Professional Designations & Associations

Education

Madison Office

Hours