Goldstein Advisors Employee Directory

Q: Who are Goldstein Advisors key employees?

Some of Goldstein Advisors key employees are Lucas Petzold , Michael Cerniglia , Brittany Nyenhuis , Mandi Gausewitz , Keith Lehnherr

Goldstein Advisors corporate office is located in 1241 John Q Hammons Dr Ste 302, Madison, Wisconsin, 53717, United States and has 11-50 employees.

goldstein advisors llc

goldstein advisors

goldstein & associates

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Marketing

Key Employees of Goldstein Advisors

LP
Lucas Petzold
Director, Tax
PhoneEmail
MC
Michael Cernig...
Director, Strategic Growth
PhoneEmail
BN
Brittany Nyenh...
Director, Client Experience
PhoneEmail
MG
Mandi Gausewit...
Director, Advisory Services & Financial
PhoneEmail
KL
Keith Lehnherr
Business Development Director
PhoneEmail
AP
Adam Peters
Director, Financial Planning & Financial Planner
PhoneEmail

Goldstein Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Goldstein Advisors

Hundreds of professionals searching for Goldstein Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KL
Keith Lehnherr
Email Direct
Business Development Director
United States , Wisconsin , Madison

AH
Adam Hanewall
Email Direct
Financial Planner
United States , Wisconsin , Madison

AP
Adam Peters
Email Direct
Director, Financial Planning & Financial Planner
United States , Wisconsin , Madison

BN
Brittany Nyenhuis
Email Direct
Director, Client Experience
United States , Wisconsin , Madison

MC
Michael Cerniglia
Email Direct
Director, Strategic Growth
United States , Wisconsin , Madison

KK
Kyle Kerkenbush
Email Direct
Director, Investments & Financial Planner
United States , Wisconsin , Madison

KR
Katie Richard
Email Direct
Office Manager
United States , Wisconsin , Madison

LP
Lucas Petzold
Email Direct
Director, Tax
United States , Wisconsin , Madison

CB
Christopher Bennett
Email Direct
Client Service Specialist
United States , Wisconsin , Madison

MG
Michelle Greene
Email Direct
Manager, Client Services
United States , Wisconsin , Madison

JV
Jack Van Dyke
Email Direct
Financial Planner
United States , Wisconsin , Madison

LS
Lisa Spadoni
Email Direct
Financial Planner
United States , Wisconsin , Madison

CA
Cate Anderson
Email Direct
Manager, Client Services
United States , Wisconsin , Madison

MG
Mandi Gausewitz
Email Direct
Director, Advisory Services & Financial
United States , Wisconsin , Madison

MH
Morgan Hewitt
Email Direct
Client Service Manager
United States , Wisconsin , Madison

JK
Jagdeep Kaur
Email Direct
Client Service Manager
United States , Wisconsin , Madison

JG
Jack Gausewitz
Email Direct
Paraplanner Financial Services Coordinator
United States , Wisconsin , Madison

Former Employees at Goldstein Advisors

Explore people who held key positions, contributed to Goldstein Advisors's success, and advanced their careers.

Matthew Paape

Account Manager at AVI-SPL

Worked as Client Service Manager

at Goldstein Advisors (2019-2021)

Direct

Joshua Zahn

Financial Planning Wea... at Resonant Capital Advis...

Worked as Client Relationship Technology Specialist

at Goldstein Advisors (2019-2020)

Direct

Steven Crowl

Basketball Player at University of Wisconsi...

Worked as Summer Intern

at Goldstein Advisors (2024-2024)

Direct

Mask Content

Sales Representative at Carey's Seamless Gutte...

Worked as Financial Advisory Intern

at Goldstein Advisors (2023-2024)

Direct

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Pharmacy Technician at Group Health Cooperati...

Worked as Client Service Specialist

at Goldstein Advisors (2018-2021)

Direct

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Frequently Asked Questions Regarding Goldstein Advisors Employees

How many employees does Goldstein Advisors have?

Goldstein Advisors has 11-50 employees

Who are Goldstein Advisors key employees?

Some of Goldstein Advisors key employees are Lucas Petzold, Michael Cerniglia, Brittany Nyenhuis, Mandi Gausewitz, Keith Lehnherr

Where is Goldstein Advisors located?

Goldstein Advisors’s headquarters are located at 1241 John Q Hammons Dr Ste 302, Madison, Wisconsin, 53717, United States

How do I contact Goldstein Advisors?

Goldstein Advisors Contact Info: Phone number: (608) 831-3230 Website: www.goldsteinadvisors.com

What does Goldstein Advisors do?

Goldstein Advisors is a financial planning firm based in Middleton, WI, with over 20 years of experience in helping clients achieve their financial goals. They offer personalized and comprehensive financial planning services tailored to the needs of individuals, families, and business owners, particularly in the Madison and southern Wisconsin commu... Read More

Is Goldstein Advisors a public company?

Goldstein Advisors is private company therefore does not currently have an official ticker symbol

See more information about Goldstein Advisors Employees