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People
The people of Wealthstream Advisors are thoroughly trained and highly experienced. In addition to their skills, each associate on our team has been specially selected for demonstrating excellence in serving clients. To us, this is the key to success. Together, our team of caring professionals assures outstanding accessibility when you have questions and need information. We are here for you.
Michael E. Goodman
CPA, CFP®, PFS
President
Email Michael
Michael Kimmel CFP®
Wealth Manager
Email Michael
Mark Kazmac
Associate
Email Mark
Peter Devlin
Wealth Management Analyst
Email Peter
Tracy Shar CPA, CFP®
Wealth Manager
Email Tracy
Steven Malin, Ph.D
Director of Research
Email Steven
Bill Schirmacher CPA
Director of Operations
Email Bill
Mary Heath
Client Service Coordinator
Email Mary
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