Wealthstream Advisors

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 Goodman

Michael E. Goodman
CPA, CFP®, PFS

President | Email Michael

Bill Schirmacher

Bill Schirmacher CPA

Director of Operations | Email Bill

Annette Clearwaters

Annette Clearwaters
CFP®

Wealth Manager | Email Annette

Tracy Shar

Tracy Shar CPA, CFP®

Wealth Manager | Email Tracy

Blair Hodgson

Blair Hodgson CFA

Wealth Management Analyst Email Blair

Mary Heath

Mary Heath

Client Service Coordinator
Email Mary

Wealth Management Wealth Management People Media Contact Frequently Asked Questions Search Site Map Legal View Account Document Login People Media Contact Frequently Asked Questions Search Site Map Legal View Account Document Login