Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

Firm at a Glance

Wealthstream Advisors is an independent boutique wealth management firm built on meaningful relationships with a select group of clients. Our roots go back to a practice founded in 1996 with the goal of offering comprehensive wealth management services.

Today, Wealthstream Advisors offers personalized, in-depth financial planning and unbiased investment management services. We are fiduciaries, bound by law to act in your best interest. Your Wealthstream team has years of experience in the financial industry and has earned designations and credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst® and Personal Financial Specialist.

Your Team

Michael Goodman, CPA/PFS, CFP®
President, Shareholder
Tracy Shar, CPA, CFP®
Senior Advisor, Shareholder
Michael Kimmel, CFP®
Senior Advisor, Shareholder
Matthew Gordon, CFP®, RLP®
Director of Education
Senior Advisor, Shareholder
Mark Kazmac
Senior Advisor
Brenna McLoughlin, CFP®, GFP (USA)
Senior Advisor, Shareholder
Brant Cavagnaro, CFA, CFP®
Director of Investment Policy
Senior Advisor, Shareholder
Jennifer Tse, CFP®, CTFA
Senior Advisor
Eric Siss, CFP®
Director of Financial Planning
Senior Advisor
Katharine George, CFP®
Senior Advisor
Carolyn T. Walder
Senior Advisor
Diana J. Batchelor, CPA/PFS, CFP®
Senior Advisor
Joe Orff, CFA
Director of Investment Research
Financial Advisor
James Perriello, CFP®
Senior Analyst
Rachel Frame
Chloe Denning
Tim Daly, CPA
Kayla Sabbagh
Aaron Tawil, CFP®
Chief Operating Officer
Chief Compliance Officer
William R. Schirmacher, CPA
Director of Operations, Shareholder
Sanjare Ferdinand, FPQP™
Director of Custodian Operations
Michelle Torres
Operations Specialist
Mary C. Heath
Client Service Coordinator