Bailey Greene

Financial & Tax Planning Specialist

Office: 608-831-3230
bailey.greene@goldsteinadvisors.com

Meet Bailey

As a Financial and Tax Planning Specialist, Bailey helps clients navigate important financial decisions by providing thoughtful, personalized planning guidance. He works alongside individuals and families to support their financial goals through comprehensive planning and tax-focused strategies.

Bailey joined Goldstein Advisors as an intern in 2025 before transitioning into a full-time role following his graduation from the University of Wisconsin–La Crosse, where he earned a degree in Personal Financial Planning. He is passionate about building strong client relationships and continually expanding his expertise to better serve clients’ evolving needs.

Outside of the office, Bailey enjoys snowboarding during Wisconsin winters and spending time on the golf course in the summer. He values time with family, friends, and his two dogs, Sully and Kenai. Looking ahead, one of his goals is to explore more of the western United States and experience the diverse cultures and destinations throughout Europe.

Education

University of Wisconsin-La Crosse – Bachelor’s degree in Personal Financial Planning

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.

Check the background of this firm on FINRA's BrokerCheck.

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.

Bailey Greene

Meet Bailey

Education

Madison Office

Hours