Jack Van Dyke

Financial & Tax Planning Specialist

Office: 608-831-3230
jack.vandyke@goldstein@advisors.com

Meet Jack

Jack first joined Goldstein Advisors in 2023; starting out as an intern and is now serving as a Financial and Tax Planning Specialist. Jack graduated from the University of Wisconsin-Madison’s School of Business with a major in Finance, Investment and Banking. With a background in finance, Jack offers strategy advice to investment management, personal tax services, and retirement planning for our clients.

With an early liking for wealth management, Jack knew from the start that this industry was where he desired his future career. Jack’s detail-oriented and thoughtful mindset gives our clients great guidance when it comes to tax planning and investment management.

Outside of the office, Jack loves to bike, fish, and workout. Whether it’s camping in the woods or enjoying a walk with his friends and family, Jack loves to do all things outdoors year-round.

Education

University of Wisconsin-Madison’s School of Business – Finance, Investment and Banking

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. 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.

Jack Van Dyke

Meet Jack

Education

Madison Office

Hours