Meet Jack
As a Financial Planner, Jack provides thoughtful, data‑driven guidance to advisory clients with a wide range of planning needs. He works closely with individuals and families to design financial plans that integrate tax planning, retirement strategy, and investment management in a cohesive and intentional way.
Jack first joined Goldstein Advisors in 2023 as an intern and quickly demonstrated a strong aptitude for financial analysis, planning, and client service. He returned to the firm full‑time in 2025 as a Financial and Tax Planning Specialist, contributing to the firm’s tax‑focused planning initiatives and investment strategies. He now serves as a Financial Planner, supporting advisory clients across all stages of their financial lives. Jack graduated from the University of Wisconsin–Madison’s Wisconsin School of Business with a major in Finance, Investment, and Banking.
With an early passion for wealth management, Jack brings a detail‑oriented and analytical mindset to every client relationship, ensuring clients receive clear, strategic, and proactive guidance tailored to their goals.
Outside of the office, Jack enjoys biking, fishing, and staying active. Whether camping in the woods or spending time outdoors with friends and family, he appreciates being outside year‑round.
Associations
- National W Club – University of Wisconsin Letter Winner
Education
- University of Wisconsin-Madison’s School of Business – Finance, Investment and Banking
Professional Designations
- Chartered Retirement Planning Counselor (CRPC®)