Joe Greene

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Director of Community and Client Engagement / Financial Planner

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

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Meet Joe

Joe sees opportunities for learning and growth everywhere, believing that continuous personal development is essential for future success. His love of learning led him to pursue a second career after 32 years thriving in the healthcare administration industry. Joe joined Goldstein Advisors in 2023 to fulfill his passion for helping others and continue to build relationships with people from different walks of life.

As the Director of Community and Client Engagement, Joe’s role is to ensure every client experience is exceptional. He works closely with leadership on supporting community efforts to help fulfill the philanthropic investments of the firm. He discovered a strong affinity for personal finance while advancing through his career and planned for his own financial future.

Joe earned his undergraduate degree in Kinesiology at the University of Wisconsin – Madison and his master’s degree in clinical anatomy and athletic training at the University of Oregon. He began his career in healthcare at the University of Wisconsin Hospital within the Department of Orthopedics and Rehabilitation and Division of Sports Medicine. He also holds credentials in healthcare management studies from the University of Minnesota.

Joe enjoys fitness, sports, and just about every outdoor activity. His favorite place to travel is the Pacific Northwest. You’ll find him spending time with his family including his wife Jacki, sons Owen and Bailey, and his daughter Lindsey. His Golden Retriever Sully, and Bernese Mountain Dog Kenai, are never far behind.

Associations

University of Wisconsin Orthopedic Development Board
The Madison Dugout Club
The University of Wisconsin Foundation: Wisconsin Medicine Legacy Program Board Member

Education

University of Wisconsin Madison – Bachelor of Science in Kinesiology
University of Oregon – Master of Science in Clinical Anatomy
University of Minnesota – Credential in Healthcare Management Studies

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.

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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.

Joe Greene

Meet Joe

Associations

Education

Madison Office

Hours