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Joe Greene

Director of Community and Client Engagement

Office: 608-831-3230

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. 


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


  • 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