Michelle Greene

CRPC®
Client Service Manager

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

Meet Michelle

Michelle is a champion of world-class client service. She joined Goldstein Advisors in 2021 after eight years in the insurance industry, bringing with her 15 years of customer service experience. Michelle specifically assists the team’s financial planners with a variety of administrative duties for their interactions with clients, including collecting client financial information, preparing for meetings, assisting with scheduling, and many other tasks.

Her friendly demeanor, keen eye for detail, and gift for clear communication make her a valuable member of our team.

Michelle grew up in the Chicago suburbs and attended the University of Wisconsin – Madison. She fell in love with the Madison community and now resides in nearby Evansville with her family. She enjoys a good stroll with her dog, Gus, and is currently teaching herself how to play the bass and complete embroidery projects.

Education

University of Wisconsin- Madison, Bachelor of Communication Arts

Professional Designations

Chartered Retirement Planning Counselor (CRPC^®)

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.

Michelle Greene

Meet Michelle

Education

Professional Designations

Madison Office

Hours