joe.greene@goldsteinadvisors.com(608) 220-6196Joe joined Goldstein Advisors in January 2023 as their Director of Community and Client Engagement after spending his first career in healthcare clinically and administratively within the University of Wisconsin Department of Orthopedics and Rehabilitation. His focus is on ensuring that client experiences with our entire team are exceptional. He also works closely with leadership on supporting community efforts of all types. This includes the philanthropic investments of Goldstein Advisors.He has a passion for learning, philanthropy, and building relationships with people. He realized his strong affinity for personal finance early on and this only grew as he moved through the stages of his personal life and professional career. Joining Goldstein Advisors was the opportunity to learn and grow that he truly desired and to build trust with people while helping them learn in an entirely new way about their overall financial management. He intends to become a CERTIFIED FINANCIAL PLANNER™ in addition to his current role after passing his Series 65 Licensing Exam in May 2023.Joe enjoys fitness, sports, and all outdoor activities and has been working on his golf game and fishing as much as possible. He also enjoys traveling and spending time with his wife Jacki, sons Owen and Bailey, and daughter Lindsey. His Golden Retriever Sully, and Bernese Mountain Dog Kenai are never far behind.He has been fortunate to have tremendous mentors who have helped him grow, be creative, follow his ideas, make mistakes, and learn. He hopes to be a can be a part of allowing others to pursue their own dreams professionally and personally.“A person who wants to learn will always find a teacher.”Persian Proverb"Opportunities all have one thing in common .... someone gives you them."