Meet Jon
Jon has built his career around making complicated financial ideas easier to understand. A researcher and lifelong academic at heart, he pairs deep technical knowledge with a natural ability to explain the “why” behind a strategy so clients can make informed decisions with confidence.
Jon began his practice in 1998 and built Goldstein Advisors around education, research, and clear communication. Over the course of his career, he has earned ten industry-specific designations and multiple master’s degrees, served as an adjunct faculty member at the College for Financial Planning, and lectured for the University of Wisconsin-Madison’s Personal Finance program.
Outside of work, Jon makes plenty of time for the things that matter most to him: family, the outdoors, and giving back to his community.