Meet Joe
Joe Greene is a Wealth Advisor based in the Bluespring Wealth Midwest Madison office. He deliberately chose wealth management as a second career after more than 32 years in healthcare administration with the UW Health system. While planning for his own financial future, Joe discovered a passion for financial planning and investment management and found deep satisfaction in helping others navigate important life decisions. He joined Goldstein Advisors in 2023 with the goal of helping individuals and families build confidence in their financial futures.
Joe began his professional career at University of Wisconsin Hospital and Clinics in the Department of Orthopedics and Rehabilitation and the Division of Sports Medicine. Over the next three decades, he held leadership roles in a complex healthcare environment where service, trust, and accountability were essential. Throughout his healthcare career, doing what was right for patients always came first. That same philosophy guides his work as a financial advisor today. Joe believes that successful advising starts with listening, understanding each client’s unique circumstances, and building trusted long-term relationships. He is committed to providing responsive service, thoughtful guidance, and close attention to detail while helping clients pursue their financial goals.
Joe earned a Bachelor of Science in Kinesiology from the University of Wisconsin-Madison, a Master of Science in Clinical Anatomy from the University of Oregon, and additional credentials in healthcare management studies from the University of Minnesota. He remains actively involved in the community as a Friend of the University of Wisconsin Department of Orthopedics and Rehabilitation, a member of the Wisconsin Medicine Legacy Program Board of the University of Wisconsin Foundation, and a board member of the Madison Dugout Club.
Joe and his wife, Jacki, have three children, Owen, Bailey, and Lindsey. He enjoys exercise of all types, the outdoors, the Northwoods, and travel to places he hasn’t been. He is also a dedicated University of Wisconsin, University of Oregon, Packer, Brewers and Bucks fan. Joe and Jacki also share their home with two dogs, Sully, a Golden Retriever, and Kenai, a Bernese Mountain Dog, who are rarely far from the family.