Jonathan Steffen

Jon is Co-Founder and Lead Financial Planner for Silvertree Retirement Planning. He focuses on advanced planning for clients to ensure all aspects of their financial plan are organized, efficiently executed, and stress-free.

His advanced planning approach addresses the five key financial concerns of successful individuals and families: making smart decisions with money and investments; mitigating taxes; protecting loved ones, heirs, and legacy; preventing assets from being unjustly taken through litigation, divorce, or uncovered risks; and maximizing charitable giving.

Jon graduated from UW-Madison with a triple major in finance, economics, and real estate. He is highly proficient in utilizing various software programs to help clients achieve their desired outcome with their financial plan.