Broker Check
Jonathan  Steffen

Jonathan Steffen

Investment Advisor Representative

Jon, co-founder of Silvertree, LLC., an independent Investment Advisor Representative and fiduciary, is a retirement planner focused on helping people plan for all stages of retirement. Jon applies his triple major from UW-Madison in Finance, Economics, and Real Estate to preform in-depth comprehensive financial planning in concert with Silvertee co-founder Jason Glisczynski, CFP®. Jon helps clients recognize retirement is a process, not an event and helps them implement a financial plan seamlessly.

Jon coordinates a wide array of strategies to help clients achieve a reasonable rate of return on their investments, while focusing on downside protection. By focusing on steady, consistent results, with a well thought out plan, Jon gives his clients confidence and comfort in their retirement.

Jon strongly encourages clients to learn and engage in the retirement planning process. He enjoys planning with his clients as a partnership, rather than for them. Jon helps clients identify the many opportunities, and pitfalls in advance and throughout retirement to ensure his clients have the highest probability of success. His extensive knowledge of finance, investment and insurance tools, and through strategic partnerships with other professionals, he is able to guide his clients towards achieving their hopes, dreams and desires regarding their finances.

Jon spends his free time with his wife Sarah and two sons, Jonathan and Jameson. They enjoy road trips, hiking, and camping. Jon is an avid Formula 1 fan. He has attended races in 3 countries so far. Jon is originally from Stevens Point, Wisconsin where he obtained his Eagle Scout rank, and graduated from SPASH.