Jonathan Steffen

Jon is originally from Stevens Point, Wisconsin where he completed his Eagle Scout, and graduated from SPASH. He then went on to UW Madison where he triple-majored in Finance, Economics, and Real Estate.
Jon is co-founder of Silvertree, LLC., a retirement planning firm focused helping people plan not just for the actual day of retirement, but the many years that lead up to and occur after.
Jon works with individuals and families to develop comprehensive financial and retirement plans. Jon utilizes a multitude of strategies to help clients achieve a reasonable rate of return on their investments, while focusing on downside protection. Jon helps people 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.


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