The Nexstep Family

 

Over 100 Years of Experience. One Focus: Peace of Mind.

Our clients have a number of reasons for choosing our experienced team at Nexstep Financial Group, LLC. We are a family that considers you a part of ours, we build our relationships on friendship and trust, we serve with discipline and consistency, and we treat our clients with the highest level of respect. We feel the singular reason our clients choose us comes down to one focus: providing peace of mind.

Meet each of the dedicated professionals on our team who are inspired to provide the best possible life for our families as well as yours.

 


 

 

Stephen H. Kaster, MSFS, ChFC®, CIMA®, CLU®


Founder, Retirement Planning Specialist, and Financial Consultant

 

As a former U.S. Marine, Steve leads with efficiency and a strong will to provide Nexstep's clients with financial peace of mind. As the founder of Nexstep Financial Group, LLC, he takes it upon himself to do whatever he can to make the lives of Nexstep's clients better for having known him. Steve resides in Green Bay, WI, with his wife of 39 years, Trish. Steve became a grandpa in 2015 and loves spending time with his family and friends. He enjoys golfing with his children, fitness, and yard work.

To contact Steve: call (920) 347-5060 or email stevekaster@nexstepteam.com

 

 

 

David L. Tornetto, ChFC®

 

 

 

Dave entered the financial services business in 1986 and has been addressing clients' investment and financial planning needs for over thirty years.  In June of 2011, he founded 38th Street Financial, LLC, to better serve his clientele.  In 2018, 38th Street Financial, LLC merged into the St. Louis Nexstep Financial Group, LLC, office to further expand the client service team and provide greater resources to all clients. Dave resides in St. Louis, MO.

To contact Dave: call (314) 961-7878 or email

davidtornetto@nexstepteam.com

 

       

 

 

SJ (Stephen J.) Kaster, RICP®

Financial Consultant

 

 SJ graduated from the University of Wisconsin-Whitewater in December of 2007 with a Bachelor of Business Administration degree. Immediately following college in 2008, he joined the Nexstep family. In addition to spending time with his family and friends, SJ enjoys fishing and is passionate about the culinary arts. He likes antiquing with his wife, Laura. He lives in De Pere, WI, with Laura and their daughters, Grace (4 years old) and Alice (23 months old).

To contact SJ: call (920) 347-5060 or email sjkaster@nexstepteam.com

 

   

 

Sarah J. Kaster, ChSNC®, RICP® 

Associate Financial Consultant

 

 

Sarah has a Master of Arts in English (University of Minnesota-Duluth, 2014), a Bachelor of Arts in English, and a Bachelor of Business Administration (both from the University of Wisconsin-Whitewater, 2012). During school breaks, Sarah worked at Nexstep for 9 years part-time and she decided to join Nexstep full-time after completing her Master's degree. She is passionate about health and fitness, golf, and education, and she enjoys being "Auntie Sarah" to her nieces, Grace and Alice. Sarah's fiancé, Dan Tomaszewski, is an avid outdoorsman with an ice fishing specialty who likes teaching Sarah outdoor skills. She and Dan are getting married August 2020 in Green Bay, WI. Sarah lives in De Pere, WI.

To contact Sarah: Call (920) 347-5060 or email sarahkaster@nexstepteam.com

 


 

Peggy Currey

Director of Client Services

 

 

Peggy has worked at the Equitable Advisors offices for over 20 years, the last 19 of which have been with Nexstep as Director of Client Services. She holds two Associate's degrees in marketing/communications and fashion design/merchandising.  Peggy also is a Master Gardener Volunteer.  When not at work, Peggy enjoys spending time with her family; tending to her many gardens; volunteering for her church and other organizations; and motorcycling and fitness. Peggy resides in Wrightstown, WI, with her husband, Howie.

To contact Peggy: Call (920) 347-5077 or email peggycurrey@nexstepteam.com

 

   

 

 Amy Willemon

Financial Paraplanner Qualified Professional and Client Services

 

 

Amy has been in the financial services industry for 21 years, the last 12 of which have been with Nexstep in Client Services. Amy is a licensed, registered Paraplanner and she has an Associate's degree in paralegal services from Northeastern Wisconsin Technical College. In her free time, Amy likes to read, go fishing and camping with her family, and help out on her daughter's softball team. Amy lives in Green Bay, WI, with her husband, Shane, and their four children.

To contact Amy: Call (920) 347-5069 or email amywillemon@nexstepteam.com

 

 

 

 

Paige Wiese-Osika

 

Client Services Specialist

 

 

 

 

Paige graduated from the University of Wisconsin-Madison in 2014 with a Bachelor's degree in both Social Welfare and Spanish. Following college, she worked as a Case Manager in the healthcare field and most recently with a non-profit organization in Green Bay. In her free time, Paige enjoys traveling, hiking, fishing, and spending time with family. Paige resides in Wrightstown, WI, with her husband, Erick.

 

To contact Paige: Call (920) 347-5066 or email paigewiese@nexstepteam.com