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 Advisor

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 40 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



 David L. Tornetto, ChFC®

Dave entered the financial services business in 1986 and has been addressing clients' financial 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 semi-retired in December 2020 and resides in St. Louis, MO.

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




SJ (Stephen J.) Kaster, RICP®

Financial Advisor

 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 two daughters.

To contact SJ: call (920) 347-5060 or email


Sarah J. Tomaszewski (Kaster), ChSNC®, RICP® 

Associate Financial Consultant

The Polish name "Tomaszewski" is pronounced  "Tom-uh-sh-eski" 

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. Sarah's husband, Dan, is an avid outdoorsman with an ice fishing specialty who likes teaching Sarah outdoor skills. She and Dan live in Green Bay, WI.

To contact Sarah: Call (920) 347-5060 or email


Peggy Currey

Director of Client Services, Wisconsin

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


Sarah "Sessa" Statham

Director of Client Services, Missouri

Sarah, also known as "Sessa," entered the finance industry in 2011.  She has a Bachelor's degree in Business Administration and is a licensed, registered assistant.  Sessa enjoys spending time with her growing family. Her daughter has had a daughter of her own, and Sessa's two sons are both attending college.  She and her husband enjoy dancing and reside in Cottleville, MO.

To contact Sarah: Call (314) 961-7878 or email



 Amy Straubel-Willemon

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



Paige Wiese-Osika


Client Services 


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, and their family.


To contact Paige: Call (920) 347-5066 or email