Broker Check

Your Nexstep Team

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.

Our Team

Financial Consultants

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

Founder, Retirement Planning Specialist, and Financial Advisor

(920) 347-5060

stevekaster@nexstepteam.com

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. He began his career with Equitable in 1986. Steve resides in Green Bay, WI, with his wife Trish. Steve became a grandpa in 2015 and loves spending time with his family and friends. He enjoys CrossFit, golfing with his children, and doing yardwork with the help of his granddaughters.

SJ (Stephen J.) Kaster, RICP®

Financial Advisor

(920) 347-5060

sjkaster@nexstepteam.com

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.

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

Associate Financial Consultant

(920) 347-5060

sarahkaster@nexstepteam.com

The Polish name "Tomaszewski" is pronounced "Tom-uh-shh-esskey"

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 in 2015 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 Howard, WI, with their pets.

Client Services

Peggy Currey

Director of Client Services

(920) 347-5077

peggycurrey@nexstepteam.com

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.

Sarah "Sessa" Statham, CRPC™

Chartered Retirement Planning Counselorâ„¢

(314) 961-7878

sarahstatham@nexstepteam.com

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. She and her husband enjoy dancing and reside in Cottleville, MO.

Paige Wiese-Osika

Director of Operations

(920) 347-5066

paigewiese@nexstepteam.com

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, their two daughters, and their German Shepherd.

Alejandra "Ally" Winney

Client Relations Specialist

(920) 347-5069

allywinney@nexstepteam.com

Ally comes to our office with 5 years of experience in the financial industry. She enjoys spending time with her son, Woodson, who at just 2 years old keeps them very busy! Ally and her husband, Matt, enjoy traveling and golf. They have a bucket list item to golf in all 50 states. So far, they have golfed in 23 states! When not golfing or traveling, she enjoys reading, painting, and learning a new recipe. Ally resides in Ledgeview, WI, with her husband and their son.