Steve Klescewski has been a fully licensed financial advisor for 27 years. Currently Steve's role at OFS is focused on installing and servicing company sponsored retirement plans. Whether is it a 401(k), SEP, or SIMPLE IRA plan, Steve provides the guidance and service to help the plan run smoothly and remain in compliance. In addition, Steve provides ongoing employee education in both a group setting and in one on one meetings. The world of retirement plans can be overwhelming to business owners and their HR administrators, Steve works with them to help shoulder the burden and bring clarify to them and their valued employees.
Meet Our Staff
Steve joined Oostburg Financial Services in spring of 2014. Since starting with OFS, Steve has worked closely with Steve Klescewski in a mentorship program. Along with shadowing and learning from Steve K, he was able to obtain his insurance license, Series 7 & 66 license.
Steve focuses his energy on making sure that the client’s needs are being met. This includes developing comprehensive financial plans that help clients achieve their financial goals. Steve works in the areas of wealth management, asset preservation, estate and retirement planning, and retirement income strategies.
Steve and his wife Jackie make their home in Oostburg, along with their daughters Ann Marie, Carly and Ivy. Outside of the office Steve volunteers his time teaching Junior Achievement, along with being a lunch buddy at Oostburg Elementary. Some of his favorite activities include spending time with his family, golfing, skiing, trap shooting, and attending local sporting events.
Client Service Specialist
Brenda’s role at Oostburg Financial Services has definitely expanded since she first came on board in September of 2007. As our practice has grown Brenda’s direct involvement with our clients has grown as well. In 2012 Brenda’s title was changed to Client Service Specialist which best describes what she does on a daily basis. Brenda works directly with Steve and our clients and keeps herself aware of each step in the planning and implementation process. She spends her time communicating by phone and in person with clients receiving their checks, filling out paperwork, or thoroughly researching and resolving potential problems that may arise. Brenda has a long employment history of customer service and working directly with people, and always conducts herself with professionalism coupled with a genuine warmth and smile.
Brenda and her husband make their home here in Oostburg. Brenda enjoys the outdoors, walking, serving in her local church, dogs, and spending time with her children and extended family.
After 30 years working in a variety of roles at Oostburg State Bank Terri accepted the invitation to join our staff here at Oostburg Financial Services in September of 2012. Terri performs a variety of administrative functions that provide much needed support to both Steve and Brenda. During her days in the office Terri’s voice is usually the first one you will hear when you call our office. Terri is also the staff person who communicates with our clients by mail and by telephone to insure that the ongoing review process that we promised remains in tact. Terri is excellent at following through on each task that is placed before her and always willing to go the extra mile to insure that our client’s needs are met.
Terri and her husband make their home here in Oostburg. Terri enjoys flower gardening, antiquing, walking, serving in her local church, and most of all spending time with her children and grandchildren.
Tracy Van Ess
Tracy joined Oostburg Financial Services in June of 2018. Prior to that she worked as a Teller for 8 years at Oostburg State Bank in Cedar Grove, performing a variety of tasks, while promoting a personally welcoming atmosphere. In her new role at Oostburg Financial Services she will be doing general administrative work, along with assisting Steve Ratajczak with client paperwork and other duties aimed at meeting clients needs. Tracy’s general desire to serve others pours over into her work. You can expect to be greeted with a warm smile and a sincere desire to assist in making a client’s experience at OFS nothing but positive.
Tracy makes her home in Oostburg with her husband Justin and children, Aiden, Aubrey and Addley. Some of Tracy’s favorite activities include, spending time with her family, playing volleyball, water skiing, serving at her local church, and attending her children’s activities.