Meet Our Staff

Steve Klescewski

Steve began his financial advising career in the summer of 1995.  Over that time Steve has advanced his knowledge and scope of expertise by obtaining his insurance license, Series 66 advisory license, and in June of 2007 he earned the CRPC® (Chartered Retirement Planning Counselor) designation from the College for Financial Planning.

With nearly 20 years experience advising individuals and families regarding their financial lives, Steve spends the majority of his work in the area of pre and post retirement planning.  Steve emphasizes with his clients the importance of needs based planning, and helps them recognize the unique connection that exists between personal values, goals, and how money is ultimately directed.

Steve and his wife Lisa make their home in Sheboygan Falls, and their family continues to grow in number as their children are marrying and grandchildren are arriving.  Steve has demonstrated active participation in the Sheboygan County area by serving on various boards, lending a hand during community functions, serving in his local church and helping other local churches when called upon. Above all else Steve strives to carry out his profession under one overriding banner, “do the right thing for every person, in every situation, every time.”

Photo of team member

Steve Ratajczak

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.

Photo of team member

Brenda DeBlaey

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.  

Photo of team member

Terri Mentink

Administrative Assistant

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.

Photo of team member

Tracy Van Ess

Administrative Assistant

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.

Securities and advisory services offered through HARBOUR INVESTMENTS, INC. Member FINRA SIPC

May lose value. Not FDIC Insured. No Bank Guarantee.

Securities licensed in AZ, FL, MI, MN, MS and WI

FINRA's BrokerCheck


Website Design For Financial Services Professionals | Copyright 2022 All rights reserved