OOSTBURG FINANCIAL SERVICES - Key Persons
Jason joined Oostburg Financial Services in October 2021. Prior to OFS, Jason attended Lakeland University where he obtained a Business Administration degree and has worked in various support roles within the financial industry since 2020. Jason has his life insurance license and holds the Series 7 & 66 security licenses.
During his time here Jason has learned the OFS culture and is ready to continue the tradition of making the clients his top priority. The skills Jason has developed allow him to provide comprehensive financial plans, portfolio management, portfolio allocation strategies, retirement planning, and income strategies.
Paul began his financial career back in 2001 with US Bank and later accepted a position as a Vice President in US Bank's Corporate Bank until 2013. Paul then changed his financial career path to financial advising and advanced his knowledge and scope of expertise by obtaining his Series 7 & 66 advisory licenses.
With nearly 10 years of experience working as a Financial Advisor for businesses, individuals and families, Paul focuses the majority of his financial advising work in the areas of pre and post retirement planning.
Steve joined Oostburg Financial Services in spring of 2014. Prior to OFS, Steve completed his Bachelor's Degree in Finance from the University of Wisconsin-Milwaukee and previously spent time in the banking and insurance sectors. Steve holds the Series 7 & 66, as well as life insurance 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 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 it is a 401(k), SEP, or SIMPLE IRA plan, Steve provides the guidance and service to help the plan run smoothly and remain in compliance.
After 30 years working in a variety of roles at Oostburg State Bank, Terri accepted the invitation to join our staff at Oostburg Financial Services in September of 2012. Terri performs a variety of administrative functions that provide much needed support to our advisors. During her days in the office, Terri's voice is usually the first one you will hear when you call OFS.
Terri is also the staff person who communicates with our clients by mail and telephone to insure that the ongoing review process that we promised remains intact. Terri is excellent at following through on each task that is placed before her and is always willing to go the extra mile to insure that our client's needs are met.
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 the advisors with client paperwork and other duties aimed at meeting client's needs.