Sarah Tomaszewski (Kaster), Chsnc®, Ricp®

Sarah Tomaszewski (Kaster), Chsnc®, Ricp® Email and Phone Number

Associate Financial Consultant at Nexstep Financial Group, LLC @
Sarah Tomaszewski (Kaster), Chsnc®, Ricp®'s Location
De Pere, Wisconsin, United States, United States
Sarah Tomaszewski (Kaster), Chsnc®, Ricp®'s Contact Details

Sarah Tomaszewski (Kaster), Chsnc®, Ricp® work email

Sarah Tomaszewski (Kaster), Chsnc®, Ricp® personal email

n/a
About Sarah Tomaszewski (Kaster), Chsnc®, Ricp®

Sarah Tomaszewski (Kaster), Chsnc®, Ricp® is a Associate Financial Consultant at Nexstep Financial Group, LLC at Nexstep Financial Group, LLC.

Sarah Tomaszewski (Kaster), Chsnc®, Ricp®'s Current Company Details
Nexstep Financial Group, LLC

Nexstep Financial Group, Llc

Associate Financial Consultant at Nexstep Financial Group, LLC
Sarah Tomaszewski (Kaster), Chsnc®, Ricp® Work Experience Details
  • Nexstep Financial Group, Llc
    Associate Financial Consultant
    Nexstep Financial Group, Llc Feb 2018 - Present
    De Pere, Wi
    In the Associate Financial Consultant role, as part of my continued training to be the third financial consultant for my family's firm, I support and enhance the practices of our financial consultants by participating in sales activities through, with limited exceptions, meeting with clients face-to-face, soliciting business, and jointly participating on cases with our financial consultants.In addition, I oversee and compose most of the firm’s written communication, such as drafting client meeting summary letters, event invitations, and mass-mailing documents. I am typically the last one to review documents for accuracy prior to being mailed. I also have been continuing to write our firm's several-hundred page standard operations manual.

Sarah Tomaszewski (Kaster), Chsnc®, Ricp® Education Details

Frequently Asked Questions about Sarah Tomaszewski (Kaster), Chsnc®, Ricp®

What company does Sarah Tomaszewski (Kaster), Chsnc®, Ricp® work for?

Sarah Tomaszewski (Kaster), Chsnc®, Ricp® works for Nexstep Financial Group, Llc

What is Sarah Tomaszewski (Kaster), Chsnc®, Ricp®'s role at the current company?

Sarah Tomaszewski (Kaster), Chsnc®, Ricp®'s current role is Associate Financial Consultant at Nexstep Financial Group, LLC.

What is Sarah Tomaszewski (Kaster), Chsnc®, Ricp®'s email address?

Sarah Tomaszewski (Kaster), Chsnc®, Ricp®'s email address is ka****@****uww.edu

What schools did Sarah Tomaszewski (Kaster), Chsnc®, Ricp® attend?

Sarah Tomaszewski (Kaster), Chsnc®, Ricp® attended University Of Minnesota Duluth, University Of Wisconsin-Whitewater, Ashwaubenon High School.

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