Steven G Westenberg
Westenberg Financial Services, an independent financial services firm, was started by Steven Westenberg in 1991. The firms common sense investment solutions, unwavering quality, and unique level of service has allowed Steve and his team to become trusted advisors-giving each client the personal service that they've come to depend on and trust over the years. Steve's focus is on helping clients with their investment portfolios while his team of professionals at Westenberg Financial Services assist clients with their insurance needs.
Steve is a graduate of Oconto High School and received his Bachelor of Science from the University of Wisconsin Oshkosh in 1988 with a degree in education. Steve has a strong passion for educating clients on the best financial solutions for them at every stage of their lives.
Zach Westenberg
Zach's educational background includes graduating from Oconto High School and obtaining a Bachelor of Business Administration degree in Finance from the University of Wisconsin Oshkosh in 2015. He has also earned the Wealth Management Specialist™ (WMS™) designation.
With 8 years of experience working for an investment management firm in Phoenix, Arizona and over 10 years of financial services experience, Zach brings a wealth of knowledge and expertise to Westenberg Financial Services. He is dedicated to assisting individuals in making informed financial decisions and achieving wealth accumulation throughout every stage of their lives.
Outside the office, Zach enjoys spending time with his wife, Janki, and their 2 rescue dogs, Riley, and Vinny. One of his favorite hobbies is crafting delicious meals on the grill for his friends and family.
Rebecca Schlueter
Rebecca (Becky) has been a dedicated member of the Westenberg Financial Services team since 2005. Often, the first friendly face you see when visiting our office—or the welcoming voice you hear on the phone, Becky plays a vital role in ensuring a warm and professional first impression. In addition to her front-line presence, she is responsible for preparing and processing investment business. Holding her Health and Life license, Becky helps her clients with Medicare Advantage and Medicare Supplement plans, as well as individual insurance on the Marketplace.
Outside the office, Becky enjoys spending quality time with her family. She also loves traveling, shopping, and being outdoors
Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity Member FINRA & SIPC