Kathy Simon Kastein

Kathy Simon Kastein has a strong background in the financial industry with experience at various banks and asset management companies. Kathy started their career in 1997 at Firstar/U.S. Bank, where they held the positions of VP Institutional Trust and VP Trust & Investment Management until 2003. From 2004 to 2012, they worked as a Qualified Plan Advisor at Nicolet National Bank. In 2012, they joined WoodTrust Asset Management as Vice President - Retirement Plans, and later moved to Nicolet National Bank in 2015 as VP Retirement Plan Services. In addition to their banking experience, Kathy also served as a Board Member for Junior Achievement of Portage & Wood Counties from 1998 to 2010.

Kathy Simon Kastein holds a CPFA Certified Plan Fiduciary Advisor from the National Association of Plan Advisors. Kathy also completed their Bachelor of Science in Business Administration and Management at the University of Wisconsin-Stevens Point from 1988 to 1991.