Unity in the Community – A conversation with Damian LaCroix

 This conversation with Damian LaCroix, Superintendent at Howard-Suamico School District and Mike Steppe, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP®,  VP – Wealth Management discussed preparing for the changing world. • How to inspire a large and diverse workforce • How to help ensure students are successful in school, …

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Sweeney-cover

Mindset of Discovery: A Conversation with John Sweeney

 Yes! And… this conversation with John Sweeney, Owner of Brave New Workshop, Author, Keynote Speaker, Entertainer, and Trainer, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management, revolves around mindset. Anthony Wilhelms, CFA, CFP®,  VP – Wealth Management hosted this conversation, with topics that included: • Importance of the mindset of discovery in business today …

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Peak Growth: Nicolet Wealth Management Market Update

Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet.  The S&P 500 has now doubled, up 100% including dividends, since the March 2020 pandemic low point.  The S&P 500 Equity Index, which measures the stock performance of 500 large US companies, started the third quarter up around 2.5% for …

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Travel Insights with Rose Gray

 Anthony Wilhelms hosts a conversation with Rose Gray, Business Relationship Director at Fox World Travel and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: What changes have occurred in the travel industry since the pandemic? What types of travel are best positioned for a recovery? Will business travel reach pre-pandemic peaks …

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Have you heard? Live music is back! A Conversation with Dave Willems

 Dave Willems, Principal and Founder at Willems Marketing & Events and Mike Steppe, CFA, SVP Chief Investment Officer, Nicolet National Bank join this conversation hosted by Anthony Wilhelms, CFA, CFP®. Introduction to the Fox Valley’s Mile of Music celebration Looking ahead to Mile of Music 2021 Impact on performers and communities that rely on …

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Nicolet Wealth Management Webinar

Nicolet Wealth Management Webinar Series

Unity in the Community with Damian LaCroix August 27, 2021 – Damian LaCroix, Superintendent at Howard-Suamico School District and Mike Steppe, Chief Investment Officer at Nicolet National Bank join the webinar. Damian discussed preparing for a changing world, and how to balance competing needs of different stakeholders. Watch Video Mindset of Discovery with John Sweeney August …

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Melissa DeVantier

Must-Haves for Estate Planning with Melissa DeVantier, Vice President

 Melissa DeVantier, Vice President – Trust Officer at Nicolet Wealth Management discusses Estate Planning in this webinar hosted by Anthony Wilhelms. Topics include: • Leaving a legacy through your estate • 5 Must-Haves for Estate Planning • Special Estate Planning Considerations • How to talk to your family about wealth Adam Longlais, Senior Investment …

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Darrick Munsch

A Conversation on The Value of Mentorship

 Jake Dinkel hosts this conversation with Darrick Munsch, VP Financial Advisor at Nicolet Wealth Management and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: Mentorship and its impact on personal and professional growth. Tips to becoming a successful mentor. The impact mentorship has on company culture. Economic and legislative updates. More …

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US Bureau of Labor Statistics

Now Hiring, a Nicolet Wealth Management Market Update

Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet.  The financial markets continued to be resilient in May despite mixed economic data. The employment market continues to improve with the most recent May report showing twice as much hiring as the previous month.  Recent hiring continues to be driven …

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