Dave Willems

Have you heard? Live music is back!

 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 live …

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Nicolet Wealth Management Webinar

Nicolet Wealth Management Webinar Series

Have you heard? Live music is back! July 16, 2021 – Dave Willems, Principal and Founder at Willems Marketing & Events and Mike Steppe, SVP Chief Investment Officer Nicolet National Bank joined this conversation hosted by Anthony Wilhelms to discuss the Fox Valley’s Mile of Music celebration, and the impact on performers and communities that …

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Melissa DeVantier

Must-Haves for Estate Planning

 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

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

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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Tom Zellner

Buying a Home in a Competitive Homebuyer’s Market

 Tom Zellner, SVP Retail Sales Manager, NMLS ID: 439868 at Nicolet National Bank discussed homebuying in this competitive market and the importance of consulting with a mortgage lender before making an offer to purchase a home. Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management also provided a market update in this conversation …

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Anthony Wilhelms

Conversation with Anthony Wilhelms, CFA, CFP®, VP, Nicolet Wealth Management

 More than a year ago Anthony Wilhelms, CFA, CFP®  began hosting our Nicolet Wealth Management webinar. The roles changed for this conversation as Jake Dinkel, CFP® steps in as host for Anthony’s insight as a financial advisor during the pandemic. Mike Steppe, Chief Investment Officer at Nicolet National Bank  joined with an economic update. …

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PJ Madson

Financial Planning in Times of Uncertainty – Featuring PJ Madson

 Anthony Wilhelms, CFA, CFP®  talks with PJ Madson, Senior Vice President at Nicolet Wealth Management and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management.  Topics include: • What does financial planning look like in times of uncertainty? • How can a business owner have a successful business transition? • What is happening with wood prices and …

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Dr. Dennis Episcopo

A Conversation with Dr. Dennis Episcopo On Leadership

 Anthony Wilhelms, CFA, CFP®  hosted this conversation with Dr. Dennis Episcopo, Senior Pastor at Appleton Alliance Church and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank about leadership principles for your life, successful succession planning for organizations, and commentary on today’s economy. More Webinars   Investment and insurance products: – Are Not FDIC …

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