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 …

Read More
Nicolet Wealth Management Webinar

Nicolet Wealth Management Webinar Series

The Value of Mentorship June 18, 2021 – Join Jake Dinkel for a 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 …

Read More
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 …

Read More
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 …

Read More
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. …

Read More
PJ Madson

PJ Madson: financial planning in times of uncertainty

 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 …

Read More
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 …

Read More
Nicolet Wealth Management. Real People. Real Conversations. Featuring Mike Steppe and Adam Longlas. Recording from March 26, 2021

Conversation with Mike Steppe, Adam Longlais, and Anthony Wilhelms

 In this conversation with Adam Longlais, CFA, CAIA,  Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP®  topics included: What is Robinhood and why is it getting so much traction? What is a meme stock and what influence does …

Read More