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. …
Continue reading “Conversation with Anthony Wilhelms, CFA, CFP®, VP, Nicolet Wealth Management”
Read More