People First, Mission Always May 20, 2022 – Brigadier General Robert Hastings joined us to share his philosophy of “People First, Mission Always.” Listen in to hear about General Hastings 40 …
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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 …
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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 …
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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 …
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Josh Kohnhorst hosts a conversation with Jenny Tice, Operations Director at CollegeReady (formerly Scholarships, Inc.) and Adam Madson, Financial Advisor at Nicolet Wealth Management. Topics include: How can you …
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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 …
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Nicolet Wealth Management Market Update. Thank you for your continued confidence in Nicolet. The global COVID-19 pandemic has dominated nearly all of 2020. Yet remarkably, the capital markets were not …
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Anthony Wilhelms hosts a discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management for …
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The COVID-19 Pandemic has created a once in a lifetime opportunity for Estate and Business Succession Planning Stay at home orders across the Country have allowed people to pick up …
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