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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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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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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Jenny Tice

Ready for College, a discussion with Jenny Tice and Adam Madson

 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 help your student find the college that meets his or her needs? Solutions to saving for upcoming college expenses. What does the scholarship application process …

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

The Current State of The Stock Market and Cryptocurrency – Featuring 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 …

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Joe Kiedinger

Leadership in Business with Joe Kiedinger and Chris Dimmer

 In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail and Private Banking Manager at Nicolet National Bank discussed: • How has leadership changed with more people working from home? • What is servant leadership and how does it apply to business? • How …

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