Trust
Nicolet's Trust team works with customers to plan wealth creation and preservation strategies that help ensure their efforts will be appreciated well into the future.
Your family's financial security is one of the most important legacies you can impact during your lifetime. Whether your asset base is large or small, old or new, you can trust Nicolet's team to provide the appropriate financial vehicles to meet your objectives.
Trust and Estate services include:
Executor
Guardianship
Irrevocable Trusts
Living Trusts
Trust Under Will
Trust clients also have access to TrustWeb, a convenient tool that allows 24-hour access to a variety of information regarding their trust accounts through the Internet. Talk to your Nicolet trust officer for more information.
Jeanie Danielak CTFA
Trust Officer
Marinette (715) 735-6613
jdanielak@nicoletbank.com
Dave Maguire
Vice President - Trust and Investment Officer
Marinette (715) 732-2661
dmaguire@nicoletbank.com
Steve Albers
Senior Vice President - Trust Officer
Marinette (715) 732-2695
salbers@nicoletbank.com
Nancy Johnshoy CFA
Vice President - Senior Market Manager
Appleton (920) 224-1401
njohnshoy@nicoletbank.com
Eric Trousil CFA
Vice President - Investment Management &Trust Officer
Appleton (920) 224-1402
etrousil@nicoletbank.com
Investment Management
Our Investment Management team tailors its array of products and services to meet the needs of individuals, governments and businesses, including employee benefits. With no restrictions mandating the use of proprietary funds, our experienced advisors are free to offer unbiased investment options from the complete spectrum available.
Services include (but are not limited to):
Corporate Cash Management
Custodial
Municipal Cash Management
Investment Agency
Trust Agency
Trustee IRA
Chuck Dolsky
Vice President - Employee Benefits
Green Bay (920) 617-5331
cdolsky@nicoletbank.com
Dan Reynolds
Trust Operations Manager
Green Bay (920) 617-5361
dreynolds@nicoletbank.com
Kathy Simon Kastein
Trust Officer – Employee Benefits
Plover (715) 421-2210
kkastein@nicoletbank.com