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Trust and Investment Services


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

 


   
©2008 Nicolet National Bank