My Team

Neil Fortwendel believes in a collaborative approach to address your unique needs.  Neil and his team believe in continually striving toward both personal and professional excellence. 

Together, the team has over 40 years of experience to lean on and help clients achieve financial security. 

Please call whenever you have a question, concern, or need.  Neil Fortwendel and his team are ready to help. 

 

 

My Associates

Dan GrimmDaniel F. Grimm Jr. CLU, CFP
Wealth Management Advisor

Dan began his career with Northwestern Mutual as a college intern while attending Purdue University.  Upon graduation, he continued his practice full-time and began earning his professional designations of Chartered Life Underwriter in 1999 and CERTIFIED FINANCIAL PLANNERTM in 1999 from the American College.

Dan uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs.

 

Ryan J. Schmitt 
Financial Advisor

Ryan first entered Northwestern Mutual as an intern in 2009 while attending the University of Evansville where he graduated with honors.  Ryan excelled throughout the internship and was among the top 100 interns at Northwestern Mutual in 2011.

Ryan is a firm believer in giving back to the community.  Ryan sits on the executive committee of the Corridor of Champions Foundation (previously "Robert's Stadium Foundation) and is an active member of the University of Evansville Young Alumni Association.  He is also a member of  the Rotaract Club of Evansville and sits on the executive committee for the University of Evansville President's Club.

 

My Staff

Lindsey J WhitsittLindsey Whitsitt
Director of Operations
lindsey.whitsitt@nm.com
812-528-3947

Lindsey joined Northwestern Mutual in June 2011 working as the Director of Marketing and Client Services for The Evansville Group.  In January 2013, she became the Director of Operations for Neil Fortwendel's practice. 

Lindsey graduated Cum Laude from the University of Southern Indiana in 2011 receiving her Bachelor of Science degree in Marketing.  She is fully licensed in life and health insurance. 

Lindsey oversees all of Neil's operations and is the primary contact should you have any questions on your existing insurance or investment accounts.

 

 

Neil J Fortwendel, CFP®

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck