Our 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 Whitsitt

Lindsey J Whitsitt

Director of Investment Operations and Services
Fax 812-379-8090

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, and in May of 2019 she took on the role of specializing primarily in Investment Operations. 

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 is also a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining her securities Series 6 & 63.

 

Jessica L Burton

Director of Insurance Operations and Services
Office 812-471-2200

Jessica Burton began as the Director of Insurance Operations for Neil’s practice in May 2019. Before working for Neil, she worked for the Northwestern Mutual Evansville office as the receptionist and Sales Execution Team Member. Jessica is fully licensed in life and health insurance. Jessica is also your primary contact should you need to contact our office about scheduling your next meeting.

 

Neil J Fortwendel, CFP®

Financial Advisor

 

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