Our Team

My staff and colleagues and I take client service very seriously.  We make it our goal to see that our clients reach their personal and professional goals.  Please call us with any questions or concerns you may have and we are sure to get you the answers you need.

Left to right: Neil Fortwendel, Mandy Newton, Daniel Grimm, Lindsey Whitsitt, Wayne Hall, Ryan Schmitt, Andrew Fallwell, Jessica Wiggins, Mary Julie Wargel, Dan Grimm

 

My Associates

Dan Grimm 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.

 

Neil J Fortwendel CFP®

Financial Advisor

Neil began his career as a college intern with Northwestern Mutual in 2004 while attending the University of Southern Indiana where he graduated with a Bachelor of Science in both Finance and Economics.  In continuing his practice full-time, Neil was recognized for his dedication to his clients by being awarded the National Association of Insurance and Financial Advisors Quality Award (2011-2012).

Neil is engaged in a variety of community organizations such as the American Cancer Society, the Evansville Rescue Mission, and the University of Southern Indiana Alumni Council.  Neil and his wife, Misty, reside in Evansville and are members of Crossroads Christian Church.

 

My Staff

 
Maurice Wayne Hall

Maurice Wayne Hall

Wayne first entered the financial services industry in 1990 after graduating with a degree in Business Administration from the University of Southern Indiana.  A series of opportunities lead him on a path to helping manage a locally owned multimillion dollar business for the next 18 years.  In 2009, Wayne decided it was time to return to a career in financial planning.  In 2013, Wayne accepted an opportunity to join Ryan's team as an Associate Financial Advisor and has been serving our team's clients ever since.  In his spare time, Wayne can be found working out, helping on the farm, and enjoying good conversation with great people.

 

 
Krista J Tenbarge

Krista J Tenbarge

Krista joined Ryan's team in February 2017 as a client service associate.  She will graduate from the University of Southern Indiana in May 2018 with a degree in Business Administration and a minor in both Computer Information Systems and Marketing.  Krista sought the opportunity to join Ryan's team as she is driven to pursue her career in business and marketing.  She enjoys working with all of our clients to ensure they have a great experience with our team. In her free time, you will find Krista traveling, teaching dance classes, and spending time with her family of 9.

 
Alexander Paul Seward

Alexander Paul Seward, CFP®

Alex began his career in the financial planning industry in 2013 while attending the University of Evansville.  He graduated with a degree in accounting and economics and continued his education by becoming a CERTIFIED FINANCIAL PLANNER™ practitioner.  Alex has a deep understanding of the financial markets and portfolio construction.  He oversees trade operations and helps to develop and maintain the team’s investment strategy and tools.

Alex lives on the East Side of Evansville with his wife Taylor.  They enjoy spending time outdoors, cooking, traveling, and cheering for the Aces and Buckeyes.

 

Ryan J. Schmitt

Financial Advisor

 

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