Fortwendel Financial
Neil J Fortwendel
Financial Advisor|CFP®
Get to know our dedicated 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.
Please call whenever you have a question, concern, or need. Neil Fortwendel and his team are ready to help.
Alex Hofman
Financial Planning Coordinator
Alex graduated from Purdue University in 2022, receiving his Bachelor of Science degree in Finance. He began his career at Northwestern Mutual in 2021 as a college representative, earning Summer Camp Honors as a top 100 college representative in the country. After a successful internship, Alex began practicing full-time as a Financial Advisor at Northwestern Mutual in July of 2022. In July of 2024, he joined Neil's team as the Director of Financial Planning. He is licensed in life and health insurance as well as a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining his SIE, Series 6, & Series 63 certifications.
Jessica L Burton
Director of Operations and Client Service
Jessica graduated from the University of Southern Indiana in 2014 and began as the Director of Operations and Client Service for Neil’s practice in May 2019. Before working for Neil, she worked for the Northwestern Mutual Evansville office as the Receptionist and as a Sales Execution Team Member. Jessica is licensed in life and health insurance. Jessica is also your primary contact should you need to contact the office about scheduling your next meeting.
Lindsey J Whitsitt
Director of Investment Operations and Services
Lindsey graduated Cum Laude from the University of Southern Indiana in 2011 receiving her Bachelor of Science degree in Marketing. Lindsey joined Northwestern Mutual in June 2011 working as the Director of Marketing and Client Experience 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. She is licensed in life and health insurance. Lindsey is also a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining her securities Series 6 & 63.Congratulations to Lindsey Whitsitt
Lindsey was recently awarded the Team Member of the Year Award for the Kentucky and Southern Indiana region of Northwestern Mutual. A testament to the service she provides our clients and to our team. We are so grateful to have her on our team!
