Daniel W Dittman Jr, CPA, CFP®, RICP®, CASL®, ChFC®

Wealth Management Advisor

Professional

Before Dan can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

Dan talks about his career and Northwestern Mutual:

 

 

I work with a team of professionals that specializes in planning. We help our wealth holders develop a deeper knowledge of tax efficient strategies available to their tailored financial picture, and provide solutions to help them preserve and grow their wealth through tax deferred vehicles.

Here at our practice we have a concierge style of service.  Our focus is to create a one on one experience for each of our wealth holders. We believe that every wealth holder is special and they genuinely want to be appreciated as an individual and not just a number. We bring to the table an understanding that everyone has different needs and situations, and our team works together to give the most comprehensive service possible.  We want our wealth holders to know that their loyalty to our firm is greatly appreciated and it will never go unnoticed.

 

Education

  • Indiana University: Bachelor of Science degree in Business/Accounting.

 

 

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