Daniel J Schiffman, CLU®, CFP®, CLTC

Wealth Management Advisor

Our Team

As a Wealth Management Advisor with Northwestern Mutual, Dan Schiffman is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. Dan does not do it alone. Here is a listing of our team who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a question or need assistance at any time, please let us know.

 
Annette Tinder

Annette Tinder, MBA, CLTC

Director of Marketing and Business Operations
Office 301-662-1412

Annette joined Dan's team in April 2006, and oversees business operations and marketing.  She is committed to ensure execution of clients' financial plans while building client relationships at the high level of service our clients expect from us.  Annette also develops and implements practice initiatives.  Clients typically hear from Annette to schedule review meetings and is the primary contact for our special events.  Annette genuinely enjoys connecting people together.  Please reach out to her if you need to schedule a meeting, help with the client website, go paperless, or connect quality people with Dan. 

Annette is a graduate of SUNY Cobleskill, SUNY Institute of Technology at Utica/Rome and Mount Saint Mary's University.  She holds her Maryland life, health, variable annuity and long-term care licenses, and security registration.

 
Denise L Sparks

Denise L Sparks, CLTC

Office 301-662-4877

Denise joined Dan's team in October 2007, and holds her security registration as well as the Maryland life, health, variable annuity, and long-term care licenses.  Denise is committed to providing outstanding service every day.  Her primary responsibilities include executing all client insurance strategies and is able to assist clients with any service work or changes to their policies.

Denise will serve as your main point of contact for:

  • Client services for insurance and investment accounts
  • Underwriting and account opening
  • Insurance policy changes and servicing
  • Policy loans and billing
  • Providing inforce ledgers
  • Processing beneficiary changes
 
Gregory T Patchak

Gregory T Patchak, CFP®, RICP®

Director of Investment Services
Office 410-539-0084

Greg joined Northwestern Mutual in 2010 and currently serves as the Director of Financial Planning Services (FPS) for the firm. Greg was born and raised in Baltimore, and after graduating from Duke University in 2001 amassed many years of industry experience before joining Northwestern Mutual. Greg has a commitment to professional education and development and currently holds his Retirement Income Certified Professional (RICP ®) planning designation in addition to many securities and Maryland insurance licenses. As the director of FPS for the firm Greg creates full scale financial plans for our clients which address risk management and recommend investment solutions and strategies.


Greg currently resides in northern Carroll County, Maryland with his wife Kristen and their son James. 

 
Jason Howard Dansicker

Jason Howard Dansicker, CLU®

Financial Plan Analyst
Office 410-480-7069

Jason has been working in the financial planning industry for over 15 years and previously worked for T. Rowe Price in Baltimore. He currently holds the Maryland life and health license and the Series 7. His role is directed toward helping Dan create full scale financial plans for our individual and business clients. 

 
Penny Siedlecki Tucker

Penny Siedlecki Tucker

Director of New Business
Mobile 847-471-3984

Penny has been with Northwestern Mutual since Aug 1989.  Penny works with Dan as a pre-underwriting liaison to expedite the underwriting process.  She holds her life and health license.

 
 

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