Dana F Potts, CFP®, CLU®, ChFC®

Wealth Management Advisor

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.


John E Wawak

Office 312-641-8900

John brought his managerial, technical, and financial experience to our team in 2012.

A father of three, John and his wife enjoy cooking, travel, theater, and sports

Heather C Zoppa

Heather C Zoppa

Associate Financial Representative
Office 630-986-8600

 How can Heather help you?

  • Schedule appointments
  • Provide information about your insurance policies
  • Schedule insurance exams
  • Process address changes
  • Expedite owner/beneficiary changes
  • Provide policy values
  • Welcome referrals & networking opportunities

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