Our Team

 

Andrew J. Platt , CFP®, CLU®, ChFC®

CEO and Wealth Management Advisor

Office 937-427-7184


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Michael David Allen , CFP®, RICP®

President

Office 937-427-7137


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Jay Kleinhenz , CFP®, ChFC®, RICP®

Director of Planning and Investment Operations

Office 937-427-7175


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Charlie Doll , RICP®

Financial Advisor

Mobile 937-286-2048


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Joe Rank

Financial Advisor

Mobile 937-286-2634


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Emily M Gressman

Operations Associate

Office 937-427-7158


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Teri E Smith

Executive Assistant

Office 937-427-7120


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Affiliate Partners

Will Butler , DPT

Financial Advisor

Office 937-427-7120


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Hannah Myhre-Gaskill , MBA

Financial Representative

Office 937-427-7120


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