Our Team

Andrew J. Platt CFP®, CLU®, ChFC®
CEO and Wealth Management Advisor
Andy Platt started his career at Northwestern Mutual after college and rose through various leadership roles before being promoted to his current position as Managing Director for the Dayton Office. He is the Co-founder & CEO of Platt Allen and specializes in helping C-suite Executives and Business-owners navigate risk, wealth management and investment initiatives.
Education
- CERTIFIED FINANCIAL PLANNER™ professional
- CLU® Chartered Life Underwriter
- ChFC® Chartered Financial Consultant
- Life & Health insurance licenses
- FINRA series 6, 63, 65, 7 & 26 securities licenses
- B.S. from Wright State University
Personal
Andy and his wife Britt live in Sugarcreek Township, Ohio with their two boys, Carter and Connor. They are active members in the community, having served on various boards including the Dayton Art Institute, Walnut Grove Country Club, Wright State Alumni Association and Miami Valley Golf Association. In 2019, Governor DeWine appointed Andy to the Wright State University Board of Trustees, where he is currently serving a nine-year term. Andy and Britt both enjoy time on the golf course, travelling and any family-fun activities. As a family, the Platt’s attend South Minster Presbyterian church in Centerville.

Education
- CERTIFIED FINANCIAL PLANNER™ professional
- RICP® Retirement Income Certified Professional
- Life & Health insurance licenses
- FINRA series 6, 63, & 7 securities licenses
- B.S. from Ohio State University with a specialization in Finance & Investments
Personal
Michael and his wife Heather, live on a small crop & dairy farm in Xenia, Ohio with their two children Teddy & Nella. In his free time, he enjoys farm work, all outside activities, reading, writing, playing music, & spending quality time with friends & family.About Me
Address
Designations

Jay Kleinhenz CFP®, ChFC®, RICP®
Director of Planning and Investment Operations
Education
- CERTIFIED FINANCIAL PLANNER™ professional
- RICP® designation
- ChFC® designation
- Life & health insurance licenses
- FINRA series 6, 63, & 7 securities licenses
- B.S from Wright State University with a specialization in Finance & Investments
Personal
Jay, his wife Katya, and daughter Mila enjoy taking their dog Petey on his daily walk around downtown Cincinnati and love to root for their favorite sports teams, UD Flyers, Bengals, & Reds. Free time on the weekend is spend traveling to see family and friends or trying out a new local restaurant/brewery.
Education
- RICP® designation
- Life & health insurance licenses
- FINRA series 6, 63, & 7 securities licenses
- B.S. from Wright State University
Personal
Charlie is originally from southern Ohio, he moved to Dayton, OH to attend Wright State University where he played golf during his college studies earning a Bachelor’s in Marketing. He resides in Bellbrook, OH with his amazing wife Jess and two boys Cohen & Daxon. They also have a goldendoodle name Ellie and an Aussie doodle named Penny.
Education
- Life & Health insurance licenses
- B.S from the University of Kentucky in both Accounting and Finance
- FINRA series 6 & 63 securities licenses
Personal
Joseph was born and raised in Dayton, Ohio and enjoys spending his free time with family and friends. Being a huge sports fan, Joseph loves to play golf and cheer on his beloved Cincinnati Bengals.
Education
Life and Health LicensesFINRA series 6 and 63
BA Earlham College
Personal
Sonsee is married to Gene Hambrick and has traveled all over the world due to his work. She has a daughter in Chattanooga, TN and a grandson in Phoenix, AZ. She is also mother to her 2 dogs, Max, a Maltipoo and Diamond, a Matchu. She enjoys cooking, traveling, and reading.
Education
- Life & health insurance licenses
- FINRA Series 6 and 63
Personal
Emily enjoys making quality time with her family a priority.
Personal
Teri resides in Enon, Ohio. She is an avid sports enthusiasts and loves travelling the US and abroad for live sporting events – especially US Men’s Soccer Games with her son. In her free time, Teri coordinates the Honoring Yesterday’s Heroes program for Honor Flight Dayton, an organization that takes Veterans to Washington DC to visit their memorials. She also is a devoted volunteer for the Clark, Madison and Champaign counties United Way and the Springfield Salvation Army Angel Tree Programs.About Me
Address
Designations
Affiliate Partners
Through Northwestern Mutual, Platt Allen has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.


Hannah Myhre-Gaskill MBA
Financial Representative
About Me
Address
Designations