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Our Team

Andrew J. Platt CFP®, CLU®, ChFC®

CEO and Wealth Management Advisor

Michael David Allen CFP®, RICP®


Eric M Anderson

Partner and Financial Advisor

Jay Kleinhenz CFP®, ChFC®, RICP®, WMCP®

Director of Planning and Investment Operations

Charlie Doll CFP®, RICP®

Financial Advisor

Joe Rank

Financial Advisor

Emily M Gressman

Operations Associate

Teri E Smith

Executive Assistant

Chelsea Noble

Insurance Operations Associate

Jasmine Shah

Financial Representative

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.

Will Butler DPT

Financial Advisor

Hannah Myhre-Gaskill MBA

Financial Representative