Beyond financial planning, Andy is passionate about many things in life including his family, faith, the Dayton Community, and sports. Andy is married to his lovely wife Britt, and they are blessed with two young boys, Carter and Conner, who are destined to be professional golfers. 

As a family, they attend St. Charles Church and rarely miss a Wright State basketball game.  Giving back to the community is important to Andy, as he serves on various boards and committees as well as being a member of the Dayton Downtown Rotary. Lastly, having earned the CFP® certification, Andy takes his role as wealth management advisor to hundreds of clients across the country very seriously and truly sees it as his calling.

Andrew James Platt, CFP®, CLU®, ChFC®

Managing Director


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