Andrew James Platt, CFP®, CLU®, ChFC®

Managing Director

Our 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 and exceptional planning.

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

 
Abbie Wolfe

Abbie Wolfe, M.Ed.

Associate Financial Representative
Office 937-427-7120
 
Jay Kleinhenz

Jay Kleinhenz, CFP®, ChFC®

Director of Investments and Planning
Office 937-427-7175

Jay has been with Northwestern Mutual since beginning the internship program in 2015 through Wright State. He determined this was the path for him while managing a 1M portfolio through the school and developing financial problem-solving skills through his degree courses. He loves learning new skills and furthering his education, having recently received his CFP® (as the youngest 5% of advisors nationally to earn), ChFC®, and RICP® designations.

 

Joining the team in 2018, Jay oversees the investment operations and planning preparation for our clients. This includes account management, investment trading, and creating the Personal Planning Analysis, etc. tailored to each individual. He enjoys working with numbers and analytical planning to provide the most complete plan for all.

 

Outside of NM, Jay is a proud Cincinnati Reds, UD Flyers, and OSU football fan and is always up for a game! He enjoys spending time with family and friends as well as traveling with his wife, Katya.

 
 

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