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 937-427-7169 ext. 7169

Abbie attended Wright State for her undergraduate degree and has resided in the Dayton area since 2011 after completing her Master of Education at the University of Cincinnati.

As Andy's executive assistant, Abbie coordinates the daily operations of the executive team including all levels of the client experience from applications to underwriting to servicing.

A country girl at heart, Abbie and her pup Annabelle enjoy traveling home to Portsmouth, Ohio to spend time with family & friends, traveling to new places, and exploring the outdoors.

 
Jay Kleinhenz

Jay Kleinhenz, CFP®, ChFC®

Director of Investments and Planning
Office 937-427-7175

Jay's career with Northwestern Mutual began as an intern at Wright State in 2015. While in school, he managed a 1M and continues to further his education, having recently attained his CFP®, ChFC®, and RICP® designations, where he ranked among the youngest 5% nationally to achieve the CFP®.

Jay joined Andy's team in 2018 and oversees the investment & planning operations, including account management, investment trading, and creating individually-tailored personal planning analyses.

The eternal sports fan, Jay is a proud supporter of the Cincinnati Reds, UD Flyers, and OSU football. He enjoys traveling with his wife, Katya as well as spending time with family & friends.

 

Andrew James Platt, CFP®, CLU®, ChFC®

Managing Director

 

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