Jasmine Shah - Northwestern Mutual

Jasmine Shah - Northwestern Mutual Helping you attain your financial goals, one degree at a time. Married, mom to 1 boy and 2 girls. Speak English, Gujarati, Hindi, French and some Italian.

Indian woman, born in Zambia, raised in Canada, living in the US. Suffice it to say, I've lived many lives, experienced many experiences, tried, failed, tried, and eventually succeeded at many things. I use these experiences, coupled with my knowledge to bring you the best service for your financial and insurance needs. Ask me how I do it differently.

We hear these questions all the time, and the truth is, there is rarely a one-size-fits-all answer. Your financial goals...
09/02/2026

We hear these questions all the time, and the truth is, there is rarely a one-size-fits-all answer. Your financial goals, lifestyle, and priorities are unique, and your plan should be too.

We're taking a break from Meet the Team Monday to celebrate a very special milestone!Please join us in congratulating Te...
08/31/2026

We're taking a break from Meet the Team Monday to celebrate a very special milestone!

Please join us in congratulating Teri Smith on 5 years with Platt Allen. Over the past five years, Teri's dedication, hard work, and commitment to serving our clients have made a lasting impact on our team and those we have the privilege to help.

Thank you, Teri, for all you do. We are grateful to have you as part of the Platt Allen family and look forward to many more years together!

🎉 Congratulations on 5 years! 🎉

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6188B1xVqQ

Meet the Team Monday has a very special introduction!Please help us welcome the newest member of the Platt Allen family,...
08/24/2026

Meet the Team Monday has a very special introduction!

Please help us welcome the newest member of the Platt Allen family, Penny Allen, who made her grand entrance on Saturday!

While she's a little too young to discuss financial planning, Penny is already excelling at stealing hearts, spreading smiles, and delivering the sweetest snuggles.

Please join us in congratulating the Allen family and welcoming sweet Penny!

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6180BELqH2

🏆 First Place Finish for Wright State Alumni! 🏌️‍♂️Charlie Doll and his fellow Wright State golf alumni brought their A-...
08/21/2026

🏆 First Place Finish for Wright State Alumni! 🏌️‍♂️
Charlie Doll and his fellow Wright State golf alumni brought their A-game to the Wright State Golf Outing, combining teamwork, talent, and plenty of Raider pride to secure a first-place finish for PlattAllen!

The victory made for an unforgettable day of competition, camaraderie, and celebration. Congratulations to Charlie and the entire alumni team on a well-earned win!

At Platt Allen, every financial plan begins with understanding what matters most to you.Whether it's building wealth, pr...
08/19/2026

At Platt Allen, every financial plan begins with understanding what matters most to you.

Whether it's building wealth, preparing for retirement, creating financial security for your family, growing your business, planning for succession or pursuing a dream, we'd love to hear about it.

Meet the Team! Up next is Joe Rank, one of our dedicated Private Wealth Advisors. Joe is passionate about helping indivi...
08/17/2026

Meet the Team! Up next is Joe Rank, one of our dedicated Private Wealth Advisors. Joe is passionate about helping individuals and families navigate their financial journey with personalized strategies tailored to their goals and future aspirations.
Joe recently got engaged, making this an especially exciting year both professionally and personally!

A little more about Joe:

What's your favorite hobby outside of work? - Playing golf.

What's your favorite way to spend a weekend? - Being with friends and family watching sports or doing something active and fun.

What inspired you to join our PlattAllen? - Working with quality individuals that do things the right way.

What do you enjoy most about your job? - Helping people achieve their financial goals.

What's one thing on your bucket list? - To go to The Masters golf tournament at Augusta National.

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6182BEA0ck

08/14/2026

A big part of my job is helping clients slow down, sort through the noise, and focus on what actually matters for their future. If this sounds good to you, I’d love to chat. Let’s connect today.

Address

70 Birch Alley
Beavercreek, OH
45440

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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