What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 4pm

Platt Allen- Northwestern Mutual

Home
United States
Dayton, OH
Platt Allen- Northwestern Mutual

Platt Allen is a team of finance professionals led by Founders Andy Platt and Michael Allen.

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.

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! 🎉

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!

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!

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.

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.

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.

08/12/2026

As your career, family, and financial goals evolve, your insurance strategy may need to evolve too. Term conversions can offer a path to permanent life insurance without the need to re-qualify based on your health. Explore the benefits and considerations here: https://www.northwesternmutual.com/life-and-money/what-is-term-conversion/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=term-conversion&agentid=0B6047

08/10/2026

Meet the team Monday! Next up is Michael Allen, President & Private Wealth Advisor here at Platt Allen. Michael is dedicated to helping our clients navigate their financial journeys with confidence, providing personalized wealth management strategies and trusted guidance every step of the way. We're proud to have his leadership and expertise on our team!

Here is a little more about Michael:

What project are you most excited about right now? – Redefining how great financial planning is measured and delivered.

What are you looking forward to in the coming year? – Getting to meet our 4th baby, Penny.

What's your favorite team tradition? – Rewarding each other with gold stars whenever we notice someone living our values in an extraordinary way.

What's your favorite way to start the day? – Praying, exercising, and reading with the sunrise before cooking breakfast for my family.

What makes you proud to be part of this organization? – How dedicated everyone is to doing the right thing, caring for our clients, mastering their craft, giving generously, and being all-in. It’s a special environment to work in.

07/29/2026

If you feel like you're losing in the game of money, I'm here to help you make a comeback. Let's make a financial plan designed to get you some wins.

Address

Dayton, OH

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Website

http://plattallen.com/

Alerts

Be the first to know and let us send you an email when Platt Allen- Northwestern Mutual posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Platt Allen- Northwestern Mutual: