Get to know our dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Associate Financial Advisor Gerritt F Hoppe

Gerritt F Hoppe

Associate Financial Advisor

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Wealth Management Advisor Andrew J. Platt

Andrew J. Platt

CFP®, CLU®, ChFC®

Wealth Management Advisor

Having been born and raised in Dayton, I am passionate about the financial security of those in my community. I specialize in holistic planning for physicians, executives, and business owners. My team and I work with our clients to create long-term financial plans that manages wealth, mitigates risk, and saves money tax efficiently to see your goals become reality.
Photo of Financial Advisor Michael David Allen

Michael David Allen

CFP®, RICP®

Financial Advisor

I've lived in Dayton for 20 years & started at Northwestern as an intern in 2013 while earning my finance degree at Ohio State University. My wife Heather & live in Downtown Dayton with our son Teddy, dog Charlie, & cat Grace. We look forward to building our goals and family, while I assist you in building yours!

Photo of Financial Advisor Eric M Anderson

Eric M Anderson

Financial Advisor