As the President and owner of Platt Investment Counsel, LLC, I've been a registered investment advisor representative since 2013. My career on Wall Street and in the financial services industry dates back to 1992, and throughout these years, I've remained deeply committed to the principles of trust, integrity, and empathy. I always strive to provide superior service to my clients.
I advocate for the KISS approach—Keeping It Super Simple—because I believe that common-sense problem-solving makes complex financial strategies more accessible and practical. By breaking down intricate financial concepts into understandable terms, I help my clients feel more comfortable and confident in their financial decisions.
A firm believer in the significance of economic cycles, I combine my economic curiosity with a dedication to helping families and individuals achieve their financial goals. As a third-generation money manager, I carry forward a legacy of financial stewardship and client-focused service that has been a hallmark of my family.
Born in Minneapolis, I am a proud graduate of Drake University, where I played college soccer. Outside of work, I'm passionate about sports, particularly golf, and I enjoy playing fantasy football with my lifelong friends. I also love taking road trips through middle America, embracing the simple joys of life with a "family first" mindset.