Our Team

Skip Platt, CLU

Phone: 434-220-1487

E-mail: skip@plattfinancial.com

Skip Platt has been in the insurance and financial industry since 1982. With his tenure starting in 1988 with Mutual of Omaha, Skip worked with cultivating agents and advisors to build their careers in insurance and financial services. In 2006, Skip decided to start Platt Financial in Charlottesville, Virginia, offering a variety of insurance and financial services.

Skip has obtained the Chartered Life Underwriter (CLU) designation from The American College and is a graduate of Emory and Henry College in Emory, Virginia. He is the current president of the Charlottesville Association of Insurance and Financial Advisors.

Skip enjoys offering personalized service to his clients including analyzing current situations, identifying important goals and objectives, and building a customized financial plan. Skip believes in the team approach and enlists the advice of his other professionals to help his clients plan for a sound financial future. As a financial firm, Platt Financial has access to many quality companies in order to obtain products and services best-suited to help fulfill the needs of every client.

Born and raised in Lynchburg, Virginia, Skip moved to Charlottesville in 1985. He currently resides in Keswick, Virginia with his wife, Elizabeth Ewing.

Securities Registrations:

Series 6, 26, 62, 63, 65.

Licenses:

Health, Life, and Annuities

Designations:

Chartered Life Consultant

Gregg Scheibel, CFP®

Phone: 434-220-1487

E-mail: gregg@plattfinancial.com

Gregg Scheibel transitioned into the Financial Services industry in 1993 after working seven years with the Xerox Corporation. Gregg’s preference to serve his clientele as an independent financial advisor has enabled him to offer an unrestricted and common sense approach intended to zero in on the specific objectives pertinent to each individual or family he works with. He joined the team at Platt Financial in 2010.

Not long after entering the field, Gregg began the process of furthering his education by enrolling with The College for Financial Planning’s Certified Financial Planner^TM curriculum. His successful completion of their requirements culminated in him receiving the Certified Financial Planner^TM designation in 1997, which he has maintained ever since.

Gregg’s desire to serve the interests of individuals, families, and small businesses has resulted in 23 years of experience in the varied fields of Investment Planning, Estate Planning, Retirement Planning, Insurance Planning, and Income Tax Planning. Gregg maintains the requisite Securities registrations and Insurance licenses allowing his clients access to a very wide range of financial instruments, which is often helpful when tailoring and pursuing specific strategies.

Married and father of five children, Gregg moved to Charlottesville in 1986. An active gardener, he has also served many years as Little League baseball coach and counselor to those incarcerated at the Charlottesville-Albemarle Regional Jail.

Securities Registrations:

Series 7, 63, 65

Licenses:

Health & Life Insurance

Designations:

Certified Financial Planner^TM

Bob Platt, CMFC, LTCP

Phone: 434-220-1487

E-mail: bob@plattfinancial.com

Bob Platt, a native of Lynchburg graduated from Hampden-Sydney College in Hampden-Sydney, VA. Bob entered the medical and insurance services field in 1978 and worked with several firms across the southeastern U.S. After moving back to Lynchburg, VA in 1995, Bob opened the Lynchburg office for Mutual of Omaha in 1996 till leaving them in 2013. Prior to joining Mutual of Omaha, he worked with Dun & Bradstreet as a healthcare and insurance consultant for over 250 insurance carriers across the U.S. Between 2006 and 2010, Bob also worked with an affiliated Mutual of Omaha office, Cold Harbor Financial in Mechanicsville, Va where he was instrumental in all aspects of researching, planning and growing the firm's client base, with AUM (assets under management) in excess of $50 million.

Bob joined Platt Financial in 2013. He has obtained the Chartered Mutual Fund Counselor (CMFC) designation and Long Term Care Professional (LTCP) designation. He is involved with several local charities and civic groups. During his tenure with Mutual of Omaha, Bob earned numerous honors and awards, and completed all advanced training for Retirement & Estate Planning.

Bob enjoys offering personalized service to his clients, and always puts his client’s needs first. This service includes analyzing current situations, identifying important goals and objectives, and building a customized financial strategy. Bob believes in the team approach and enlists the advice of his other professionals to help his clients plan for a sound financial future. As a financial firm, Platt Financial has access to many quality companies in order to obtain products and services best-suited to help fulfill the needs of every client.

Bob currently resides in Lynchburg, Virginia with his wife, Berni Platt.

Securities Registrations:

Series 6, 63, 65.

Licenses:

Health & Life Insurance

Lesley Bradley

Sales Assistant

Phone: 434-220-1487

E-mail: lesley@plattfinancial.com

Lesley was in banking for 25 years prior to joining Platt Financial in May of 2007. She is a licensed insurance agent. Her main job at Platt Financial is assisting Skip, Gregg and Bob to assure that our clients’ needs are taken care of. Lesley enjoys planning our Annual Client Appreciation Event and being the point person for Medicare’s Prescription Drug plans.

Lesley moved to Charlottesville in 1992 and resides at Lake Monticello with her husband and son. She enjoys being outdoors and taking long walks with her Chocolate Lab.

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Our Team

Skip Platt, CLU

Securities Registrations:

Licenses:

Designations:

Gregg Scheibel, CFP®

Bob Platt, CMFC, LTCP

Securities Registrations:

Licenses:

Lesley Bradley

Sales Assistant

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