CPA, PFS, CFP®
“HB provides a nearly unlimited variety of work experience in the financial world and many unique opportunities to help people manage their financial life.”
Russ’ detailed knowledge of Great Plains Dynamics, Open Systems, Creative Solutions, QuickBooks, and other accounting software enables him to help clients select and install PC-based hardware and software systems. Russ came to us as a staff accountant, becoming a shareholder in 1984. In addition to his bachelor’s degree in accounting from Illinois State University, Russ was awarded the Personal Financial Specialist (PFS) Credential by the American Institute of Certified Public Accountants (AICPA). The credential, established in 1987, is granted to qualifying CPAs with considerable professional financial planning experience. In August 2019, Russ earned the CFP® mark, naming him a CERTIFIED FINANCIAL PLANNER™.
Russ and his wife, Sally, live in Washington and have three children and one grandchild. He has been a volunteer with the East Peoria Chamber of Commerce and the Rotary Club. Family vacations and travel in general make Russ happy.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Send Russell Plattner an email