My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

David Plassman

David Plassman

Photo of team member
David Plassman

Certified Public Accountant

David is the newest member of our firm.  He joined us in July 2018 as a Senior Accountant.  David is a Certified Public Accountant (CPA) and comes to us with thirty-five years of experience in the public accounting field.  He is also a Chartered Global Management Accountant (CGMA), a designation of the American Institute of Certified Public Accountants (AICPA) for individuals who have demonstrated accounting and financial expertise with strategic insight to guide business decisions for clients. He is a member of the AICPA, Missouri Society of CPAs (MSCPA) and currently serves on the Taxation Committee of the MSCPA. His friendly and outgoing nature coupled with his in-depth knowledge of taxation and financial strategy makes client relationships easy to build and his commitment to quality helps clients reach their goals.

David served three years in the United States Army as a member of the US Army Security Agency and he completed one tour of duty in Vietnam. He has enjoyed the unique experiences of zip lining, cliff rappelling and Australian abseiling, which is downward rock rappelling facing forward! He hopes to some day add sky diving to his adventure resume. He also likes traveling, target shooting and spending time with family and friends.  He and his wife, Brenda, have four children and eight grandchildren.

Certified Public Accountant
Chartered Global Management Accountant

Bachelor of Science in Accounting, Southern Illinois University at Carbondale (1984)

Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Missouri Society of CPA's (MSCPA)

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM,  Member FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.


Website Design For Financial Services Professionals | Copyright 2020 All rights reserved