Ilene Dietz
Chief Financial Officer
In 1972, I met and was impressed by Craig Hartman, President, CEO and founder of Plansmith, and subsequently joined the company. I am fortunate to have been with Plansmith for 21 of those years and have seen the evolution from the first “what if” interactive planning model to the sophisticated array of planning and rate risk management tools that Plansmith offers today.
Plansmith’s culture parallels my own philosophical ideals of providing the best service possible to our clients, our employees, and the community. As CFO, my role at Plansmith is to oversee and facilitate the flow of funds within our company including accounting, financial reporting, compliance and other regulatory processes.
We look forward to working with you and pledge that we will always provide you with the highest quality and integrity in all of our business practices.