AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
Ronald Latz CPA, MBALatz Wealth Care Corp.
Ron is a financial executive with a successful 38 year business career in financial planning, reporting and analysis, asset valuation, project and systems management, and capital modeling. Having seen the difficulties his aging and ailing parents and in-laws faced in keeping up with their daily financial chores, Ron was able to greatly reduce their stress and give them peace of mind by managing all the paperwork, bill paying, investments tracking and tax filings to keep them current. Ron’s involvement eliminated their overwhelming fear around their financial responsibilities and allowed them to enjoy their lives instead of feeling bogged down and pressured.