John Latta has been an invaluable advisor to me for more than 7 years. He helped design an employee stock ownership program that has bound my top colleagues more closely to the firm. He has given me strategic advice on how to approach our market.

He has even suggested valuable improvements to our management process. When I founded my firm I really knew my business but I didn’t really know how to run it. With John’s help I have become a better manager and built a stronger infrastructure, with an eye toward the future.

I also appreciate that he has taken a special interest in developing my staff’s skills. In fact he has helped my operations person develop a level of financial management skills such that she is now able to handle 99% of that function without John. He is my most trusted resource for difficult strategic, operational or personnel questions, valued not just by me personally but by our entire staff.”
-David La Piana, Managing Partner La Piana Consulting

For the past 11 years, John has worked with the Bell management team to develop annual budgets, review monthly financial statements, determine the true cost of our services in alignment with fee income, and other special projects. I am proud to report that we have been working on our succession plan for over 11 years now, and that John Latta continues to be my trusted guide and counselor.” - Jim Bell, President/Founder Bell Investment Advisors

Our firm and its management team have benefited immeasurably from working with John Latta.  John provides us with insightful, well-reasoned advice on a variety of financial and management issues, and has been an invaluable resource and mentor for the owners and our accounting and administrative personnel.

  John’s many contributions include monthly financial reports, financial data analysis and interpretation, budgeting, strategic planning, and sound business management advice.  As an added bonus, John is a pleasure to work with, bringing to every task a positive attitude and an admirable ability to communicate clearly, concisely and effectively.” – Gregory N. Owen – Owen, Wickersham & Erickson, P.C

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