 R onnie Katz, CPA, President is an accomplished accountant and licensed life insurance agent and has decades of experience counseling agents and clients in the affluent senior market. His years as a personal producer and entrepreneur have helped him create customer focused companies, that aid and assist consumers with a minimum of fuss and a maximum of efficiency and profitability. Personal experience with life sales enable him to see each case from the producer's perspective and to appreciate the "sweat equity" each client represents to a commission based sales force. Ronnie started his career with 24 years in public accounting and life sales. He is a member of the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants, the Memphis Estate Planning Council, the Million Dollar Round Table® - Top of the Table and serves on the boards of several charitable institutions. He resides in Memphis and is available via email at
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