OUR WHY:
Creating greater access to all-inclusive wealth management
Wealth Management Accounting was created out of seeing a glaring need. The idea of all-inclusive wealth management or the family office was almost solely for the elite. Since our inception, we have existed to bring our blending of things like tax reduction strategies, estate planning, investment management, and asset protection into one cohesive plan to the middle class so they can also achieve their goals.
Our Trusted Resources
Our Team
Dennis Runkle
Founder | Wealth Management Accounting
Sandra Miller
Licensed Agent | Wealth Management Accounting
Barrett Rodriguez
Tax Attorney | Wealth Management Accounting
Erika Attar
Client Care Coordinator | Wealth Management Accounting
Hailey Browne
Client Care Coordinator | Wealth Management Accounting
Kaity Fredericks, MBA
Business Analyst | Director of Marketing | Wealth Management Accounting
Isabel Benitez
Head of Bookkeeping | Wealth Management Bookkeeping
Natalie Hipp
Junior Bookkeeper | Wealth Management Bookkeeping
Kris Hannah
Partner, Licensed Life Insurance and Fixed Index Annuity Agent, MBA
Mark Ellington
Licensed Life Insurance and Fixed Index Annuity Agent
Hannah Neuenschwander
CFO, Tax & Payroll Specialist | ProTax
Donna Bielski
Project Coordinator | ProTax
James Yergens, CPA
CPA | ProTax
Erika Dutcher
CPA Candidate | ProTax
Irene Waikel
Bookkeeper | ProTax
Dre Ross
Bookkeeper | ProTax
Dalia Liens
Administrative Assistant | ProTax
Wendy Armstrong
Financial Planning Assistant | DR Financial Group
Elsie Godoy
Administrative Assistant | ProTax
Shannon Merriman
Tax Preparer | ProTax
In Memory of
Karen Robinson
Our Core Values
Excellence
We strive to deliver the very best service to you while staying up to date on all changes to laws and requirements.
Responsiveness
Consistent communication is essential to all-inclusive wealth management. We make every effort to respond to you in a timely manner.
Compliance
Absolutely everything we do is according to tax law, industry standards, and meets all regulatory requirements.
Tailored Solutions
All-inclusive wealth management must be customized to every situation. All strategies will be based on your unique goals and priorities.
