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
Caley Aument
Partner, Wealth Management Specialist/Licensed Agent | Wealth Management Accounting
Sandra Miller
Bookkeeping Manager/Licensed Agent | Wealth Management Accounting
Karen Robinson
Executive Assistant/Licensed Agent | Wealth Management Accounting
Erika Attar
Executive Assistant | Wealth Management Accounting
Barrett Rodriguez
Tax Attorney | Wealth Management Accounting
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
Heather Amador, CPA
CPA | Enrolled Agent | ProTax
Shannon Merriman
Tax Preparer | ProTax
Alexander Sloffer
Administrative Assistant | ProTax
Dre Ross
Bookkeeper | ProTax
Dawn Wahl
Administrative Assistant | ProTax
Dalia Liens
Administrative Assistant | ProTax
Irene Waikel
Bookkeeper | ProTax
Wendy Armstrong
Financial Planning Assistant | DR Financial Group
Larry Poyser
Outside Sales | DR Financial Group
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.
