About Us​
Comprehensive estate planning and asset protection through an alliance of companies working together to achieve optimum results for the people we serve.
OUR WHY
ProDocs creates greater access to sophisticated estate planning and asset protection strategies
Who We Are
ProDocs specializes in creating customized legal structures that protect assets, minimize tax exposure, and ensure smooth wealth transfer across generations. With decades of combined experience, we’ve helped thousands of families secure their financial futures through properly structured legal entities and comprehensive planning documents.
Our expertise in trust formation, family limited partnerships, LLCs, and estate planning documents means your wealth management strategy has the legal foundation it needs. We collaborate with tax professionals, financial advisors, and insurance specialists within our alliance to understand your complete financial picture, then craft precise legal documents tailored to your specific needs.
Every document and structure we create meets all legal requirements while aligning perfectly with your tax strategies, investment plans, and insurance coverage. This coordinated approach ensures no opportunity for protection or tax efficiency is overlooked, with clear communication and timely document preparation essential to comprehensive wealth management.
Our Resources
ProDocs collaborates with our trusted alliance partners to deliver comprehensive wealth management solutions that protect and grow your assets.
OUR TEAM
Our alliance brings together experienced professionals in accounting, tax planning, legal structures, insurance, and investment management to provide truly comprehensive wealth management.
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
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 | Enrolled Agent | ProTax
Shannon Merriman
Tax Preparer | ProTax
Dre Ross
Bookkeeper | ProTax
Dalia Liens
Administrative Assistant | ProTax
Elsie Godoy
Administrative Assistant | ProTax
Irene Waikel
Bookkeeper | ProTax
Wendy Armstrong
Financial Planning Assistant | DR Financial Group
