WealthCounsel, LLC
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WealthCounsel, LLC Employees
WealthCounsel, LLC January 2015 - Present
BYU-Idaho September 2014 - December 2014
Southeast Idaho Research Institute July 2014 - December 2014
BYU-Idaho January 2014 - June 2014
BYU-Idaho January 2014 - April 2014
BYU-Idaho September 2011 - April 2014
Southern Field Welding March 2011 - December 2012
Walmart June 2008 - February 2009
Skills
Linux, Windows, Information Security, Networking, MySQL, System Administration, Cisco Firewall Security, Audio Engineering, Pro Tools, Mac OS, Web Development, HTML 5, Microsoft Office, PL/SQL, Wireless Networking, 802.1x, SQL*Plus, Active Directory, Intrusion Detection, Software Development, Java, C++, Databases, Adobe Creative Suite, Microsoft Exchange, OpenVPN, MarkLogic, SonicWALL, Bash, VMware ESX, VirtualBox
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor of Science (BS), Computer Information Technology
WealthCounsel, LLC August 2014 - Present
RentPath April 2013 - July 2014
Quest Financial November 2012 - April 2013
Synq Solutions December 2010 - March 2012
Data Alliances August 2008 - June 2010
Skills
Account Management, Customer Service, Data Entry, Salesforce.com, Quality Assurance, B2B, Customer Acquisition, Customer Retention, Online Marketing, Marketing Strategy, Advertising, Microsoft Office, Data Analysis, Selling, Time Management, Access, Email, Lead Generation, Case Managment, PPC, Social Media, Training, Recruiting, Administrative..., Social Media Marketing, Online Research, Online Advertising, Marketing, Google Adwords, Google Apps, Case Management, Sales
Education
Mississippi State University 2007 — 2011
Public Relations, Advertising, and Applied Communication
Meyers, Roman, Friedberg & Lewis August 2014 - Present
WINT, am1330 August 2009 - Present
Buckley King LPA November 2012 - August 2014
WealthCounsel, LLC 2002 - January 2013
Hehr & Hehr Co. L.P.A. January 2000 - October 2012
Mayfield Village Police Department October 2000 - January 2007
Skills
Estate Planning, Asset Protection, Trusts, Long Term Care, Government, Probate, Elder Law, Estate Administration, Wills, Living Trusts, Guardianship, Small Business, Powers of Attorney, LLC, Courts, Medicaid, Planning, Succession Planning, Protection, Public Speaking, Negotiation, Special Needs Planning, Mediation, Business Planning, Long-term Care, Estate Tax Planning, Gift Tax, Legal Assistance, Business Formation, Special Needs Trusts, Estate Law, Charitable Trusts, Inheritance Tax Planning, Entity Extraction, Preparation of Wills, Veterans Benefits, High Net Worth..., Revocable Trusts, Elder Care, Living Will, Project Planning, Appeals, Buy-sell Agreements, Wealth, Special Education, Product Liability, Legal Advice, Legal Issues, Business Transactions, Tax Law
Education
Cleveland Marshall College of Law 1996 — 1998
Juris Doctorate, Law
Cleveland State University - Cleveland-Marshall College of Law 1996 — 1998
Bachelor of Arts (B.A.), Political Science
Cleveland State University 1994 — 1995
BA, Political Science
Lakeland Community College 1989 — 1990
Associates in Applied Science, Law Enforcement
Mayfield High School 1982 — 1986
WealthCounsel, LLC November 2014 - Present
Willingham & Cotè June 2011 - November 2014
Verspoor, Waalkes, Lalley, Slotsema, and Talen, P.C. September 2010 - December 2010
Victoria's Secret June 2007 - July 2007
Alma College Informational Technology September 2006 - April 2007
Wells Family Farm June 2001 - August 2005
Skills
Legal Writing, Estate Planning, Legal Research, Trusts, Powers of Attorney, Real Estate, Research, Critical Thinking, Nonprofits
Education
Thomas M. Cooley Law School 2007 — 2011
Juris Doctor, Business Transactions
Alma College 2003 — 2007
Bachelor of Arts, History and Political Science
WealthCounsel, LLC April 2014 - Present
Schwabe Williamson & Wyatt October 2008 - April 2014
Schwabe, WIlliamson & Wyatt July 2007 - October 2008
Utah National Guard August 2005 - May 2007
Portland Impact October 2001 - December 2003
Skills
Drawing skills, Painting, Conflict resolution, Computers, Presentation skills, Public speaking, Education, Video Conferencing, Database administration, Summation iBlaze, Trial Director, CaseMap, TimeMap, Litigation Support, Graphic Design, Relativity, E-Discovery Consulting, EDRMS, Patent Litigation, Class Actions, Legal Discovery, Database Administration, Product Liability, Westlaw
Education
Portland Community College 2001 — 2003
Associates, Art, Education, Psychology
Central Oregon Community College 1998 — 2000
Art, Education, Psychology
Unity Electric December 2012 - February 2014
Protime Sports July 2011 - December 2012
WealthCounsel, LLC October 2008 - April 2010
Skills
Office Administration, Data Entry, Supervisory Skills, Administrative..., Microsoft Excel, Microsoft Word, Office Management, Accounts Payable, Notary Public, Customer Service, Microsoft Office, Customer Support, Spreadsheets, Organization, Front Office
Education
Gary Manuel Aveda Institute 2014 — 2015
Cosmetology, Barber/Styling, and Nail Instructor
Western Washington University 2006 — 2011
Bachelor of General Studies, Business Administration and Management, General
WealthCounsel, LLC January 2014 - Present
Skills
Teaching, Patience, Programming, Problem Solving, XQuery, XML, MarkLogic, JavaScript, jQuery, HTML, HTML5, CSS, PHP, Java, MySQL, Oracle, SQL, Oxygen XML Editor, HTML 5, Software Development, Databases, JSON, REST, Subversion, Git, Web Design, AJAX
Education
Brigham Young University 2004 — 2011
Bachelor of Science, Computer Information Technology, 3.834
Lawrence High School 2001 — 2004
iFit - fitness technology March 2015 - Present
Self-Employed Writer February 2014 - Present
Utah State University November 2012 - February 2014
WealthCounsel, LLC January 2012 - September 2012
iFrogz April 2010 - January 2012
Brigham Young University September 2009 - April 2010
Gracie Homes August 2008 - July 2009
MLE Enterprises, Ltd July 2008 - July 2009
Melaleuca of Europe, Ltd February 2004 - December 2006
Skills
Press Releases, Editing, Microsoft Office, Public Relations, Social Media, Event Planning, Research, Interviewing, Quickbooks, Social Media Marketing, Email Marketing, Technical Writing, Accounts Payable, Speech Writing, Payroll Processing, Broadcast Writing, Newsletter Production, Data Processing, Writing, Social Networking, Public Speaking, Event Management, Community Relations, Customer Service, Excel, PowerPoint, Advertising, Online Marketing, Outlook, Word, Journalism, Fundraising, Promotions, Media Relations, Website Development, Blogging, AP Style, Strategic Planning, Customer Relations, Web Design, Facebook, Conferences, Copy Editing, Budgeting, Copywriting, QuickBooks, Business Development
Education
Brigham Young University - Idaho
Bachelor's Degree, English; Literary Studies
WealthCounsel, LLC March 2015 - Present
Law Offices of Mark Hevrdejs October 1987 - Present
Wolters Kluwer Tax & Accounting CCH February 1990 - January 2014
Wolters Kluwer Tax & Accounting CCH May 2011 - December 2013
Wolters Kluwer Tax and Accounting CCH August 2007 - May 2011
Wolters Kluwer Tax and Accounting CCH May 2003 - August 2007
Skills
Strategy, Product Marketing, Competitive Analysis, Cross-functional Team..., Publishing, Product Development, Management, Strategic Partnerships, Mergers & Acquisitions, Product Management, Market Analysis, Entrepreneurship, B2B, Content Management, E-commerce, Strategic Planning, Online Publishing, Multi-channel Marketing, Pricing, CRM, Marketing Communications, Lead Generation, Business Process..., P&L Management, Start-ups, Marketing, SaaS, Process Improvement, Analytics, Business Development, Salesforce.com, Sales Management, Content Strategy, E-Learning, Learning Management..., Competitive Intelligence, Tax Advisory, Estate Planning, Tax Preparation, Business Planning, Estate Administration, CPE, Probate, Continuing Education, Content Development, Gamification, Operations Management, Leadership, Integrated Marketing, Business Strategy
Education
DePaul University College of Law 1990 — 1991
LL. M, Taxation
DePaul University College of Law 1984 — 1987
J.D Cum Laude, Law
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts (B.A.), Economics
TriFound Financial, LLC March 2015 - Present
WealthCounsel, LLC August 2015 - Present
Philip E. Hamilton, PLLC January 2012 - Present
Lenny Harris Legacy Corporation September 2012 - Present
Universal Capoeira Angola Center, Inc. January 2012 - Present
eTERA Consulting July 2014 - Present
Dykema Gossett PLLC October 2008 - December 2011
Davenport University January 2008 - April 2008
Entrepreneur Institute of Mid-Michigan 2007 - 2008
Boys & Girls Club of Lansing 2006 - 2008
Skills
Entrepreneurship, Legal, Legal Research, Incorporation, Online Video Marketing, Business License, Compliance, Legal Compliance, Small Business, HUBZone, Minority Business..., Contract Law, Company Law, Employment Law, Video Production, Corporate Videos, Web Commercials, Early Stage Companies, Start-up Consulting, Start-up Support, New Business Development, Lean Startup, Sole Proprietors, S Corporations, Lines Of Credit, Trademarks, Copyright Law, Copyright Registration, Trade Secrets, Mediation, Litigation, Commercial Litigation, Corporate Law, Class Actions, Legal Issues, Licensing, Joint Ventures, Immigration Law, Estate Planning, Breach Of Contract, Contract Negotiation, Public/private...
Education
Case Western Reserve University School of Law 2002 — 2005
Juris Doctorate, Law, J.D.
Universiteit van Amsterdam 2004 — 2004
Certificate of Completion, International Law
University of Michigan 1996 — 2000
Bachelor of Arts, Sociology
LakePoint Sports Development Group 2011 - Present
WealthCounsel, LLC 1999 - Present
Newton Law 1993 - Present
Atlanta Bar Association 1975 - Present
State Bar of Georgia 1974 - 2014
Howard & Gilliland 1980 - 1985
Skills
Wills, Probate, LLC, Trusts, Estate Planning, Planned Giving, Charitable Gift Planning, Asset Protection, Estate Law, Arbitration, Corporate Law, Elder Law, Fundraising, Litigation, Succession Planning, Estate Administration, Powers of Attorney, Business Formation, Courts, Business Transactions, Estate Tax Planning, Dispute Resolution, Torts, Appeals, Civil Litigation, Legal Research, Charitable Trusts, Commercial Litigation, Mediation
Education
The University of Alabama School of Law
Juris Doctor, law
Davidson College
B.A., history
Harvard Center for the History of Medicine November 2014 - Present
Trustforte Corporation March 2011 - Present
The National Horseman June 2008 - Present
WealthCounsel, LLC October 2011 - May 2012
Nelson-Atkins Museum of Art December 2009 - September 2010
Nelson-Atkins Museum of Art July 2009 - September 2010
Anthropologie September 2007 - May 2010
Skills
Editing, Publications, Copy Editing, Editorial, Magazines, Art, Art History, Writing, Research, Books, Newsletters, Museums, Creative Writing, Art Exhibitions, History, Museum Collections, Blogging, Publishing, Text Editing, Press Releases, Media Relations, Museum Education, Sales, Visual Arts, Photography, Sports Journalism, Visual Merchandising, Customer Service, Retail, Creative Direction, Visual Communication, Archives
Education
Simmons College 2014 — 2016
Master of Library & Information Science (MLIS), Archives Management
New York University 2007 — 2009
Master of Arts (M.A.), Institute of Fine Arts, History of Art and Architecture
Carleton College 2002 — 2006
Bachelor of Arts (B.A.), Art History
WealthCounsel, LLC September 2011 - Present
Law Offices of Mike S. Manesh, A Professional Corporation 1990 - Present
Skills
Estate Planning, Business Planning, Iranian Transaction..., Probate, Trusts, Tax Law, Elder Law, Special Needs Planning, Estate Tax Planning, Estate Administration, Gift Tax, Corporate Law, Conservatorships, Wills, Guardianship, Powers of Attorney, LLC
Education
Texas Southern University School of Law 1987 — 1990
J.D., Law
The University of Texas at Arlington 1978 — 1980
M.S., Structural Engineering
WealthCounsel, LLC September 2014 - Present
Law Office of Meilman & Costa, P.C. February 2014 - Present
Carlson & Copeland, PLLC February 2011 - February 2014
University of Florida August 2009 - May 2010
Skills
Trusts, Tax Law, Estate Planning, Wills, Tax, LLC, Business Planning, Estate Law, Corporate Tax, Corporate Law, Estate Tax Planning, Legal Writing, Partnership Taxation, Small Business, Living Wills, Living Trusts, Probate
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2010
LL.M., Taxation
University of Oklahoma College of Law 2006 — 2009
J.D.
University of Oklahoma 2001 — 2005
B.A., Economics, German
WealthCounsel, LLC 2014 - Present
Wendy Witt, Legal Marketing Mentor 2010 - 2014
Wendy Witt Law Offices, LLC March 2004 - 2014
Witt Legal Writing 2010 - 2013
Witt Burkett, LLC 2004 - 2005
Williams Coulson Johnson Lloyd Parker & Tedesco, LLC 2002 - 2004
Rudnitsky and Hackman, LLP 1999 - 2002
Skills
Attorney Success..., Success Coaching, Leadership Development..., Leadership, Entrepreneurship, Law Firm Marketing, Small Business..., Public Speaking, Product Development, Personal Development, Social Media Marketing, Management, Social Entrepreneurship, Publishing, Keynote Speaker, Program Development, Peer Groups, Email Marketing, Video Blogging, Media Relations, Trusts, Estate Planning, Transformational..., Mastermind Groups, Elder Law, Powers of Attorney, Legal Writing, Wills, Legal Assistance, Asset Protection, Guardianship, LLC, Estate Law, Estate Administration, Legal Research, Estate Tax Planning, Blogging, Business Formation, Wealth, Legal Marketing, Conservatorships, Tax Law, Writing, Attorneys, Gift Tax, Legal Issues, Living Trusts, Living Wills, Revocable Trusts, Legal Services
Education
Pittsburgh Filmmakers 2008 — 2019
For Fun and Profit, The Study of Film and Screenwriting
Dickinson Law 1988 — 1991
JD, Law
Susquehanna University 1984 — 1988
BA, Psychology
Law Offices of Robert P. Bergman June 1982 - Present
WealthCounsel, LLC 2006 - 2012
Foundation for Personal Financial Education 2008 - 2009
Law Offices of Robert P. Bergman 2008 - 2008
Gilfix & LaPoll Associates February 2006 - June 2006
Voice One 2005 - 2005
Comerica Bank December 2000 - November 2003
Skills
Estate Planning, Trusts, Wills, Special Needs Planning, Estate Administration, Powers of Attorney, Estate Tax Planning, Financial Planning, Elder Law, Living Trusts, Succession Planning, Wealth Transfer, Retirement Planning, Asset Protection, Estate Law, Wealth, Life Insurance, Inheritance Tax Planning, Tax Law, Insurance Planning
Education
Santa Clara University School of Law 1977 — 1980
J.D., Law
San Jose State University 1975 — 1977
A.B., Social Science and African Studies
De Anza College 1974 — 1975
A.A., General Education
University of California, Berkeley 1973 — 1974
N/A, General Education
Saint Francis High School 1969 — 1973
HS Diploma, n/a
AdvisorsForum August 2009 - Present
WealthCounsel, LLC 2009 - Present
Loss & Pavone, Attorneys at Law January 1981 - Present
Internal Revenue Service January 1979 - December 1981
Skills
Gift Tax, Powers of Attorney, Trusts, Wills, Estate Planning, Estate Tax Planning, Probate, LLC, Estate Administration, Asset Protection, Special Needs Planning, Elder Law, Guardianship, Business Formation, Income Tax, Estate Law, Tax Law, Conservatorships, Corporate Law, Business Transactions, Inheritance Tax Planning, Real Estate, Charitable Trusts, Litigation, Personal Injury, Courts, Wealth Management..., Appeals, Tax, Exit Strategies, High Net Worth..., Wealth, Special Needs Trusts, Legal Assistance
Education
Northern Illinois University College of Law 1975 — 1978
J.D.
Monmouth College 1971 — 1975
B.A., Business Administration, Mathematics, Accounting
Fenwick High School 1967 — 1971
WealthCounsel, LLC August 2015 - Present
Regis University July 2012 - August 2015
HealthGrades April 2011 - July 2012
Monigle Associates April 2007 - April 2011
Sun Microsystems 2005 - 2006
Skills
Marketing Automation, Email Marketing, Web Analytics, Direct Mail, Marketing Strategy, Online Advertising, Marketing, Advertising, Social Media, Marketing Communications, Account Management, Salesforce.com, Market Research, B2B, Strategic Planning, Analytics, Digital Marketing, Online Marketing
Education
Regis University 2003 — 2007
BS, International Business and Marketing
WealthCounsel, LLC May 2010 - January 2014
WellTek Inc March 2007 - February 2010
Smart City Networks October 2006 - February 2007
National Retail Properties, Inc. July 2006 - October 2006
Thermo Fisher Scientific September 2005 - May 2006
Skills
Social Media, Email Marketing, Marketing Strategy, SEO, Integrated Marketing, Public Relations, Blogging, SEM, Product Marketing, Advertising, Corporate Communications, Marketing, Event Management, Strategy, Market Research, Website Development, Editing, Newsletters, Direct Mail, Competitive Analysis, Content Development, Management, Sales, Online Advertising, Marketing Communications, Direct Marketing, Brand Development, Digital Marketing, Leadership, Trade Shows, Web Content, Strategic Communications, Press Releases, Online Marketing, Google Analytics, Social Media Marketing, Google Adwords, Small Business, Event Planning, Marketing Management, B2B Marketing, Start-ups, Lead Generation, Salesforce.com, Social Networking, Budgets
Education
Suffolk University 2001 — 2005
BSBA, Marketing
WealthCounsel April 2013 - Present
The WealthCounsel Companies (WealthCounsel, The Advisors Forum) September 2008 - April 2013
WealthCounsel, LLC July 2006 - September 2008
Dimick Green Brown & Stark, P.C. June 2003 - July 2006
Jerry D. Balentine, P.C. & Associates November 1999 - June 2002
State of Oklahoma January 1994 - February 1997
Skills
Estate Planning, Trusts, Asset Protection, Estate Administration, Estate Tax Planning, LLC, Wills, Powers of Attorney, Wealth, Tax Law, Gift Tax, Elder Law, Estate Law, Business Formation, Succession Planning, Corporate Law, Guardianship, Business Planning, Project Planning, Tax, Courts, Wealth Management..., High Net Worth..., Special Needs Trusts, Conservatorships, Legal Education, Special Education, Long-term Care, Asset, Charitable Trusts, Inheritance Tax Planning, Charities, Strategic Financial..., Revocable Trusts, trust protectors
Education
University of Oklahoma College of Law 1997 — 2000
JD
University of Central Oklahoma 1991 — 1994
BA, Political Science
SolutionsIQ - Scrum PO
Oseran, Hahn, Spring, Straight & Watts, P.S. January 2014 - Present
The Private Client Law Group and Brislawn Lofton, PLLC January 1999 - December 2013
Northwest Gun Law Group January 2011 - December 2013
WealthCounsel, LLC January 1998 - Present
King County Search & Rescue December 2004 - Present
WASART 2010 - Present
Heritage Institute 2000 - 2010
US Army May 1978 - December 1996
Skills
Asset Protection, Estate Planning, LLC, Wills, Tax, Business Formation, Firearms Law, Trusts, Plannning, Elder Law, Estate Administration, Small Business, Estate Law, Trust, Probation, Firearms, Tax Law, Powers of Attorney, Legal Assistance, Inheritance Tax Planning, Estate Tax Planning, Courts, Financial Planners, Conservatorships, Guardianship, Financial Advisory, Succession Planning, Real Estate, Business Planning, Gift Tax, Business Transactions, Legal Advice, Mediation, Protection, Wealth, Legal Writing, Legal Research, Civil Litigation, Corporate Law, Revocable Trusts, Charitable Trusts, Dispute Resolution, Entity Extraction, Preparation of Wills, Limited Partnerships, Financial Planning
Education
University of Washington School of Law 1985 — 1988
Juris Doctor, Law
Gonzaga University 1973 — 1978
BA, Psychology, Biology
WealthCounsel, LLC February 2011 - Present
Skills
Plain Language, Simplifying the Complex, Strategic Communications, Public Relations, Press Releases, legal writing, Scrum, Legal Writing, Editing, Copy Editing, Web Content, Copywriting, Content Development, Newsletters, Publications, Blogging, Public Speaking, Social Media
Education
University of Missouri-Columbia School of Law
JD
Emmanuel College
BA, English Literature
Winburn Mano Schrader & Shram, PLLC 2011 - Present
WealthCounsel, LLC June 2001 - Present
Miller & Schrader, PLLC September 1996 - December 2010
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1993 — 1996
JD, Law
Ouachita Baptist University 1989 — 1993
BS, Accounting, Business Administration
Berge & Berge LLP 1993 - Present
WealthCounsel, LLC 2003 - 2015
WealthCounsel, LLC 2003 - 2015
WealthCounsel, LLC 2003 - 2015
LawReviewCLE August 2013 - September 2013
DeAnza Community College 1994 - 1998
VeriFone 1992 - 1993
Costa Distributing 1989 - 1992
City of Sunnyvale, California 1986 - 1989
County of Santa Clara, California 1986 - 1986
Skills
Estate Planning, Probate, Tax, Trusts, Wills, Powers of Attorney, LLC, Elder Law, Estate Administration, Estate Tax Planning, Special Needs Planning, Gift Tax, Living Trusts, High Net Worth..., Guardianship, Conservatorships, Wealth Transfer, Corporate Law, Limited Partnerships, Medicaid, Asset Protection, Succession Planning, Special Needs Trusts, Estate Law, Charitable Trusts, Trust, Veterans Benefits, Tax Law, Preparation of Wills, Revocable Trusts, Inheritance Tax Planning, Irrevocable Life..., Business Transactions, Buy-sell Agreements, Charitable Gift Planning, Prenuptial Agreements, Advance Directives, Deeds, Trust Management, Trust Services
Education
Golden Gate University, School of Law 1991 — 1992
LLM, Taxation
Santa Clara University School of Law 1982 — 1986
JD cum laude, Law
Santa Clara University - Leavey School of Business 1977 — 1981
BSC magna cum laude, Accounting
WealthCounsel, LLC June 2012 - Present
Advisors Forum June 2012 - Present
National Academy of Elder Law Attorneys January 2011 - Present
Deschene Law Office November 2007 - Present
North Attleborough Cultural Council October 2004 - January 2013
Community VNA 2013 - 2013
Bob Simone 2013 - 2013
Rhode Island Bar Association 1992 - 2012
Massachusetts Bar Association 2009 - 2010
United States Court of Appeals for the First Circuit 1991 - 2008
Skills
Estate Planning, Elder Law, Litigation, Family Law, Wills, Trusts, Medicaid Planning, Probate, Guardianships, Conservatorships, Special Needs Trusts, Probation, Medicaid, Guardianship, Courts, Legal Advice, Powers of Attorney, Estate Law, Asset Protection, Legal Assistance, Estate Administration, Document Drafting
Education
University of Maine School of Law 1987 — 1990
JD magna cum laude, Law
Brown University 1974 — 1978
BA magna cum laude, English
WealthCounsel, LLC July 2015 - Present
WealthCounsel, LLC December 2013 - Present
LDS Church July 2013 - December 2013
LDS Church December 2012 - July 2013
LDS Church December 2010 - July 2013
LDS Church April 2002 - November 2010
Condor Solutions Group October 2000 - March 2002
AmazingOutdoors.com December 1999 - October 2000
Incuhub.com July 1999 - December 1999
Deseret News Publishing Co. August 1989 - July 1999
Skills
XQuery, Agile, Enterprise Architecture, XML, Search, Enterprise Content..., XML Schema, Kanban, Agile Methodologies, Knowledge Management, MarkLogic, Content Management, Scrum, Architecture, Leadership, Agile Project Management, Enterprise Software, Software Project..., Software Development, Web Services, Web Development, Web Applications, Management, Product Management, Oracle, REST, Databases, Software Engineering, Start-ups, Cloud Computing, Design Patterns, Tomcat, Architectures, SOAP
Education
Brigham Young University 1978 — 1984
Bachelor's, Communications, English, Japanese
Brigham Young University
TWO MEN AND A TRUCK® May 2014 - Present
Imperial Builders & Contractors LLC June 2011 - May 2014
WealthCounsel, LLC February 2010 - July 2011
ACD Distribution January 2008 - February 2010
Associated Training Services January 2006 - January 2008
Skills
Accounting, QuickBooks, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Bookkeeping, Financial Reporting, Journal Entries, Payroll, Financial Accounting, Auditing, Tax, Microsoft Excel, Peachtree
Education
Lakeland College 2011 — 2013
Bachelor of Science (B.S.), Accounting
Herzing University-Madison 2004 — 2006
Associate of Science (A.S.), Accounting and Business/Management
Edgewood High School
Edgewood High School
WealthCounsel, LLC June 2014 - Present
M3 Insurance August 2012 - June 2014
Dean Health Plan, Inc. November 2011 - August 2012
Teel Plastics December 1999 - November 2011
Telephone and Data Systems™ (TDS™) November 1998 - December 1999
American Family Insurance May 1998 - November 1998
CUNA Mutual Group November 1994 - May 1998
Farm Credit Services of Western WI March 1993 - November 1994
Magna Publications March 1991 - March 1993
Skills
Financial Reporting, Leadership, Financial Analysis, Accounting, Business Process..., Finance, Analysis, Process Improvement, Strategic Planning, Business Analysis, Corporate Finance, Internal Controls, Auditing, Forecasting, Project Management, Team Building, Insurance, Employee Benefits, Business Intelligence, Access, Budget Forecasts, GAAP, Cash Management, Internal Audit, Managerial Finance, Manufacturing, Data Analysis, Analytics, Asset Managment, Capital Budgeting, Change Management, Continuous Improvement, Cost Accounting, Crystal Reports, ERP Implementations, Human Resources, Information Technology, Lean Manufacturing, microsoft access, Microsoft Excel, Microsoft SQL Server, Oracle SQL, Organizational..., Performance Metrics, Risk Management, Shared Services, Strategic Financial..., Team Leadership, Sarbanes-Oxley, Business Strategy
Education
Lakeland College 2011 — 2015
Master’s Degree, Finance Concentration
Madison Area Technical College 1996 — 1998
Associates, Programmer/Analyst
University of Wisconsin-Whitewater 1986 — 1991
BBA, Accounting w/Emphasis in Math & Computer Science
WealthCounsel, LLC June 2011 - Present
Greenhalgh Legal Services 1984 - Present
American Academy of Estate Planning Attorneys March 1998 - May 2011
Skills
Estate Administration, Elder Law, Medicaid, Powers of Attorney, Estate Planning, Trusts, Estate Tax Planning, Wills, LLC, Mediation, Guardianship, Conservatorships, Legal Assistance, Estate Law, Business Formation, Real Estate, Tax Law, Inheritance Tax Planning, Gift Tax, Asset Protection, Special Needs Trusts
Education
UCLA 1976 — 1979
Juris doctor, Law
Princeton University 1972 — 1976
Bachelors, History
McDowall Cotter, APC July 2007 - Present
McDowall Cotter, APC July 2007 - Present
WealthCounsel, LLC 2004 - Present
SGC Financial 2009 - Present
Howard, Lytle, Mah & Jackson July 1987 - July 2007
NNEPA 1997 - 2005
Law Offices of Mark Church 1985 - June 1987
Skills
Wealth Preservation, Asset Protection, Wealth Transfer, Estate Administration, Trust Management, Entity Formation, Entity Extraction, Wealth, Trusts, Estate Planning, LLC, Wealth Management..., Wills, Powers of Attorney, Gift Tax, Estate Tax Planning, Estate Law
Education
University of the Pacific - McGeorge School of Law 1984 — 1985
LLM, International business and Taxation
Gonzaga University - School of Business Administration 1983 — 1984
MST, Taxation
Gonzaga University School of Law 1981 — 1984
JD, Law
University of Iowa - Henry B. Tippie College of Business 1976 — 1981
BBA, Business Administration and Industrial relations
ElderCounsel, LLC 2011 - Present
WealthCounsel, LLC 2005 - Present
The Chubb Law Firm 1996 - Present
Perssonal Family Lawyers 2008 - 2010
Trimble Sherinian & Varanini 1997 - 1999
Downey Brand LLP 1994 - 1995
EIP Associates 1993 - 1994
Beak Consultants 1991 - 1993
McLaren Hart Environmental Engineering 1986 - 1991
Skills
Veterans Benefit advocat, Medi-Cal Pre-planning, Elder Law and Elder..., Estate Planning, Conservatorships, Medi-Cal, Elder Law, Wills, Estate Tax Planning, Trusts, Asset Protection, Powers of Attorney, Guardianship, Estate Administration, Mediation, Long-term Care, Inheritance Tax Planning, LLC, Appeals, Business Formation, Special Needs Trusts, Gift Tax, Courts, Litigation, Arbitration, Family Law, Tax Law
Education
University of the Pacific - McGeorge School of Law 1991 — 1995
Juris Doctorate, Law
University of Maine 1981 — 1985
Bachelor of Science, Chemical Engineering
WealthCounsel, LLC August 2015 - Present
GearsCRM August 2014 - August 2015
Convergys February 2014 - August 2014
Stream Global Services August 2013 - February 2014
Stream Global Services June 2013 - August 2013
Stream Global Services April 2013 - June 2013
Stream Global Services November 2011 - April 2013
Stream Global Services November 2009 - February 2010
Skills
Data Management, CRM, Operations Management, Customer Service, Customer Support, Communication Skills, Leadership Development, Call Center, Teamwork, Technical Support, Customer Satisfaction, Apex Data Loader, Salesforce.com..., Salesforce.com, Salesforce Administrator, Team Management, Salesforce.com..., Salesforce.com..., Force.com, Call Centers, Salesforce.com..., Cloud Computing, Customer Experience, Management, Business Analysis
Education
Copenhagen Central School
High School Diploma
SUNY Potsdam
Sorrell Law Group, PLC January 2004 - Present
WealthCounsel, LLC 2003 - 2011
Skills
Guardianship, Elder Law, Estate Administration, Wills, Business Formation, Estate Tax Planning, LLC, Powers of Attorney, Estate Planning, Asset Protection, Estate Law, Corporate Law, Tax Law, Trusts, Inheritance Tax Planning, Courts, Business Transactions, Wealth, Conservatorships, Gift Tax, Appeals, Legal Assistance, Prenuptial Agreements, Mediation, Entity Extraction
Education
Arizona State University College of Law 1983 — 1998
Juris Doctor (J.D.)
Arizona State University 1983 — 1987
Bachelor’s Degree, Corporate Finance
WealthCounsel, LLC November 2013 - Present
FortenberryLaw PLLC September 2008 - Present
SMHD September 2008 - October 2010
Balch & Bingham LLP August 2006 - August 2008
Phelps Dunbar LLP 2004 - 2006
Skills
Trusts, Wills, Estate Planning, Probate, Asset Protection, Special Needs Planning, Living Trusts, Elder Law, Tax, Nonprofit Law, Trust Management, Powers of Attorney, Estate Administration, Corporate Law, Estate Tax Planning, Business Formation, LLC, Living Wills, Tax Law, Succession Planning, Medicaid, Charities, Small Business, Non-profits, Limited Partnerships, Buy-sell Agreements, Charitable Trusts, Entity Formation, Special Needs Trusts, Estate Law, Special Education, Nonprofits, Entity Extraction, Corporate Governance, Conservatorships, Legal Advice, Preparation of Wills, Guardianship, Gift Tax, Document Automation, Wealth, Revocable Trusts, Joint Ventures
Education
New York University School of Law 2004 — 2005
LL.M., Taxation
Tulane University Law School 2001 — 2004
J.D., Law
University of Southern Mississippi 1999 — 2001
B.A., Psychology
Keystone Law Firm July 2012 - Present
WealthCounsel Arizona Forum, LLC June 2009 - Present
WealthCounsel, LLC 2006 - Present
David J. Harowitz, P.C. June 2010 - July 2012
Arizona Coalition for Assisted Living 2012 - 2012
Law Office of Francisco P. Sirvent, PLC January 2007 - June 2010
Helm & Kyle, Ltd. May 2006 - November 2007
Arizona Technology Enterprises May 2005 - December 2005
Quarles & Brady LLP December 2004 - May 2005
Elder Law Probono Project August 2004 - April 2005
Skills
Wills, Estate Planning, Trusts, Asset Protection, Succession Planning, Partnerships, LLC, Powers of Attorney, Estate Administration, Legal Assistance, Tax
Education
Arizona State University College of Law 2003 — 2006
J.D., Law, Science & Technology
University of Arizona 1997 — 2002
BS, Engineering
Flinders University 2000 — 2000
Engineering
Mt. View 1995 — 1997
Hugh school
Law Office of Ramirez & Parenti, PLLC December 2011 - Present
WealthCounsel, LLC 2011 - 2015
Law Office of Ivan Ramirez, PLLC November 2010 - December 2010
Ramirez & Martinez de Vara, PLLC November 2007 - November 2010
U.S. District Court for Western District of Texas 2006 - 2006
United Independent School District 1995 - 2004
Skills
Estate Planning, Wills, Real Estate, Litigation, Legal Writing, Courts, Trusts, Business Transactions, Legal Assistance, Powers of Attorney, Estate Administration, Corporate Law, Start-ups, LLC, Licensing, Small Business, Charitable Trusts, Estate Tax Planning, Taxation of Trusts
Education
St. Mary's University School of Law 2004 — 2007
Doctor of Law (JD), Law
Texas A&M International University 1996 — 2001
MS, Education
The University of Texas at Austin 1993 — 1995
BA, History
WealthCounsel, LLC July 2015 - Present
Skills
Special Education, Fundraising, Public Speaking, Staff Development, Editing, Adult Education, Classroom, Event Planning, Event Management, Human Resources, Budgets, Asset Protection, Legal Research, Trusts, Management, Leadership
Education
University of Central Florida 2002 — 2004
Master of Science in Management, Human Resources Development
Furman University 1991 — 1995
Bachelor of Science (BS), Health and Wellness, General
Croft Business Consulting January 2000 - Present
Army National Guard January 2011 - Present
Inflection Point November 2014 - Present
WealthCounsel, LLC 2002 - 2013
Skills
Strategic Planning, Management, Small Business, Project Management, Microsoft Office, Start-ups, Website Development, Customer Service, Project Planning, Product Management, Team Leadership, Cloud Computing, Salesforce.com, Product Development, CRM, Agile Project Management, Leadership, Business Development, Team Building
Education
University of Washington 2007 — 2009
Master of Business Administration (MBA), Executive Leadership
Central Washington University 1993 — 1996
Bachelor of Arts (BA), Law and Justice
Pasadena Law Group January 2013 - Present
Atticus, Inc. 2010 - Present
Copley Coaching 2010 - Present
WealthCounsel, LLC 2003 - Present
Jan Copley Attorney At Law July 1993 - December 2009
Cooper & Dempsey, P.C. 1990 - 1993
Jones Day 1987 - 1990
Greenberg & Bass 1985 - 1986
Sulmeyer, Kupetz, Baumann & Rothman 1982 - 1985
United States Bankruptcy Court, Central District of California 1981 - 1982
Skills
Coaching, Estate Planning, Elder Law, Courts, Commercial Litigation, Business Planning, Bankruptcy, Trusts, Wills, Business Formation, Mediation, Corporate Law, Appeals, Powers of Attorney, Estate Tax Planning, Guardianship, LLC, Estate Administration, Small Business, Tax, Gift Tax, Asset Protection, Legal Research, Conservatorships, Legal Writing, Estate Law, Wealth, Business Transactions, Tax Law
Education
Loyola Law School, Los Angeles 1978 — 1981
J.D., Law
Occidental College 1973 — 1977
A.B., American Studies
Huck Bouma, April 2013 - Present
WealthCounsel, LLC 2004 - Present
ElderCounsel, LLC 2007 - Present
DuPage County Bar Association 1977 - Present
Huck & Brisske, LLC May 1999 - March 2013
Greene, Jones & Brisske July 1978 - May 1999
Murphy, Jones & Brisske 1977 - 1978
Hinshaw & Culbertson May 1974 - July 1977
Skills
Gift Tax, Estate Law, Estate Planning, Estate Tax Planning, Elder Law, Medicaid Planning, VA Pension Planning, Asset Protection..., Special Needs Trusts, Tax Law, Charitable Trusts, LLC, Preparation of Wills, Prenuptial Agreements, Elder Care, High Net Worth..., Asset Protection, Charitable Gift Planning, Family Business, Medicaid, Buy-sell Agreements, Veterans Benefits, Wealth Management..., Limited Partnerships, Estate Administration
Education
John Marshall Law School 1994 — 1997
L.L.M., Taxation
Duke University School of Law 1971 — 1974
J.D., Law
Monmouth College 1967 — 1971
A.B., Economics, German
Special Needs Alliance, LLC 2004 - Present
The Voorhees Law Firm February 1978 - Present
National Elder Law Foundation, Inc. 2000 - 2010
WealthCounsel, LLC 2007 - 2009
Idaho Trial Lawyers Association 2004 - 2009
Special Needs Alliance, LLC 2004 - 2009
Estate Planning Law Specialist Board 2000 - 2009
National Academy of Elder Law Attorneys 2000 - 2009
Idaho State Bar 1978 - 2009
American Bar Association 1978 - 2009
Skills
Estate Administration, Estate Tax Planning, Trusts, Wills, Guardianship, Elder Law, Powers of Attorney, LLC, Estate Planning, Corporate Law, Litigation, Tax Law, Conservatorships, Attorneys, Legal Writing
Education
University of Idaho 1975 — 1978
J.D., Law
Kansas State University 1970 — 1973
B.A., Economics
North Hunterdon Regional High School 1965 — 1969
Sheri R. Abrams PLLC June 2015 - Present
Virginia Academy of Elder Law Attorneys (VAELA) June 2013 - Present
Virginia Hospital Center 2014 - Present
National MS Society 2010 - Present
WealthCounsel, LLC January 2010 - Present
ElderCounsel, LLC January 2010 - Present
Needham Mitnick & Pollack PLC January 2012 - May 2015
National Organization of Social Security Claimants’ Representatives (NOSSCR) 2011 - 2013
Needham Mitnick & Pollack PLC January 2010 - December 2011
Sheri R. Abrams, P.C. May 1995 - December 2009
Skills
Wills, Powers of Attorney, Estate Planning, Social Security..., Special Needs Trusts, Legal Research, Social Security, Guardianship, Trusts, Medicaid, Elder Law, Disability Law, Courts, Attorneys, Appeals, Social Security Law, Legal Assistance, Legal Advice, Estate Administration, Medicare, Administrative Law, Litigation, Legal Documents, Conservatorships, Legal Issues, Disability Benefits, Trials, Probate, Special Needs Planning, Living Wills, Special Needs, Hearings, Estate Law, Asset Protection, Legal Writing, Long-term Care
Education
The George Washington University Law School 1991 — 1994
Juris Doctor (J.D.), Law
Boston University 1985 — 1989
Bachelor's Degree, Business Management, Cum Laude
Law Office of Matthew J. Tuller October 2011 - Present
WealthCounsel, LLC August 2013 - Present
Privately Held Corporation July 2011 - Present
California Secretary of State January 2015 - Present
The Advisors Forum 2013 - 2015
Law Office of Anthony J. Sperber August 2011 - October 2011
Office of Administrative Hearings October 2010 - November 2010
Cary Law Center, P.C. June 2010 - August 2010
Community Boards June 2010 - August 2010
Golden Gate University School of Law January 2010 - June 2010
Skills
Employment Law, Advice on Employment..., Employment Litigation, Mediation, Alternative Dispute..., Legal Advice, Dispute Resolution, Legal Research, Legal Writing, Estate Planning, Trusts, Trust Management, Estate Administration, Personal Trust..., Powers of Attorney, Advance Directives, Preparation of Wills, Trustee, Lexis, Document Drafting, Legal Compliance, Negotiation, Contract Negotiation, Legal Issues, Legal Assistance, Corporate Law, Wills, Product Liability, Appeals, LexisNexis
Education
Golden Gate University, School of Law 2007 — 2010
Doctor of Jurisprudence, Law
University of Oregon 2001 — 2005
Bachelor of Science, Journalism, Political Science, Communication Studies
Piedmont High School 1998 — 2001
High School Diploma, Constitutional Law
Lennington Law Firm, PLLC October 2002 - Present
Wealth Counsel LLC 2001 - Present
WealthCounsel, LLC 2005 - 2010
AATEELA 2002 - 2010
WealthCounsel, LLC 2001 - 2010
Skills
Probate, Estate Administration, Estate Planning, Trusts, Succession Planning, Wealth Preservation, Wills, Powers of Attorney, Living Trusts, Special Needs Planning, Estate Tax Planning, Wealth Transfer, LLC, Asset Protection, Living Wills, Estate Law, Elder Law, Business Formation, Guardianship, Probation, Wealth, Special Education, Conservatorships, Wealth Management..., Tax Law, Gift Tax, Financial Advisory, Tax, Financial Planners
Education
University of Toledo College of Law 1987 — 1990
J.D., Law
Hillsdale College 1983 — 1986
Amina Saeed, Attorney at Law May 2006 - Present
Muslim Bar Association of Chicago January 2009 - May 2014
WealthCounsel, LLC 2008 - 2013
Illinois State Bar Association 2010 - 2011
ICIRR 2004 - 2005
Office of the Cook County Public Guardian 1996 - 2001
Skills
Probate, Estate Planning, Wills, Trusts, Asset Protection, Estate Administration, Powers of Attorney, Real Estate, Intellectual Property, Estate Tax Planning, Guardianship, Contract Negotiation, Special Needs Planning, Living Trusts, Appeals, Real Estate Transactions, LLC, Non-profits, Small Business, Business Formation, Business Planning, Succession Planning, Nonprofits
Education
The John Marshall Law School 2000 — 2004
LLM, Information Technology and Privacy Law
Valparaiso University School of Law 1993 — 1996
J.D., Law
Loyola University Chicago 1989 — 1993
B.A., Political Science and History
Lane Tech H.S. and Wildwood Elementary
WealthCounsel, LLC 2002 - Present
Dayton Law Firm December 1998 - Present
Skills
Estate Planning, Estate Law, Wills, LLC, Wealth, Powers of Attorney, Elder Law, High Net Worth..., Estate Administration, Guardianship, Litigation, Asset Protection, Trusts, Estate Tax Planning, Charities, Mediation, Small Business
Education
Santa Clara University School of Law 1994 — 1999
Sustain Solutions August 2015 - Present
CrossPoint Business Group January 2008 - July 2015
WealthCounsel, LLC March 2013 - March 2014
Paradigm Engineering December 2004 - December 2007
What's The Best, Inc. June 1998 - December 2004
Skills
Business Development, Strategy, Mergers & Acquisitions, Management Consulting, Strategic Planning, Marketing, Salesforce.com, Mergers, Due Diligence, Contract Negotiation, Sales, Negotiation, Business Valuation, Project Management, Training, Business Strategy, Business Brokerage, Project Coordination, B2B, Business Analysis, Investments, Finance, Marketing Strategy, Selling, Client Focus, Storm Water Pollution..., New Business Development, E-commerce, Small Business, Budgets
Education
Wharton School, University of Pennsylvania
Mergers and Acquisitions Certificate Program, Executive Education, Mergers and Acquisitions
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Science (BS), Environmental Business and Economics
Wisconsin Early Childhood Association (WECA) March 2015 - August 2015
Creative Financial Staffing (CFS) August 2014 - March 2015
WealthCounsel, LLC November 2013 - August 2014
Accountemps March 2006 - November 2013
Matthew G. Norton Co. March 2002 - March 2006
Insightful Corporation July 1993 - June 2001
Skills
Budgets, Outlook, Microsoft Excel, Microsoft Word, SAP, Microsoft Office, Customer Service, Journal Entries, Bank Reconciliation, Process Improvement, Accounts Payable, General Ledger, Accounts Receivable, Account Reconciliation, Accruals, Teamwork, QuickBooks, Financial Analysis, PowerPoint, Accounting
Education
Northwest Missouri State University
Bachelor of Science (B.S.), Accounting
WealthCounsel, LLC January 2015 - Present
Perkins Coie LLP October 2011 - January 2015
Kirkland & Ellis LLP August 2006 - June 2011
DePaul University September 2010 - May 2011
Temple University August 2009 - December 2009
Winston & Strawn LLP August 2004 - July 2006
Skills
Corporate Law, Corporate Governance, Legal Research, Legal Writing, Joint Ventures, Mergers, Due Diligence, Litigation, Intellectual Property, Mediation, Trials, Courts
Education
University of Notre Dame Law School 2001 — 2004
Juris Doctor, Magna Cum Laude
University of Dayton 1997 — 2000
B.S.B.A., Accounting and Finance, Summa Cum Laude
Cor Jesu Academy 1994 — 1997
High School
WealthCounsel, LLC Director of User ApplicationsCyberlogApril 2000 - May 2007
Southwest Research Institute 1989 - 1998
Education
Teknillinen korkeakoulu-Tekniska högskolan 1976 — 1984
D.I., Electrical Engineering
Teknillinen korkeakoulu-Tekniska högskolan 1976 — 1984
MS, Electrical Engineering
The University of Kansas 1980 — 1982
M.S., Computer Science
WealthCounsel, LLC April 2014 - Present
pc/nametag November 2012 - April 2014
Weather Central, LP, purchased by The Weather Companies January 2012 - October 2012
JT Packard October 2007 - February 2012
Skills
Reconciliation, Payroll, Financial Analysis, Budgeting, Insurance, Accounting, Excel, General Ledger, Financial Reporting, International Accounting, Fixed Assets, Revenue Analysis, Revenue Recognition, Great Plains Software, Mas 90, Salesforce.com, Sales Tax, Bank Reconciliation, Property Tax, Account Reconciliation, Budgets, Expenses, Accounts Receivable, Accounts Payable, Journal Entries
Education
University of Wisconsin-La Crosse 1997 — 2002
College of Business Administration with a major in Finance and minor in Accounting, Accounting and Finance
Edgewood College
WealthCounsel, LLC 2007 - Present
United States Air Force 2005 - 2007
United States Air Force 2003 - 2005
United States Air Force 2000 - 2003
Skills
Project Management, Human Resources, MS Project, Leadership Development, Strategic Leadership
Education
University of Central Florida 2003 — 2004
M.S.M., Change Management
University of Idaho 1997 — 2000
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
WealthCounsel, LLC 2012 - Present
Education
Colorado State University