WealthCounsel, LLC

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WealthCounsel, LLC Employees

Employee
Years
Job
Industry
Josh Bench Josh Bench West Jordan, Utah Details
Josh Bench's WealthCounsel, LLC Experience January 2015 - Present
Job System Administrator at WealthCounsel, LLC
Industry Information Technology and Services
Experience
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

Brittany Marshall Brittany Marshall Greater Atlanta Area Details
Brittany Marshall's WealthCounsel, LLC Experience August 2014 - Present
Job Membership Advisor at WealthCounsel, LLC
Industry Legal Services
Experience
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

Albert G. Hehr III Albert G. Hehr III Cleveland, Ohio Details
Albert G. Hehr III's WealthCounsel, LLC Experience 2002 - January 2013
Job Attorney at Meyers, Roman, Friedberg & Lewis
Industry Law Practice
Experience
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

Tara Bachner Tara Bachner East Lansing, Michigan Details
Tara Bachner's WealthCounsel, LLC Experience November 2014 - Present
Job Membership Advisor at WealthCounsel, LLC
Industry Law Practice
Experience
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

Jordan Manchester Jordan Manchester Portland, Oregon Area Details
Jordan Manchester's WealthCounsel, LLC Experience April 2014 - Present
Job Software Support Representative at WealthCounsel, LLC
Industry Legal Services
Experience
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

Jessica Miskell Jessica Miskell Seattle, Washington Details
Jessica Miskell's WealthCounsel, LLC Experience October 2008 - April 2010
Job Administrative Assistant at Unity Electric
Industry Construction
Experience
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

William Sawyer William Sawyer Saratoga Springs, Utah Details
William Sawyer's WealthCounsel, LLC Experience January 2014 - Present
Job Development Lead at WealthCounsel, LLC
Industry Information Technology and Services
Experience
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

J. Rebecca Sanders J. Rebecca Sanders Logan, Utah Details
J. Rebecca Sanders's WealthCounsel, LLC Experience January 2012 - September 2012
Job Copywriter at iFit
Industry Writing and Editing
Experience
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

Mark Hevrdejs Mark Hevrdejs Greater Chicago Area Details
Mark Hevrdejs's WealthCounsel, LLC Experience March 2015 - Present
Job Product Management Executive | Estate Planner | Business Model Developer | Pragmatic and Customer Focused Leader
Industry Publishing
Experience
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

Philip E. Hamilton, Esq. Philip E. Hamilton, Esq. Kalamazoo, Michigan Area Details
Philip E. Hamilton, Esq.'s WealthCounsel, LLC Experience August 2015 - Present
Job Business Lawyer & eDiscovery Consultant
Industry Legal Services
Experience
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

Charles Newton Charles Newton Greater Atlanta Area Details
Charles Newton's WealthCounsel, LLC Experience 1999 - Present
Job Newton Law: Trusts, Wills, Estate Planning & Probate, Business Law
Industry Legal Services
Experience
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

Elizabeth Coup Elizabeth Coup Greater Boston Area Details
Elizabeth Coup's WealthCounsel, LLC Experience October 2011 - May 2012
Job Processing Assistant, Harvard Center for the History of Medicine
Industry Writing and Editing
Experience
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

Mike S. Manesh Mike S. Manesh Greater Los Angeles Area Details
Mike S. Manesh's WealthCounsel, LLC Experience September 2011 - Present
Job Owner and Senior Partner, Law Offices of Mike S. Manesh, A Professional Corporation
Industry Law Practice
Experience
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

Patrick Carlson Patrick Carlson Oklahoma City, Oklahoma Area Details
Patrick Carlson's WealthCounsel, LLC Experience September 2014 - Present
Job Attorney
Industry Law Practice
Experience
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

Wendy Witt, JD Wendy Witt, JD Pittsburgh, Pennsylvania Details
Wendy Witt, JD's WealthCounsel, LLC Experience 2014 - Present
Job Director of Practice Development, WealthCounsel
Industry Legal Services
Experience
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

Robert P. Bergman Robert P. Bergman San Jose, California Details
Robert P. Bergman's WealthCounsel, LLC Experience 2006 - 2012
Job Attorney at Law, Certified Specialist, Estate Planning, Trust & Probate Law (California)
Industry Law Practice
Experience
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

Louis Pavone Louis Pavone Greater Chicago Area Details
Louis Pavone's WealthCounsel, LLC Experience 2009 - Present
Job Member at WealthCounsel
Industry Law Practice
Experience
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

CarrieAnna (Cordova) McFadden CarrieAnna (Cordova) McFadden Greater Denver Area Details
CarrieAnna (Cordova) McFadden's WealthCounsel, LLC Experience August 2015 - Present
Job Web Content and Lead Generation
Industry Marketing and Advertising
Experience
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

Prem Adams Prem Adams Orlando, Florida Area Details
Prem Adams's WealthCounsel, LLC Experience May 2010 - January 2014
Job Digital Marketing Specialist at WealthCounsel, LLC
Industry Legal Services
Experience
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

Matthew McClintock Matthew McClintock Greater Denver Area Details
Matthew McClintock's WealthCounsel, LLC Experience July 2006 - September 2008
Job VP of Education, WealthCounsel
Industry Legal Services
Experience
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

C. Dennis Brislawn, Jr. C. Dennis Brislawn, Jr. Greater Seattle Area Details
C. Dennis Brislawn, Jr.'s WealthCounsel, LLC Experience January 1998 - Present
Job Shareholder at Oseran Hahn
Industry Law Practice
Experience
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

Carol Clasby Carol Clasby Greater Los Angeles Area Details
Carol Clasby's WealthCounsel, LLC Experience February 2011 - Present
Job WealthCounsel LLC
Industry Writing and Editing
Experience
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

D. Scott Schrader D. Scott Schrader Little Rock, Arkansas Area Details
D. Scott Schrader's WealthCounsel, LLC Experience June 2001 - Present
Job Partner at WealthCounsel, LLC
Industry Law Practice
Experience
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

James Berge James Berge San Francisco Bay Area Details
James Berge's WealthCounsel, LLC Experience 2003 - 2015
Job Estate Planning Attorney at Berge & Berge LLP
Industry Law Practice
Experience
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

Robert Deschene Robert Deschene North Attleboro, Massachusetts Details
Robert Deschene's WealthCounsel, LLC Experience June 2012 - Present
Job Estate Planning, Elder Law & Asset Protection Attorney for Massachusetts and Rhode Island
Industry Legal Services
Experience
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

Stewart Shelline Stewart Shelline Greater Salt Lake City Area Details
Stewart Shelline's WealthCounsel, LLC Experience July 2015 - Present
Job Director of Enterprise Architecture at WealthCounsel, LLC
Industry Religious Institutions
Experience
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

Amanda McCredie Amanda McCredie Madison, Wisconsin Details
Amanda McCredie's WealthCounsel, LLC Experience February 2010 - July 2011
Job Account Supervisor
Industry Accounting
Experience
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

Susan Goldsworthy, CPA, CISA, MBA Susan Goldsworthy, CPA, CISA, MBA Madison, Wisconsin Area Details
Susan Goldsworthy, CPA, CISA, MBA's WealthCounsel, LLC Experience June 2014 - Present
Job VP Finance & IT, WealthCounsel, LLC
Industry Legal Services
Experience
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

Bill Greenhalgh Bill Greenhalgh Baraboo, Wisconsin Details
Bill Greenhalgh's WealthCounsel, LLC Experience June 2011 - Present
Job Experienced estate planning attorney
Industry Legal Services
Experience
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

Brett Lytle Brett Lytle San Francisco Bay Area Details
Brett Lytle's WealthCounsel, LLC Experience 2004 - Present
Job Member at WealthCounsel, LLC
Industry Legal Services
Experience
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

Heather Chubb Heather Chubb Sacramento, California Area Details
Heather Chubb's WealthCounsel, LLC Experience 2005 - Present
Job Owner and Life Transitions Lawyer, The Chubb Law Firm
Industry Law Practice
Experience
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

Carl DeCecchis Carl DeCecchis Carthage, New York Details
Carl DeCecchis's WealthCounsel, LLC Experience August 2015 - Present
Job Salesforce Administrator at WealthCounsel, LLC
Industry Information Technology and Services
Experience
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

Whitney Sorrell Whitney Sorrell Phoenix, Arizona Area Details
Whitney Sorrell's WealthCounsel, LLC Experience 2003 - 2011
Job Owner, Sorrell Law Group, PLC
Industry Law Practice
Experience
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

Jeramie Fortenberry Jeramie Fortenberry Austin, Texas Details
Jeramie Fortenberry's WealthCounsel, LLC Experience November 2013 - Present
Job Attorney; Executive Editor at WealthCounsel, LLC
Industry Law Practice
Experience
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

Francisco P Sirvent Francisco P Sirvent Chandler, Arizona Details
Francisco P Sirvent's WealthCounsel, LLC Experience 2006 - Present
Job Attorney & Problem Solver at Law at Keystone Law Firm
Industry Law Practice
Experience
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

Ivan Ramirez Ivan Ramirez San Antonio, Texas Area Details
Ivan Ramirez's WealthCounsel, LLC Experience 2011 - 2015
Job Partner at Law Office of Ramirez & Parenti, PLLC
Industry Law Practice
Experience
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

Emma Cummings Emma Cummings Washington D.C. Metro Area Details
Emma Cummings's WealthCounsel, LLC Experience July 2015 - Present
Job Community Manager at Wealthcounsel, LLC
Industry Legal Services
Experience
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

Matt Croft Matt Croft Seattle, Washington Details
Matt Croft's WealthCounsel, LLC Experience 2002 - 2013
Job Technologist. Passionate Customer Champion. Consultant at Inflection Point
Industry Information Technology and Services
Experience
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

Jan Copley Jan Copley Greater Los Angeles Area Details
Jan Copley's WealthCounsel, LLC Experience 2003 - Present
Job Attorney at Pasadena Law Group
Industry Law Practice
Experience
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

Heinz Brisske Heinz Brisske Greater Chicago Area Details
Heinz Brisske's WealthCounsel, LLC Experience 2004 - Present
Job Estate Planning Attorney at Huck Bouma, PC
Industry Legal Services
Experience
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

Dennis Voorhees Dennis Voorhees Boise, Idaho Area Details
Dennis Voorhees's WealthCounsel, LLC Experience 2007 - 2009
Job Principal, The Voorhees Law Firm
Industry Law Practice
Experience
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 Abrams Sheri Abrams Washington D.C. Metro Area Details
Sheri Abrams's WealthCounsel, LLC Experience January 2010 - Present
Job Virginia Social Security Disability, Special Needs Planning, Elder Law & Estate Planning Attorney
Industry Law Practice
Experience
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

Matthew J. Tuller Matthew J. Tuller San Francisco Bay Area Details
Matthew J. Tuller's WealthCounsel, LLC Experience August 2013 - Present
Job Estate Planning Attorney/Owner, Law Office of Matthew J. Tuller
Industry Law Practice
Experience
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

Peter Lennington Peter Lennington Greater Minneapolis-St. Paul Area Details
Peter Lennington's WealthCounsel, LLC Experience 2005 - 2010
Job Owner, Lennington Law Firm, PLLC
Industry Law Practice
Experience
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 Amina Saeed Greater Chicago Area Details
Amina Saeed's WealthCounsel, LLC Experience 2008 - 2013
Job Attorney at Law
Industry Law Practice
Experience
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

Richard Dayton Richard Dayton San Francisco Bay Area Details
Richard Dayton's WealthCounsel, LLC Experience 2002 - Present
Job Attorney and Counselor at Law
Industry Law Practice
Experience
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

Sonny Soi Sonny Soi Orlando, Florida Area Details
Sonny Soi's WealthCounsel, LLC Experience March 2013 - March 2014
Job Business Development at Sustain, LLC
Industry Management Consulting
Experience
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

Robert Meeker Robert Meeker Madison, Wisconsin Area Details
Robert Meeker's WealthCounsel, LLC Experience November 2013 - August 2014
Job CONTRACT ACCOUNTING PROJECT at Creative Financial Staffing (CFS)
Industry Accounting
Experience
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

Jenny Villier Jenny Villier Denver, Colorado Details
Jenny Villier's WealthCounsel, LLC Experience January 2015 - Present
Job Business Law Faculty at WealthCounsel, LLC
Industry Legal Services
Experience
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

Nina Rosson Nina Rosson San Antonio, Texas Area Details
Nina Rosson's WealthCounsel, LLC Experience Director of User ApplicationsCyberlogApril 2000 - May 2007
Job Senior Programmer at ElderCounsel, LLC
Industry Legal Services
Experience
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

Marie Mason Marie Mason Madison, Wisconsin Area Details
Marie Mason's WealthCounsel, LLC Experience April 2014 - Present
Job Financial Analyst
Industry Accounting
Experience
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

Jenny Ellingson Jenny Ellingson Rockledge, Florida Details
Jenny Ellingson's WealthCounsel, LLC Experience 2007 - Present
Job Director of Employee Relations and Project Management at WealthCounsel, LLC
Industry Legal Services
Experience
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

Brenda Lopes Brenda Lopes Denver, Colorado Details
Brenda Lopes's WealthCounsel, LLC Experience 2012 - Present
Job Legal Software Developer at WealthCounsel, LLC
Industry Legal Services
Experience
WealthCounsel, LLC   2012 - Present

Education
Colorado State University