WealthCounsel LLC
VP, Learning, Practice Success, & Legal Marketing
Prior to joining WealthCounsel, Yvonne had her own private practice in Denver for almost fifteen years, which focused exclusively on estate planning and probate and trust administration. She also taught trusts and estates to paralegals. Before entering the legal field, Yvonne was active duty in the United States Air Force and is proud to be the fourth generation in her family to serve in the military.
Yvonne got her juris doctor from the University of Texas School of Law and is licensed to practice in Colorado. She now lives in Florida with her three children, and in her spare time practices yoga, travels, and cooks.
Wealth Counsel
Practice Success Coach
Fran-Marie is an Estate Planning Practice Coach at WealthCounsel. As a Practice Coach, Fran-Marie’s goal is to help new and transitioning attorneys enter the world of estate planning with confidence in both the substantive law and in their practice building skills. She does this by teaching workshops and webinars and coaching attorneys individually or in groups.
Fran-Marie has been practicing law in the area of estate planning and probate/trust administration since 2013. In 2017, she founded a law practice with two other attorneys and continued to help clients create and maintain their ideal estate plan and also to assist fiduciaries take on the heavy task of winding down their loved one’s affairs.
Fran-Marie graduated from the University of Michigan for both undergraduate and law school. She now resides in the Metro-Detroit area, where she enjoys yoga, reading, and spending time with her two busy children.
WealthCounsel, LLC
Director of Learning Operations
Tara Bachner is the Marketing Source Content Manager at WealthCounsel where she leverages her legal experience as a licensed attorney in the state of Michigan. Her legal journey began in East Lansing, where she practiced estate planning, probate and trust administration, business succession planning, and business planning.
She proudly served as a board member of the Greater Lansing Estate Planning Council, collaborating with attorneys, accountants, financial planners, and insurance agents to stay current on important estate planning developments.
Outside of the legal realm, Tara enjoys spending time with her husband, two children, dog, and cat. And when time allows, she indulges in her passion for Legos.
WealthCounsel LLC
Practice Success Coach
Jessica started her legal career working as a paralegal supporting firms in a variety of practice areas. She soon realized she had a passion for estate planning. Ultimately, she decided to go to law school at Barry University in Orlando, Florida. Upon graduating, Jessica established her own practice which focuses on elder law, estate planning, and probate and trust administration in Brevard County, Florida. She is licensed to practice in Florida.
Jessica is passionate about giving back to her community and utilizing her law degree to assist those in need. Jessica loves beach days, quality time with her husband and family, and her four pets.
WealthCounsel, LLC
Manager of Trusts & Estates Education, Senior T&E Faculty
Phoebe lives in Los Angeles with her husband, their young son, and their giant labradoodle. When she is not working, she enjoys reading, art projects, and hiking with her family.