WealthCounsel, LLC
VP, Learning and Practice Success
Yvonne is Vice President of Learning, Practice Success & Legal Marketing Solutions at WealthCounsel. In this role, she oversees substantive legal education programs as well as initiatives aimed at helping attorneys at any stage of their career build, grow, and transition their law business. Yvonne regularly teaches workshops and webinars for new and transitioning attorneys and coaches attorneys (both group and individual coaching) on practice building topics. Prior to joining WealthCounsel, Yvonne had her own private practice in Denver for almost 15 years, which focused exclusively on estate planning, 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 JD 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.
WealthCounsel LLC - Inactive
Practice Success Mentor
Joseph is a Practice Success Mentor at WealthCounsel. In this role, Joseph helps new and transitioning attorneys build, grow, and improve their law business. Joseph has been a Trusts and Estates attorney for 25 years.
Prior to joining WealthCounsel, Joseph’s career path took him from practicing in large law firms to owning and operating his own private practice in Rochester, NY, focusing exclusively on estate planning, probate and trust administration.
Additionally, Joseph and his wife started, owned and operated a medical facility for 13 years and he has served as estate planning client liaison for a financial planning firm. Joseph got his JD from the Syracuse University College of Law and is licensed to practice in New York.
He now lives in Rochester, NY with his family, and in his spare time he is remodeling his house.
WealthCounsel, LLC
Practice Success Mentor
Jessica is a Practice Success Coach at WealthCounsel. Jessica's primary role is assisting new and transitioning attorneys build, grow, and improve their law practices.
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 three cats, and two dogs.
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
Manager of Trusts & Estates Education, Senior T&E Faculty
Phoebe is Manager of Trusts & Estates Education and Senior T&E Faculty at WealthCounsel, where she is responsible for the development and delivery of legal education curriculum and resources. Phoebe is admitted to the state bars of New York and California and, prior to joining WealthCounsel, practiced for a number of years in each jurisdiction – primarily as a litigator in New York and exclusively as an estate planner in California. Phoebe also has a Master’s Degree in Bioethics and has taught and published in the field of legal-medical ethics and policy as well. She received her JD from Fordham Law School and her MA in Bioethics from NYU.
Phoebe lives in Los Angeles with her husband, their young son, and their giant labradoodle.
WealthCounsel, LLC
Product Implementation Manager
Lissa Bealke-Moore is the Product Implementation Manager at WealthCounsel, LLC, where she delivers training, support, and strategic guidance for the company's drafting systems and resources. Since joining WealthCounsel in 2016, she has become a key partner to members navigating and adopting WealthCounsel's technology and tools.
Before transitioning into legal technology, Lissa built an 18+ year career as a litigation paralegal and was an active affiliate member of the Orange County Bar Association (OCBA) since 1998. She earned her legal degree through UCF and Valencia and has long been engaged in advancing the paralegal profession. She co-founded the OCBA Paralegal Committee in 2004, served as its president in 2005, and later led the Paralegal Section of the OCBA in 2010.
Her professional contributions also include years of service on the Law Week Committee, where she was a co-recipient of the American Bar Association's 2005 Outstanding Law Day Activity Award, as well as serving on The Florida Bar's Fifth District Florida Registered Paralegal Committee in the Unlicensed Practice of Law Department.