WealthCounsel, LLC
VP, Strategic Partnerships
Yvonne is an experienced trusts and estates attorney, a passionate coach and educator, and the current Vice President of Strategic Partnerships at WealthCounsel. In this role, Yvonne builds and stewards relationships across the industry while keeping a close eye on the market for emerging opportunities, trends, and risks.
Previously, Yvonne served as the Vice President of Learning, Practice Success, and Legal Marketing Solutions at WealthCounsel for more than eight years, overseeing all substantive legal education and practice-building coaching and programming. Before joining WealthCounsel, Yvonne had her own private law practice in Denver, Colorado, for nearly 15 years, focusing exclusively on estate planning and postdeath administration.
Prior to her legal career, Yvonne served in the United States Air Force and is a proud fourth-generation military veteran. She earned her law degree from the University of Texas School of Law and is licensed to practice in Colorado. Yvonne now lives in central Florida with her three children.
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
Executive Director, Learning
Jessica Spenik is the Executive Director of Learning at WealthCounsel, where she leads the development of practical, engaging education programs that help attorneys strengthen their knowledge, elevate their practices, and serve their clients with greater confidence. Drawing on her experience as both a practicing attorney and former WealthCounsel Practice Success Coach, Jessica brings a uniquely practical perspective to attorney education, connecting substantive legal concepts with the real-world challenges of building and managing a successful law firm.
Jessica began her legal career as a paralegal supporting firms across multiple practice areas. That front-line experience shaped her process-driven approach and sparked a lasting passion for estate planning. She earned her law degree from Barry University in Orlando and later founded her own firm in Brevard County, Florida. Her practice focuses on estate planning, elder law, special needs planning, and probate and trust administration. Jessica is licensed to practice law in Florida.
Outside of work, Jessica enjoys giving back to her community, spending time at the beach with her husband and family, and keeping up with her lively household of 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 and Estates Education, Senior Trusts and Estates 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.