Tara Bachner, JD
Tara Bachner, JD
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.



Lissa Bealke-Moore
Lissa Bealke-Moore
WealthCounsel, LLC
Product Implementation Manager


Lissa is the Product Implementation Manager for WealthCounsel. She helps members with questions and feedback about WealthCounsel documents, and provides training, support, and guidance for all WealthCounsel drafting products.

Prior to joining WealthCounsel, Lissa was a litigation paralegal for 20 years in Orlando, Florida and was an affiliate member of the Orange County Bar Association (OCBA). She served as president of the OCBA Paralegal Section in 2010, which was the first paralegal section formed in Florida. In addition to actively participating in the OCBA, Lissa served on the Law Week Committee for many years, was a co-recipient of the American Bar Association’s 2005 Outstanding Law Day Activity and served on The Florida Bar's Fifth District Florida Registered Paralegal Committee in the Unlicensed Practice of Law Department.

Lissa lives in Florida and outside of work, she enjoys reading, bike riding and boating with her husband.



Yvonne Eckert
Yvonne Eckert
WealthCounsel LLC
VP, Learning, Practice Success, & Legal Marketing
Yvonne is Vice President of Learning and Practice Success 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 (in groups and individually) on practice-building topics.

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.


Fran-Marie Silveri
Fran-Marie Silveri
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.



Jessica Spenik
Jessica Spenik
WealthCounsel LLC
Practice Success Coach
Jessica Spenik, JD, is a Practice Success Mentor 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 four pets.


Phoebe Stone
Phoebe Stone
WealthCounsel, LLC
Manager of Trusts & Estates Education, Senior T&E Faculty
Attorney Phoebe A. Stone, JD, MA (Bioethics) 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 several 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 in New York City, and her MA in Bioethics from New York University.

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.