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
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.
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
Estate Planning Practice Coach
As an Estate Planning Practice Coach at WealthCounsel, Fran-Marie Silveri is dedicated to helping new and transitioning attorneys build successful practices. Leveraging her experience in estate planning and administration since 2013, she provides training through workshops, webinars, and group and personalized coaching, ensuring attorneys are confident in both legal matters and practice development.
Fran-Marie co-founded a law practice in 2017, where she focused on creating and maintaining ideal estate plans for clients and representing fiduciaries in post-death administrative matters. Soon after launching her firm, she became a member of WealthCounsel, where she discovered invaluable resources that helped her expand and enhance her practice.
A graduate of the University of Michigan for both undergraduate and law school, Fran-Marie resides in the Metro-Detroit area with her two children.
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
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.