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.
Estate Plan, Inc.
Of Counsel
Randy Gardner earned his BA degree, cum laude, from Harvard University; his JD and MBA degrees from the University of Kansas; and his Master of Laws in Taxation from the University of Missouri - Kansas City. He is also a graduate of Georgia State University's Master Teacher Program. Since 1983, Randy has served as an estate planning attorney for thousands of individuals and their advisers. He was formerly a tax and wealth management adviser with Arthur Young (now Ernst & Young LLP).
Randy is also a Professor of Tax and Financial Planning, Director of the Certificate in Financial Planning Program at the University of Missouri - Kansas City, and nationally-recognized continuing education discussion leader for CPAs, attorneys, and financial planners. He is coauthor of the books, 101 Tax Saving Ideas, Tools and Techniques of Income Tax Planning, and WealthCounsel Estate Planning Strategies. He was recognized as Educator of the Year by the Missouri Society of CPAs.
Randy serves on the Editorial Boards of The Journal of Financial Planning and National Underwriter's Tax Facts, is a former member of the Council on Examinations of the Certified Financial Planner Board of Standards, and is a member of the AICPA and the Missouri Society of CPAs. He has written scores of articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies, and Tax Adviser.
WealthCounsel, LLC
Practice Success Mentor
Temi Siyanbade is a WealthCounsel Practice Success Mentor. She has coached innovative entrepreneurs and forward-thinking legal professionals working towards establishing their businesses, protecting their names, and keeping their profits. Temi draws from her experience as the principal attorney of her boutique Houston-based law firm and host of the ASK TEMI LIVE! show to provide insights for strategically positioning law firms for long-term success and meaningful impact. She provides professional guidance and mentorship through content creation, coaching, and speaking engagements on marketing strategy, business development, leadership, and business law.
When she’s not “geeking out” on the latest legal technology or reading up on marketing techniques, Temi can be found listening to her favorite NPR tiny desk concerts and enjoying the company of family and friends.
WealthCounsel, LLC
Director and Editor in Chief, Business Law
WealthCounsel, LLC
General Counsel