Full Name
Lissa Bealke-Moore
Job Title
Product Implementation Manager
Company
WealthCounsel, LLC
Speaker Bio


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.

Lissa Bealke-Moore
Full Name
Don Williams
Job Title
Manager of Software Support
Company
WealthCounsel, LLC
Speaker Bio

Don is the Manager of Software Support for WealthCounsel. He supervises and makes sure the Software Support Team has all the resources they need to provide outstanding support for members on all aspects of using WealthCounsel’s drafting solutions. Besides supporting and using WealthCounsel software for many years, he has taught the Drafting Foundations Part 1 (formerly called Wealth Docx Orientation Training Series) for most of his tenure with WealthCounsel.

Prior to joining WealthCounsel in 2006, he worked for over a decade in software support, computer hardware support, and software training for various companies. Don has a bachelor’s degree in math and psychology as well as post graduate degrees in religion, psychology, and divinity. Don likes to use his positive outlook and patient attitude to help WealthCounsel software users however he can.

Don Williams