Management Team

 

Matthew T. McClintock, J.D.

Executive Director

As Executive Director for WealthCounsel, LLC, Matt works with Jonathan Mintz to develop strategies to achieve the company’s goals and objectives, formulates corporate policies and procedures, and directs the operations of the various departments. Matt also oversees editorial development of WealthDocx, WealthCounsel's industry-leading document assembly software. He provides in-depth legal support to member attorneys concerning estate planning issues and coordinates collaborative projects by member attorneys. Matt serves as teaching faculty for WealthCounsel's multi-day EP100 and EP101 courses, and provides input and oversight to the continuous improvement process, helping to ensure excellence and consistency in all of WealthCounsel's products and services. Matt is admitted to practice law before the Oklahoma and United States Supreme Courts.
 

Jonathan A. Mintz, J.D.

Executive Director

As Executive Director for WealthCounsel, LLC, Jonathan works with Matt McClintock to develop strategies to achieve the company’s goals and objectives, formulates corporate policies and procedures, and directs the operations of the various departments. Jonathan is also the Executive Director of The Advisors Forum, LLC, an interdisciplinary membership organization that provides a proven marketing system for wealth planning professionals – including estate planning attorneys -- to generate consistent business. Jonathan frequently speaks to lawyers, accountants, and insurance and financial professionals, often in the area of effective collaboration among the various disciplines of wealth planning professionals. He has also published articles in numerous publications including Estate Planning, the AICPA’s The Tax Adviser, and The Journal of Financial Service Professionals.

Open

Education Directors

This position is open.

Thomas J. Ahrens

Director of Sales

Founder, Legal Directives, LLC 2007- present
Founder, Ahrens Law Firm, P.C. 1997- 2009
Juris Doctor Degree from the Dickinson School of Law of The Pennsylvania State University.
B.S. Degree from Liberty University

 

Matthew Croft

Operations Coordinator

Matt currently is the Operations Coordinator for WealthCounsel and The Advisors Forum. He coordinates all aspects of the daily operations for both companies with a focus on long-term strategic planning. Matt began his professional career with the law firm of Brislawn Lofton, PLLC, before joining WealthCounsel in 2001. After undergraduate studies at the University of Washington, Matt received a Bachelor of Arts degree in Law and Justice from Central Washington University and an Executive MBA from the University of Washington. He is a Microsoft Certified Professional specializing in MS Windows, MS Office, networking and web development as well as an A+ certified hardware technician.

 

Jenny Ellingson

Director of Project Management & Employee Relations

As Project Manager, Jenny is responsible for overseeing and integrating major initiatives that cross over multiple departments in WealthCounsel. As the Director of Employee Relations, she is charged with the development, training, and morale/welfare of all WealthCounsel employees. Prior to joining WealthCounsel in October 2007, Jenny served as a Captain in the United States Air Force. She worked as a Program Manager in Space Command and instructed Reserve Officer Training Corps (ROTC) classes at the University of Central Florida. Jenny received her M.S. in Management from the University of Central Florida, and her B.S. in Human Resources Management at the University of Idaho.

Marlene Hoover Frith, A.P.R.

Director of Marketing & Communications

Marlene directs WealthCounsel’s marketing, communications and public relations initiatives. She brings more than 15 years of progressive experience in a variety of industry settings, including high-tech, financial services, manufacturing, and government. Marlene began her career as a Congressional aide on Capitol Hill and continues to be active in legislative campaigns at the state and national levels. As a member of the Public Relations Society of America, Marlene earned the public relations credential (APR) in 2001 requiring longevity in practice and mastery in the PR field. She received her communications degree from Rollins College in Winter Park, Florida. Marlene currently sits on the board of directors of the Financial Planning Association of Central Florida in Orlando, and is also a member of the American Marketing Association.

Kristine Hynes

Director of Software Support

Kristine joined WealthCounsel in 2005. In the time she has been at WealthCounsel she has played a vital role in the efforts to develop and implement new and innovative ways of providing service to our members. Prior to joining WealthCounsel, Kristine was on the Technology Support management team for a Fortune 500 company. It is this experience which has enabled her to excel in her varied duties here at WealthCounsel. Kristine received her B.S. in Business Management from the University of Phoenix.

Blair Janis, J. D.

Director of Software & Technology

Blair recently succeeded former Director of Software & Technology Brian Albee, J.D., who remains with the WealthCounsel family of companies as the Director of Technology for ElderCounsel. Blair brings over 15 years of programming experience in various industries including higher education, telephony, aviation, government, and legal. Prior to joining WealthCounsel in May 2007, Blair was the Practice Applications Manager at Ballard, Spahr, Andrews & Ingersoll, where he developed and applied practice-specific technology for the firm's 450+ attorneys. Blair received his JD, cum laude, in April, 2001 from the J. Rueben Clark Law School at Brigham Young University where he is currently adjunct faculty teaching two legal-technology courses.

Roberta Trudeau Epifanio

Director of Member Services

Robbie has a background in sales & marketing but her passion has been serving and connecting allied planning professionals for her entire career. She leads our Member Services team in achieving our main objectives for WealthCounsel and the Advisors Forum to help every member become more successful. The Member Services Team is committed to making your practice more profitable and rewarding. We have an open phone/email policy so please feel free to contact your Practice Facilitator, Member Services Team member or Robbie whenever the need or a question arises.  We love hearing from our members!