|Chief Executive Officer|
As CEO of The WealthCounsel Companies, Brett Pinegar understands WealthCounsel exists to help each member grow profitable and sustainable practices. Brett has served as CEO for several companies, including Akopia, a software company acquired by Red Hat, and as a consultant to many more. He brings tremendous experience and leadership to WealthCounsel and understands our mission and collegial culture.
|Vice President, Finance|
As Vice President of Finance, Sue is responsible for the development of WealthCounsel’s financial management strategy as well as contributing to the development of the organization’s strategic goals. She brings over 23 years of experience in finance and technology, leading company operations and focusing on innovation and system integration. Sue also brings a strong appreciation for member experiences and understands the commitment that we have to help each member grow a successful practice. Receiving her BBA in Accounting from University of Wisconsin-Whitewater and her Associate degree from Madison Area Technical College (MATC) in programming, Sue is both a Certified Public Accountant (CPA) and a Certified Information Systems Auditor (CISA).
|Vice President, Sales|
As Vice President of Sales for WealthCounsel and The Advisors Forum, John is charged with formulating and executing the sales growth strategy for both companies. John brings to WealthCounsel 20 years of sales leadership experience mostly concentrated in the areas of consulting and business process outsourcing. Prior to joining WealthCounsel, John headed the sales efforts for Automatic Data Processing’s Small Business Division in the Southeast. John holds a Bachelor of Science degree in Business Management from California State University, Chico.
Matthew T. McClintock, J.D.
|Vice President, Education and Supplemental Legal Content|
Matt McClintock joined the team at WealthCounsel in July 2006 and currently serves as Vice President of Education. His personal mission - and the mission of the WealthCounsel education team - is to help attorneys be better attorneys by growing in knowledge and understanding, help them serve clients better by implementing more complete planning strategies, and enjoy their practices more through improved processes, happy and consistent client relationships, and strong relationships with collaborative advisors. Matt received his JD in 2000 from the University of Oklahoma Law School.
|Vice President, Marketing|
Jerry brings over 25 years of advertising and marketing experience to his leadership role at WealthCounsel. Throughout his prior career in the advertising agency world, Jerry developed successful, lasting partnerships with notable client companies such as Microsoft, Starbucks, Boeing, AT&T Wireless, Nissan, The Home Depot, Shell Oil and many other recognizable brand names. His innovative branding and communications planning strategies have resulted in industry awards and media recognition. A former copywriter, Jerry’s passion lies in bringing the most creative, innovative solutions to all marketing challenges. Jerry has a B.S. in Journalism from the University of Colorado Boulder.
Jackie Wertheimer, J.D.
|Vice President, Legal Content|
Jackie Wertheimer brings almost 25 years of experience in the legal information industry to her role of VP of Legal Content at WealthCounsel. In order to ensure that members have the content and the tools they need to be successful, Jackie takes a customer-centric approach to assessing priorities for documents, contextual guidance and workflow solutions. Jackie received a BA and MA from Queens College of the City University of New York and a JD from New York University School of Law.
|Education Operations Director|
As the Education Operations Director, Emma oversees the delivery of all education on behalf of the WealthCounsel Companies. Before joining WealthCounsel in 2009, Emma worked for a Corporate Coach and Professor, delivering education to Business Management Students and assisting with leadership development recommendations for Executives seeking coaching. Emma also worked as a Flight Attendant and Purser for American Airlines, where she developed her Leadership and Customer Service skills. She obtained her M.S. in Management at the University of Central Florida, and completed her undergraduate degree at Furman University.
|Director of Human Resources|
As the Director of Human Resources, Jenny ensures effective delivery of HR programs in support of business objectives. 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.
Tom French has overall responsibility for the direction and delivery of our WealthDocx, BusinessDocx, and GunDocx offerings. Tom has more than 15 years of experience in a variety of disciplines within the technology sector and has held senior positions in Software Development and Bio Technology. He received a B.A. in International Business and Management from Eckerd College and holds elected office as a City Council Member in his community near Seattle.
|Director of Member Services|
As Director of Member Services, Katelyn is responsible for ensuring that each WealthCounsel and Advisors Forum member enjoys an elite member experience. Katelyn's mission is to arm each member with the tools, resources and knowledge to grow profitable and sustainable practices. Prior to joining WealthCounsel in 2013, Katelyn worked in customer service, operational and marketing focused roles throughout the financial services and accounting community. She obtained her B.S. degree in Business Administration - Marketing at the University of Central Florida.
|Director of IT and 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.
Wendy Witt, Esq.
|Advisors Forum Director|
As Director of Advisors Forum, Wendy Witt's mission is to empower members to create and grow their ideal law businesses. She has a true passion for legal marketing mentoring. And, as a practicing estate planning attorney and member of Wealth Counsel herself, she’s spent the last 15 years identifying and implementing legal marketing best practices.