|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 Operations and Human Resources|
As the Vice President Operations and Human Resources, Jenny serves as an advisor to the CEO on strategic and operational matters, while ensuring 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.
Jason E. Havens, J.D., LL.M.
|Vice President, General Counsel, and Editor-in-Chief|
As Vice President, General Counsel, and Editor-in-Chief, Jason serves as the chief legal officer of The WealthCounsel Companies. He also oversees the development and continuous improvement of all editorial content published through its education and various software offerings. Jason is board certified in both states where he is admitted to practice law. He is also AV rated by Martindale-Hubbell. In addition to having published numerous articles, Jason has lectured at various educational programs, including the 37th Heckerling Institute on Estate Planning.
|Vice President of 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.
|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.
Laura is responsible for the accounting and finance organization for WealthCounsel and The Advisors Forum, including financial reporting, banking and accounting. Prior to joining WealthCounsel in 2009, Laura led accounting and finance operations at various public and private firms in California and Wisconsin. She was also a manager for KPMG in Silicon Valley where she provided financial, managerial and systems consulting to a wide variety of emerging and high-growth clients. Laura received her B.A. degree in Business Administration – Accounting, from the University of Washington, Seattle.
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 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 coaching. 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.