|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.
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|
|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.
|Director of Employee Relations|
As the Director of Employee Relations, Jenny 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.
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 & 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 Development & Technology|
Blair oversees the development of all WealthCounsel software applications as well as internal IT. Blair has over 20 years of programming and system development 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 is also adjunct faculty at the BYU Law School where he teaches courses in legal and practice technology. Blair received his JD, cum laude, in April, 2001 from the BYU Law School.
|General Manager: Advisors Forum|
A thirty-year investment advisory, financial services, and technology veteran, Kirk Loury has worked across the industry as a chief investment officer (alternative and traditional investment firms), strategic consultant, chief marketing officer (mutual funds and venture capital), and the founder of two financial technology companies. Having developed the Balance Sheet Methodology (BSM) as a cloud-based financial planning, investment, portfolio, rebalancing, trading/execution, and monitoring platform, Loury combined forces in a joint venture with WealthCounsel. (This joint venture bundles BSM, utilizing its “no compromises functionality”™ and “5-pillar integration”™ software platform, with the Advisors Forum’s business process tools and systems.) Arising from this venture, Loury also leads the Advisors Forum business unit as well as WealthCounsel's practice development/practice management strategies. Loury earned his B.S. in marketing from the University of Colorado, Boulder and his M.B.A. from the Harvard Business School.