Leadership

Valerie joined WealthCounsel as CEO in January 2026. Valerie is a lawyer and experienced CEO with over 15 years of experience leading companies that support lawyers. Valerie served as CEO of ElderCounsel from 2010 to 2022, and joined Atticus, Inc. as CEO in May of 2023, where she served until January 2026.

Valerie practiced law in Manhattan, KS, and later in Miami and Fort Lauderdale, where she was the owner of Peterson Law Office, P.A., and later Fisher & Peterson, P.C., a firm specializing in elder law and estate planning.
Valerie sold her practice to join ElderCounsel in 2008. Valerie previously served as an adjunct professor for Stetson Law School, where she taught the Veterans’ Benefits course to Elder Law LL.M. students for over 10 years.

Valerie lives in Evergreen, CO, where she enjoys all that mountain living provides, along with a very spoiled cat, Maisey.

Jenni is the Chief Content Officer at WealthCounsel and an estate planning attorney. In her role, Jenni leads teams responsible for drafting the content for WealthCounsel’s software solutions, attorney curriculum development, and legal marketing solutions. Prior to this role, Jenni served as Chief Operating Officer, working with leaders across the company to ensure efficient internal operations.

Before joining WealthCounsel, Jenni worked in small firms in and around Salt Lake City for almost a decade, focusing on estate planning, trust administration, and probate, with an emphasis on gift and estate tax issues for high-net-worth clients. While searching for a drafting solution, Jenni discovered WealthCounsel and joined the team as an associate editor in 2019. She began her legal career as a law clerk and bailiff for a state trial court judge in Provo, Utah, and then spent a year as a deputy prosecutor in Payette County, Idaho, before switching to private practice.

Jenni obtained her law degree from the J. Reuben Clark Law School at Brigham Young University and is licensed in Utah. She lives in southern Utah with her husband and three children.

As the Chief Experience Officer, Emma works to enhance the member experience through personalized onboarding, expert training and support, local and topical forum and community opportunities, and member-centric events. Starting with WealthCounsel in 2009, Emma has gained understanding and an appreciation for the member journey through her many roles, from Forum Liaison to Director of Community & Events to VP of Member Experience. She has spent time working with a wide variety of members, from those just starting out to more seasoned members sharing their knowledge and expertise at the annual Symposium.

Emma earned her undergraduate degree at Furman University and then spent a few years traveling internationally as an American Airlines International Flight Attendant & Purser. In 2004, she earned a Master of Science in Management at the University of Central Florida, in Business & Change Management, and then worked as a Leadership & Development Specialist prior to joining WealthCounsel.

Some of Emma’s accomplishments at WealthCounsel include recognition from her peers and leadership receiving the 2017 Summit Award, 2019 Online Community Recognition, and 2020 Excellence in Collaboration Award.

Emma lives in Cocoa Beach, Florida with her husband, 2 daughters, and 2 very furry cats.

As the Chief Financial Officer at WealthCounsel, Brian oversees the management of company assets, financial reporting, and budgeting. In addition, Brian tracks key performance indicators and user and annual committed monthly revenue movement.

Brian began his career working for Hill, Barth & King certified public accountants (CPAs) in Youngstown, Ohio, and has worked in the legal software industry since 2019.

Brian received his BS in accounting from Youngstown State University and earned his CPA license in 2013.

As the Chief Growth Officer, Vince leads the marketing, renewals, sales, and strategic partnership teams, guiding them to grow WealthCounsel’s membership base and ensure that each member firm receives the right membership to fit its needs. He has over 30 years of experience in sales and customer success leadership. Vince joined WealthCounsel’s sister company, ElderCounsel, in July 2021. He believes in building teams driven by a philosophy of transparency that strive to serve customers best by embracing a growth mindset.

Lesley is the Chief Operating Officer at WealthCounsel. She collaborates with leaders across the company to ensure the right resources, systems, structures, and environment are in place to help the WealthCounsel OneTeam perform at its best. Previously, Lesley served as VP of People & Culture, leading all Human Resources projects. Lesley joined WealthCounsel’s sister company, ElderCounsel, in May 2017 and held several critical roles, including Director of Business Operations. Before joining ElderCounsel, she spent seven years in wholesale sales and event planning in New York City.

Lesley now lives in New York’s Hudson Valley region with her husband and daughter. She graduated from the University of South Carolina with a degree in Business Administration, with a concentration in Marketing. In her spare time, she enjoys discovering new restaurants, golfing, skiing, traveling, and cooking.

Sun Dwivedi is the Chief Technology Officer at WealthCounsel, LLC. She is a seasoned leader with over 18 years of experience in software development and data science. Sun excels at implementing Agile methodologies and driving innovation through data-driven solutions. She has a proven track record of leading teams, delivering cutting-edge software, and creating impactful results across various industries. Her strong technical background is complemented by her strategic leadership in software engineering and data science.

Sun graduated with a bachelor of technology in electronics and communications from M.J.P. Rohilkhand University.

Kristine Hynes is the Vice President of IT and Internal Business Systems at WealthCounsel. With over 15 years of experience in technical team leadership, strategy and process management, Kristine is responsible for leading WealthCounsel's internal technical operations. She joined WealthCounsel in 2005 and during her tenure she has taken on key roles in software support, member services and management.

Prior to joining WealthCounsel, Kristine was on the Technology Support management team for a Fortune 500 company.

Kristine received her B.S. in Business Management from the University of Phoenix.

Mona O'Connor serves as the Vice President of Legal Content at WealthCounsel, and leads our editorial, content development, product implementation, and content support teams. Together, these teams work to provide and update content for our practice platforms, including Wealth Docx®, Elder Docx®, Business Docx®, Wealth Tracx®, and Gun Docx®. Mona combines her deep legal expertise with a passion for leveraging technology to solve everyday pain points for estate planning and business law attorneys. A licensed attorney and Certified Public Accountant, Mona combines deep technical precision with practical insights from her active law practice, focusing her client work on comprehensive estate planning and trust administration.

Before stepping into her executive role at WealthCounsel in August 2026, Mona spent nearly two decades as a partner at O'Connor Law Offices, LLC. In addition, she has an extensive background in finance and wealth management, serving as a Director in the Private Wealth Management Group at Deutsche Bank, Vice President at LaSalle Bank in the Private Wealth Management Group, and Manager in both the audit and tax groups at a "Big Four" accounting firm.

A long-time champion of the WealthCounsel member community, Mona brings extensive organizational insight to her role, having previously served as secretary, forum leader and documents committee member for WealthCounsel’s Illinois Forum. In recognition of her contributions to the network, she was honored with the 2021 WealthCounsel Leadership Award.

Mona earned her Bachelor of Science in Accounting and Finance from the University of Evansville and her Juris Doctor from DePaul University College of Law. She is a licensed attorney, Certified Public Accountant, and a member of the Chicago Bar Association, the Illinois State Bar Association, and WealthCounsel.

As the Vice President of Marketing, CarrieAnna leads a skilled team of marketing professionals dedicated to connecting attorneys with the benefits of WealthCounsel membership and raising public awareness about the importance of estate planning. Since joining WealthCounsel in 2015, she has guided multiple high-impact initiatives and cross-functional teams, bringing deep expertise in digital marketing, creative strategy, communications, and event execution.

With over 17 years of experience—including more than a decade in the legal industry—CarrieAnna combines strategic vision with a results-driven mindset to advance WealthCounsel’s brand, support member engagement, and achieve sustained growth.

CarrieAnna holds a Bachelor of Science degree in International Business and Marketing from Regis University. She resides in Denver, Colorado, with her husband and two children.

Mindie is the Vice President, PMO (Project Management Office) at WealthCounsel LLC. She ensures strategic projects and programs are running smoothly and that all projects adhere to established schedules, specifications, and budgets. She also identifies, tracks, and analyzes metrics to measure organizational effectiveness.

Mindie has 20 years of experience in developing and delivering software applications. She brings clarity to projects, infuses energy, and finds a way to get things done efficiently. Before joining WealthCounsel in 2013, Mindie spent eleven years as a lead developer and program manager for a large publishing and media organization.

Mindie received her BS degree in Business Information Systems with an E-Commerce emphasis from Utah State. She and her husband reside in Payson, Utah.

Yvonne is an experienced trusts and estates attorney, a passionate coach and educator, and the current Vice President of Strategic Partnerships at WealthCounsel. In this role, Yvonne builds and stewards relationships across the industry while keeping a close eye on the market for emerging opportunities, trends, and risks.

Previously, Yvonne served as the Vice President of Learning & Practice Success at WealthCounsel for more than eight years, overseeing all substantive legal education and practice-building coaching and programming. Before joining WealthCounsel, Yvonne had her own private law practice in Denver, Colorado, for nearly 15 years, focusing exclusively on estate planning and post death administration.

Prior to her legal career, Yvonne served in the United States Air Force and is a proud fourth-generation military veteran. She earned her juris doctor degree from the University of Texas School of Law and is licensed to practice in Colorado. Yvonne now lives in central Florida with her three children.