The WealthCounsel Companies (WealthCounsel, The Advisors Forum) - Evergreen, CO since Apr 2013
Vice President, Education & Supplemental Legal Content
The WealthCounsel Companies (WealthCounsel, The Advisors Forum) - Evergreen, CO Sep 2008 - Apr 2013
Chief Executive Officer
WealthCounsel, LLC Jul 2006 - Sep 2008
Director, Continuous Improvement
Dimick Green Brown & Stark, P.C. Jun 2003 - Jul 2006
Attorney
Jerry D. Balentine, P.C. & Associates Nov 1999 - Jun 2002
Attorney
Education:
University of Oklahoma College of Law 1997 - 2000
JD
University of Central Oklahoma 1991 - 1994
BA, Political Science
SolutionsIQ - Scrum PO
Skills:
Estate Planning Trusts Asset Protection Estate Administration Estate Tax Planning Wills Llc Powers of Attorney Tax Law Gift Tax Wealth Estate Law Elder Law Business Formation Corporate Law Succession Planning Guardianship Business Planning Tax High Net Worth Individuals Conservatorships Special Needs Trusts Legal Education Special Education Revocable Trusts Charitable Trusts Public Speaking Trust Protectors Blockchain Bitcoin Ethereum Litecoin