Leadership

Henna is the Chief Executive Officer of WealthCounsel, LLC, a leading provider of estate planning and business law automated document drafting software, continuing legal education, and collaborative community for legal professionals and advisors. Henna provides the vision and strategy behind WealthCounsel’s steadfast focus on the success of its attorney members. She draws from her deep experience in estate planning and her many years in private practice.

Prior to joining the WealthCounsel team, Henna worked for several prominent law firms on both the east and west coasts, and she had her own successful boutique estate planning practice. She focused primarily on complex planning for high net-worth families and individuals. When leading WealthCounsel’s Editorial Team, Henna developed WealthCounsel’s latest product, Wealth Tracx™, a comprehensive solution for trust administration.

Henna received her AB in Political Science from the University of Michigan. She received her JD from the Indiana University Maurer School of Law and her LLM in Taxation from New York University School of Law.

Jenni is the Chief Operating Officer at WealthCounsel and an estate planning attorney. In her role, Jenni works with leaders across the company to ensure efficient internal operations. Prior to becoming COO, Jenni was the Vice President of Software Solutions and Editor in Chief where she was responsible for product strategy decisions and the drafting content of WealthCounsel’s software solutions.

Prior to 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 Chief Products Officer, Brian works with the development and content teams to ensure WealthCounsel’s software products contain the latest documents and technology. Brian served as the Chief Products Officer at WealthCounsel’s sister company, ElderCounsel, where his primary role was the development and maintenance of Elder Docx, ElderCounsel’s elder law document drafting system.

Prior to joining ElderCounsel, Brian was the Director of Technology for WealthCounsel. Brian practiced estate planning law in California for several years before joining WealthCounsel. He has a keen interest in document automation development and helping members make the most of the software.

Brian attended Golden Gate University School of Law in San Francisco, California, where he served as a Law Review associate editor. Brian currently resides in Wisconsin.

Sun Dwivedi is the Vice President of Engineering 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.

Mark is Vice President of Finance at WealthCounsel, and his responsibilities include overseeing the management of company assets, financial reporting, and budgeting.

Mark began his career working for Ernst & Young in San Jose, CA, and has since been working for both small and large companies in various industries in the Salt Lake City area. Mark joined WealthCounsel in November 2016.

Mark received both his BS and MS in Accounting from Brigham Young University. He earned his CPA license in 2003 and is currently a member of the UACPA.

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.

Yvonne is an experienced trusts and estates attorney and the Vice President of Learning and Practice Success at WealthCounsel. She oversees all substantive legal education programing as well as initiatives aimed at helping attorneys at any stage of their career build, grow, and transition their law business. Yvonne regularly teaches workshops and webinars for new and transitioning attorneys on foundational legal concepts and practice building topics. She also provides individual and group coaching. Prior to joining WealthCounsel, Yvonne had a private practice in Denver, Colorado for almost 15 years, focusing exclusively on estate planning, probate, and trust administration and she taught trusts and estates to paralegals in her spare time. Before entering the legal field, Yvonne served in the United States Air Force and is proud to be the fourth generation in her family to serve in the military. Yvonne got her JD from the University of Texas School of Law and is licensed to practice in Colorado. She now lives in Florida with her three children.

Mike has more than 20 years of experience working with legal professionals as his clients and customers. In his role, he leads a talented team of marketing professionals who work to help inform attorneys and their colleagues about the benefits of being WealthCounsel members.

He has a passion for marketing, strategic planning, content creation, website optimization, SEO, SEM, client service, and creating effective communications.

Based on his experience, Mike believes marketing is more than getting a message in front of people. It is also about improving the customer journey, fulfilling the needs of individuals and organizations, and providing them with tangible value to become more profitable.
Mike lives in Holly Springs, North Carolina with his wife, daughter, and son.

As the VP, Member Experience, 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. She has spent time working with a wide variety of members, such as members who are just starting out, as well as more seasoned members sharing their knowledge and expertise at one of our annual Symposiums.

Emma earned her undergraduate degree at Furman University and then spent a few years traveling internationally as an American Airlines International Flight Attendant & Purser, based in New York City. She then returned to school to study Business & Change Management, earned her Master of Science in Management, and worked as a Leadership & Development Specialist.

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 Arlington, Virginia with her husband, 2 daughters, and 2 very furry cats.

Lesley is the VP of People & Culture. She leads all Human Resource projects and continually works to ensure our OneTeam exemplifies the company values. Lesley joined WealthCounsel’s sister company, ElderCounsel, in May 2017. Prior to joining ElderCounsel, she worked in wholesale sales and event planning in New York City for seven years.

Lesley now lives in the Hudson Valley region of New York with her husband and dog. 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.

As VP of Products, Cheryl defines the product strategy and roadmap for WealthCounsel’s software product portfolio and oversees product prioritization and development. Her focus is ensuring that WealthCounsel delivers high-quality, meaningful products that contribute to the overall success of WealthCounsel’s member firms.

Since joining WealthCounsel in 2017, Cheryl has been directly involved with translating the needs of WealthCounsel members into actionable development requirements for numerous member website features for drafting, community, and education. She has also driven the design and development of large projects such as Wealth Tracx, WealthCounsel’s content development tools, integrations, and the next version of document drafting. Cheryl has over 25 years of experience defining software requirements and coordinating across teams to launch, maintain, and enhance products that meet users’ needs.

Cheryl earned a BS in Business Operations from DeVry University and an MBA from Arizona State University. She currently lives in Salt Lake City, Utah, 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.

Vince has over 30 years of experience in sales and customer success leadership. As VP of Renewals, he leads WealthCounsel’s renewals team, which is focused on ensuring that each member firm has the right membership to fit its needs. Vince joined WealthCounsel’s sister company, ElderCounsel, in July 2021. He believes in building teams driven by a philosophy of transparency that strive to best serve customers by embracing a growth mindset.

As a true sales leader, Karl brings to the table over 30 years of sales experience. Karl has served as Vice President of Sales at AtTask\Workfront, Ingenix, (United Health Group) and is currently the VP, Sales at WealthCounsel, LLC.

As a leader in the sales profession, Karl understands the importance of excellence. Throughout his career, Karl and the teams he's led have consistently exceeded sales targets while producing impressive growth of the business.

Karl received his Bachelor of Science (BS) degree in Business Management from Brigham Young University.