Roberta Trudeau Epifanio started her career as an Administrative Assistant to a Family Office in New York City in 1974. The Family Office focused on helping high net worth clients with their investments and coordinating with their accounting and legal experts.
Roberta moved to Portland, Oregon in 1984 where she served as Director of Client Services and Marketing for two SEC registered investment advisory firms. In 1997 she became a partner in a new company, WealthCounsel, LLC and, as the first and only employee, performed all jobs necessary to get the company started including raising the initial start-up funds of $3,500,000 and monthly subscriptions totaling $505,000 in it’s first year of operation.
The company was sold in in 2021 for $225,000,000. WealthCounsel, LLC provided Cloud based documents, document assembly, marketing, CLE and other support to attorneys practicing in the areas of estate and business planning for high net worth individuals.