2024 KrauseReport V1 WEB Flipboook Preview - Flipbook - Page 7
Executive Leadership
Dale M. Krause, J.D., LL.M.
President and CEO
Dale founded Krause Financial over 30 years ago and currently acts as our President
and CEO. Originally an estate planning attorney, Dale developed the 昀椀rst short-term
Medicaid Compliant Annuity and spent his time training and advising attorneys on
incorporating this product into their practice. Today, Dale uses his vast experience to
mentor the team and provide legal education for elder law professionals nationwide.
Dale earned his Juris Doctor from WMU-Cooley Law School and his Master of Laws in
Taxation from DePaul College of Law.
Thomas Krause, J.D.
Vice President of Sales and Marketing
As Vice President, Tom plays a primary role in the growth, development, and strategic
vision of our company. As a co-creator of the Medicaid Compliant Annuity, his industry
knowledge runs deep. Tom uses his expertise to monitor and expand company offerings,
pursue business development opportunities, and strengthen relationships with our
partners and clients. Tom has a bachelor’s degree in Economics, and he earned his Juris
Doctor from California Western School of Law.
Scott Engstrom, J.D.
Corporate Counsel and COO
As Chief Operating Of昀椀cer, Scott works closely with the executive team, department
leaders, and other team members to maintain smooth company operations. As Corporate
Counsel, he conducts legal research, drafts agreements, and resolves issues relating
to litigation, risk management, and compliance. In both roles, Scott aims to facilitate
effective and clear communication and help the team perform at its highest possible
level. Scott has a bachelor’s degree in Political Science, and he earned his Juris Doctor
from Penn State Law.
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CHAPTER 01 | About Krause Financial