KRAUSE FINANCIAL - Key Persons
Job Titles:
- Senior Relationship Manager
Job Titles:
- Member of the Team
- Creative Specialist
- Independent Worker
As the Creative Specialist, Abby designs and edits a variety of creative works, including web pages, videos, digital marketing materials, emails, guides, mailers, and brochures. She works with printers for physical design projects and communicates with the rest of the Marketing team to ensure they have the designs they need to complete their projects. Although every day is different for Abby, she is consistently bringing the company's creative visions to life as well as attracting, informing, and educating clients through her designs.
Abby graduated from the University of Wisconsin-Stevens Point with a Bachelor of Fine Arts degree in Graphic Design, and she earned her MBA in Marketing through the University of Wisconsin-Parkside. Her previous jobs have prepared her to think critically and creatively to quickly solve problems, and she has had many opportunities to enhance her technical skills. Abby has experience multitasking with multiple projects and creating designs for a variety of platforms.
In addition to her technical design skills, Abby is an independent worker who drives herself to improve. She is always striving to learn, grow, and produce quality work for the company. Abby enjoys every opportunity to create designs that are both visually appealing and functional, especially when they are being used to help others. Although she is self-driven, she also appreciates knowing her work is valuable and helpful to both the company and our clients. Abby is known for working quickly and efficiently and always aiming to produce quality work and positive results for the company.
Outside of work, Abby enjoys painting, watching Asian TV shows, and spending time with her boyfriend and two cats, Rai and Loki.
Alex has been with our company since 2016. As the Sales Manager, his day-to-day tasks include corresponding with clients, processing applications and making any necessary revisions, and developing custom planning strategies and proposals for each case. Alex answers questions from attorneys and their clients regarding Medicaid Compliant Annuities with the intention of qualifying seniors for Medicaid and preserving their assets in the process.
Alex graduated from the University of Wisconsin-Green Bay with a bachelor's degree in Business Administration with an emphasis in Human Resources Management, and he earned his MBA from Columbia Southern University. Alex has prior experience working in fast-paced environments, which has prepared him to provide timely and efficient response to help our clients succeed. He is a licensed insurance agent (accident, health, and life).
In addition to adapting in a fast-paced environment, Alex brings excellent customer service, problem solving, time management, and communication skills to his role. He is passionate about assisting attorneys with their client's spend-down process and is driven by a desire to be reliable, honest, and efficient in everything he does. Alex is known for working hard and building strong relationships with his clients.
In his free time, Alex enjoys spending time with his wife and four boys. He also loves watching the Detroit Lions and singing, playing guitar, and recording music for his band.
Job Titles:
- Member of the Leadership Team
- Marketing and Communications Director
Amy joined the company in 2016 as a Benefits Planner. Eventually, she moved to the Marketing team and took on her current role as Marketing Director. Every day is different for Amy, and she often finds herself ending the day in a completely different way than she had expected. She acts as the point of contact between the executive team and the Marketing team and develops presentations, content, and marketing strategies. Her daily duties include managing the Marketing team staff, overseeing team projects, and coordinating with industry partners on collaborative projects. In addition to supporting the Marketing team and working to help each team member succeed, Amy's main priority is providing easy-to-understand educational content to help our clients better understand and succeed in the industry. In doing so, she communicates the company mission and vision to help them recognize how Krause can help.
Amy earned a Bachelor of Arts degree in History from the University of Wisconsin-Stevens Point where she also studied Political Science. She earned her Master of Business Administration with a concentration in Marketing from Concordia University Wisconsin. Prior to Krause, Amy worked as a paralegal at an elder law firm, which was her first introduction to the elder law space. She gained a holistic view of the industry beyond annuities and crisis planning and learned about the intricacies of the field, providing her a strong foundation for her jobs at Krause.
Amy has a knack for taking complex information and making it easy to digest, which has proven to be a necessary skill in developing educational materials for our clients. She is a good listener and a hard worker, and she always strives to ensure the Marketing team is working efficiently to achieve team and company goals. Amy is passionate about the elder law industry, and she takes pride in the content she develops for our attorney clients. She also appreciates the opportunity to discover what makes people tick and use that to reach them and provide a solution to their problem. Amy values integrity, knowledge, authenticity, and finding meaning in her work.
Amy lives in De Pere with her husband and two children. In her free time, she enjoys exercising, walking, spending time with her family, cooking, and reading.
As a Benefits Planner, Amy spends much of her day corresponding with attorneys, answering their questions, processing applications, and compiling planning letters. In doing so, she assists attorneys who are working with senior clients in the Medicaid planning process and provides meaningful insurance solutions to help seniors in crisis situations.
Amy has her bachelor's degree in Integrative Leadership Studies from the University of Wisconsin-Green Bay, her master's in Human Service Leadership from the University of Wisconsin-Oshkosh, and her Master of Business Administration from Columbia Southern University. She has prior experience determining Medicaid eligibility at the county level as well as assisting nursing home residents with Medicaid applications. With this experience, she has a strong understanding of the Medicaid application process and how it can benefit seniors who require long-term care.
Amy is dependable and responsible and is always driven by honesty and integrity in her job. She is also passionate about helping others achieve their financial goals, especially those who are facing a long-term care stay.
In her free time, Amy enjoys spending time with her husband and two children as well as their pets. In the summer, she likes to spend time outside, swimming, boating, fishing, and gardening. In the winter, she enjoys indoor activities, such as shopping, reading, and catching up on the latest Netflix shows.
Amy joined the team in December 2022 as a Sales Support Specialist before taking on the role of Benefits Planner. Amy spends much of her day corresponding with attorneys, answering their questions, processing applications, and compiling planning letters. In doing so, she assists attorneys who are working with clients in the long-term care planning process and provides meaningful insurance solutions to help seniors in crisis situations.
Amy earned her Bachelor of Arts in Philosophy and Master's in Library and Information Studies from the University of Wisconsin-Madison. She also has her Legal Studies Certificate from Northeastern Wisconsin Technical College. Prior to joining our team, Amy worked in the Medicare and retirement department at UnitedHealthcare, providing her with a solid understanding of how to help seniors with insurance needs as well as essential problem-solving experience.
Amy is detail-oriented and friendly. She is always seeking opportunities to help others, especially elderly individuals facing uncertainty as they age. Her compassion is what drives her in her current role, and she appreciates being able to assist the team and, ultimately, provide guidance and solutions for seniors in need.
Outside of work, Amy enjoys spending time with her husband, Justin, and two cats, Gillie and Peanut. She also likes to bake, read, and watch movies.
Job Titles:
- Administration Manager
- Member of the Team
Andrea has been with Krause since 2016, when she started as an Administrative Assistant. She eventually moved on to be the Sales and Event Coordinator before taking on her current role as the Administration Manager. Andrea oversees the day-to-day operations of the Administration department and assists in strategizing continuous efficiency through various processes, while also facilitating compliance associated with each sale. Every day is pretty fast-paced for Andrea, since she ensures that time-sensitive documentation is processed in the same day. She takes pride in the high-quality customer service our office provides to our clients and partners. Some of Andrea's duties include processing annuity applications and ensuring they meet Medicaid and insurance carrier standards, managing the Administration team, taking care of bank deposits, and auditing and invoicing commissions. She solves a variety of problems for both clients and teammates, including answering questions, expediting time-sensitive documents, requesting information, and training new Administration team members.
Andrea earned a Certificate of Psychological and Behavioral Studies from Northeast Wisconsin Technical College and a bachelor's degree in Business Management from Rasmussen College. Additionally, she has her master's degree in Business Administration and is working toward her Doctorate of Business Administration at Columbia Southern University. In her previous jobs in customer service and banking, Andrea has gained a strong understanding of compliance and confidentiality requirements as well as experience working in a fast-paced environment and facilitating various financial transactions. She has her insurance license.
Andrea is extremely detail-oriented, self-motivated, and is constantly looking for learning opportunities. A big professional accomplishment for Andrea was being promoted to a leadership position in less than four years of employment, which was very empowering and gratifying for her. She values a good work ethic, morals, and principled behavior and looks for ways to demonstrate those values in her position. Andrea is passionate about being able to assist clients as they help seniors and their loved ones save thousands of dollars in the most critical and emotional stage of their life.
In her free time, Andrea enjoys boating, shopping, and spending time with her family, friends, and daughter Paisley.
Job Titles:
- Member of the Team
- Digital Marketing Specialist
As the Digital Marketing Specialist, Andrew spends most of his time preparing email campaigns, planning out social media posts, creating digital ads, making website updates, and reviewing analytics reports. He analyzes data from past marketing campaigns and uses that information to improve future campaigns. Andrew plays a major role in promoting our educational content, which helps our clients to stay up to date with industry trends and grow their practice in the process. He also supports the Marketing team by reviewing public-facing materials and assisting with efficiency and communication whenever possible.
Andrew graduated from Marian University with a Bachelor of Business Administration in Marketing and minors in Communication and Information Technology. He has previous experience working in digital marketing, specifically with email and social media marketing. He helped launch a successful marketing program for a regional retailer, which improved his understanding of the technical and creative aspects of digital marketing campaigns. Andrew is able to use this knowledge and expertise in his current role to help improve the marketing efforts of our company.
Andrew's strong attention to detail, dedication, and intuition are just a few of the skills he brings to his job. He values honesty, open-mindedness, and humility in everything he does, and he appreciates being able to promote products and services that are designed to meet people's needs.
Although he has a familiar name, Andrew is of no relation to Dale or Tom, though he is excited to be a part of this Krause team. Outside of work, he enjoys hiking, biking, traveling, and spending time with his family and their Shih Tzu, Ruby. Andrew also likes playing the trumpet and listening to music.
Job Titles:
- Member of the Team
- Senior Web Developer
Job Titles:
- Member of the Team
- Digital Marketing Specialist, CRM Support
Job Titles:
- Member of the Team
- Digital Operations Director
Job Titles:
- Member of the Team
- Administrative Specialist
Job Titles:
- Director of Agent Relations
Dale Krause - CEO, Founder, President
Job Titles:
- CEO
- Founder
- Member of the Leadership Team
- President
Dale is the founder, president, and CEO of Krause Financial. Dale established his career as an estate planning and elder law attorney in Michigan in the 1980s. In his practice, he primarily focused on helping clients by way of a revocable living trust; however, he faced a recurring problem as these clients grew older and eventually required a nursing home stay. It was then that Dale immersed himself in the issues surrounding long-term care and how attorneys can help, even having purchased and operated a nursing home at one point.
Dale's unique experience gave him firsthand insight into the legal needs of seniors in crisis, and it pushed him to focus his practice on another key area: Medicaid planning. While it was still an emerging field at the time, Dale realized finding a solution to help clients qualify for benefits was the future of the industry. His answer was to use an annuity to eliminate excess countable assets and, in turn, accelerate Medicaid eligibility.
Dale partnered with insurance companies and brought this solution to attorneys on a national scale. As elder law professionals became intrigued by Dale's approach, he eventually left his private practice to devote his career to the design, development, and education of what he coined as the Medicaid Compliant Annuity. In doing so, he created the very first short-term annuity product used in the post-DRA Medicaid planning era. It is this annuity that became an industry phenomenon and distinguished Dale as the "Pioneer of Medicaid Compliant Annuities." From there, Dale's company grew into a staple resource that attorneys and their practices across the country can rely on.
Today, Dale is widely regarded as an instrumental figure in the elder law industry. He uses his vast legal education and experience to grow his business, empower attorneys as they incorporate this area of planning into their practice, and find creative solutions to help seniors pay for long-term care. He regularly speaks at legal and financial forums, presents on our national and state-specific webinar series, and contributes to the advancement of the elder law community in any way he can.
Dale earned his Bachelor of Science degree in Sociology and Political Science from the University of Wisconsin-Stevens Point in 1981; his Juris Doctor from WMU-Cooley Law School in Lansing, MI in 1985; and his Master of Laws in Taxation from DePaul College of Law in Chicago in 1990. He is a licensed insurance agent and a long-standing member of the National Academy of Elder Law Attorneys.
Dale played a major role in many of the legal challenges that established the framework in which the elder law industry operates today. He was the selling agent in the landmark Medicaid Compliant Annuity cases of Zahner (Pennsylvania), Weatherbee (Pennsylvania), and Veith (Ohio). He has also provided funding and legal expertise to several other annuity litigation cases, helping to protect the validity of the product and ensuring seniors can continue taking advantage of this revolutionary planning strategy.
Dale's work and experience have been recognized in major publications, including Senior Market Advisor, NAELA News, The Wall Street Journal, and Lawyers Weekly USA. More recently, he was quoted in Eleanor Laise's article, "Medicaid Annuities Help Protect Savings," featured in Kiplinger's Retirement Report's October 2017 edition. Several pieces of Dale's presentation materials have been included in the Pre-Retirement Financial Planning Topics course curriculum at the College for Financial Planning. Additionally, Dale co-authored "Fixing the Leak: Avoiding IRA Liquidation in Crisis Medicaid Planning," which was featured in the Spring 2020 edition of the NAELA Journal.
Dale has achieved some of the highest honors in the insurance industry, including "Top of the Table," the highest distinction with the Million Dollar Round Table - The Premier Association of Financial Professionals. Additionally, he received the Chairman's Leadership Award for outstanding performance and President's Club status, which is the highest ranking, from ELCO Mutual for the past several years. In June 2009, Dale was appointed to the Advisory Board for Senior Market Advisor, a national publication for financial professionals.
In his free time, Dale still likes to spend his energy focused on the elder law industry, including browsing the legal listservs and checking his emails. Outside of work, Dale enjoys traveling and spending time with his three children and three grandchildren.
Job Titles:
- National FET and Preneed Director
As Relationship Manager, David reaches out to new and prospective attorneys to learn about their practices and areas of expertise to find out if they could benefit from our products, services, and support. He then uses that information to help our team develop new strategies, offer proper education, and provide the right tools for attorneys to help their senior clients during a time of need.
Job Titles:
- Accounts Administrator
- Member of the Team
Denise has been a core part of the team since 2001, and she's done everything from sales and marketing to data entry, answering phones, and handling finances. In her current role as Accounts Administrator, Denise handles accounting for the company and serves as a go-between for employee benefits. She also works with clients to take care of death claims paperwork.
When it comes to time management, Denise understands the importance of completing her tasks as quickly and efficiently as possible. She is passionate about her role within the company and has been through her two decades on the team. She takes pride in her abilities to learn a lot on her own, including professional development and new processes that come up.
Outside of work, Denise enjoys relaxing, doing puzzles, cheering on the Green Bay Packers, and spending time with her daughter and grandsons.
Job Titles:
- Strategic Relations Director
Job Titles:
- Corporate Paralegal
- Member of the Team
- Corporate Paralegal / Marketing
Ellie has been a part of the team since 2018, when she started as an Administrative Specialist. She eventually became the Sales Assistant before taking on her role as Corporate Paralegal. Every day is pretty busy for Ellie. She assists our Corporate Counsel with filing, cases, and research; stays up to date on state-specific figures; and manages the day-to-day workload of our non-compliant annuity valuation service. Ellie also helps the Administration team with phone coverage, data entry, and application processing. In addition to her daily duties, Ellie helps find solutions for annuities that do not coincide with Medicaid guidelines and makes the process of selling these annuities as streamlined as possible. She is available to answer questions from teammates, including inquiries related to insurance charts, sales reports, and internal planning tools.
Ellie attended St. Norbert College where she earned a bachelor's degree in Biology. She also earned her certificate in Paralegal studies from the University of Wisconsin-Oshkosh. She has prior experience working in customer service, fast-paced roles, and solving and analyzing problems. This experience has prepared her to take on all of her roles with our company, especially when it comes to updating state figures and conducting legal research.
Ellie is always looking for opportunities to learn more and improve upon her skillset. She excels when it comes to organization, customer service, attention to detail, and efficiency in her work, and she values working together with the team to achieve success. Ellie is passionate about helping clients find solutions for their crisis Medicaid planning cases and helping to clear up any confusion that arises along the way. Her family values drive her to help other families who are dealing with stressful situations. She appreciates the opportunities she's been given throughout her professional life, including earning the respect and trust to be promoted to her current role.
In her free time, Ellie enjoys spending time outdoors with her husband, camping, and writing music. She also loves to cook, bake, and try new recipes.
Job Titles:
- Accounting Manager
- Accounting Manager / Sales and Business Development
If your client receives a Medicaid denial due to one of our products, our in-house attorneys will work with you through the fair hearing process.
Job Titles:
- Member of the Team
- Director of Legal Education
Jim is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. He also plays a primary role in designing and maintaining a robust education and content calendar for Attorney Access and works directly with attorneys to promote and illustrate the benefits of Attorney Access to their practice.
Jim earned his Bachelor of Arts degree in Journalism from Utah State University and his Juris Doctor from the University of Oregon. Prior to joining the Krause team, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim is a member of the National Academy of Elder Law Attorneys (NAELA) as well as the Colorado, Utah, and Florida Bar Associations.
Jim enjoys working with attorneys to find solutions for their clients, and he appreciates being able to utilize diverse solutions that require critical thinking and creativity. Since the dynamic of the elder law industry is constantly changing and the need for more elder law attorneys continues to grow, Jim is driven to use his knowledge and passion to educate attorneys. He values teamwork and honesty and is constantly seeking opportunities to learn.
Jim is originally from Salt Lake City, though he is currently based in Denver. Outside of work, he enjoys exploring the American West by hiking, skiing, backpacking, and mountain biking.
Job Titles:
- Member of the Team
- Content Marketing Specialist
Katie has been part of the team since 2019. As the Content Marketing Specialist, she writes content for a variety of marketing channels, including emails, blogs, website content, white papers, video scripts, and more. Katie creates and edits much of the content that is used to reach, inform, and educate our clients through campaigns and larger marketing projects.
Katie graduated from the University of Wisconsin-La Crosse with a Bachelor of Arts degree in Communication Studies with an emphasis in Interpersonal Communication and a minor in Organizational & Professional Communication. She has prior experience writing and editing content in the form of blogs, social media, and website pages. In her previous roles, Katie has learned the importance of adaptability, time management, and attention to detail when it comes to writing content and completing marketing projects. Katie has her Hubspot Inbound Marketing certification.
Katie is organized and detail-oriented, and she understands the importance of communication, especially in a professional setting. She has a strong appreciation for clean, concise, and accurate writing, and she loves having the opportunity to contribute to that in her role. Katie always aims to be precise, trustworthy, and helpful.
Outside of work, Katie enjoys spending time with her family and friends, her boyfriend Marc, and her cat Nina. She also loves seeing live music, watching sports, playing the piano, exploring different ways to be creative, and spending time outside when it's warm.
Job Titles:
- Member of the Team
- Education and Programming Coordinator
Job Titles:
- Member of the Team
- Event Marketing Coordinator
Lauren graduated from the University of Wisconsin-Oshkosh with a bachelor's degree in political science and a minor in Spanish. Prior to joining our team, she worked as a legal assistant supervisor and law firm administrator, which provided her with essential knowledge regarding the inner workings of law firms and how to develop strategic plans to achieve the best possible financial outcome for clients. Lauren is licensed in Accident, Health, and Life Insurance.
Lauren prides herself on being organized, reliable, and compassionate in everything she does. She values collaboration and dedication, and she easily adapts to changing circumstances, allowing her to efficiently handle any issues that arise. Lauren is passionate about helping others and appreciates being able to assist attorneys as they safeguard their clients' assets and pursue the best solution for each case.
Outside of work, Lauren enjoys spending time with her husband, two sons, a German Shepherd, and two cats. She also loves to read and bake with her toddler.
Job Titles:
- Member of the Leadership Team
- National LTCI Director
Job Titles:
- Agency Sales Manager
- Agency Sales Manager / Administration and Accounting
Job Titles:
- Member of the Team
- Administrative Specialist
As an Administrative Specialist, Rachael takes on a variety of tasks, including answering phones, distributing mail, uploading applications, and performing data entry for multiple projects. She is often the first point of contact for clients and other individuals who call our office, and she is responsible for transferring them to the right person and ensuring they get the help they need.
Rachael attended the Academy of Beauty Professionals, where she earned her Esthetician License. She has previous experience working in various environments, which has helped her learn how to adapt quickly to changes.
Rachael is adaptable and a fast learner, always looking to expand her knowledge and take on more tasks. She appreciates being a part of the team and doing her part to help the application process run smoothly. Rachael values teamwork, integrity, and respect in everything she does.
In her free time, Rachael enjoys spending time with her husband Nolan, cat Serenity, and other loved ones. She also loves reading, walking, biking, baking, cooking, and playing cards and board games.
Job Titles:
- Member of the Team
- Sales and Administration Coordinator
Job Titles:
- COO
- Corporate Counsel
- Member of the Leadership Team
Scott has been a part of the company since 2019. He began as Corporate Counsel before taking on the role of Chief Operating Officer. In his dual role, Scott wears several hats. As COO, he works closely with department heads and other team members, serving as a liaison to the executive team. His main priorities are to maintain smooth company operations and ensure services provided by outside groups are administered effectively and efficiently. As Corporate Counsel, Scott conducts legal research, drafts agreements, and provides support to other departments as needed. Whenever a problem arises, whether it relates to litigation, risk management, or compliance, Scott does what he can to resolve matters for everyone involved. He always aims to facilitate effective and clear communication and fill in the blanks when necessary to avoid misunderstandings.
Scott earned his Bachelor of Arts degree in Political Science from the University of Minnesota and his Juris Doctor degree from Penn State Law. He has previous experience as a litigation attorney and judicial law clerk, which have enabled him to see issues before they arise. He is able to use this experience in the corporate context in order to anticipate, avoid, and mitigate any issues before they end up in a courtroom. His training as a lawyer has sharpened his oral and written communication skills as well as his ability to analyze complex problems quickly. Scott has law licenses in Wisconsin and Maryland (inactive).
When working in private practice, Scott drafted basic estate planning documents, such as wills and POAs, and litigated probate matters. This experience served as a solid foundation that prepared Scott to cement his industry knowledge at Krause. He sees a great need for elder law and appreciates the opportunity to help connect those in need to those who can help. Scott truly values being able to provide solutions that help people with limited means avoid depleting their life savings on a few years of long-term care.
Scott is passionate about helping the entire team perform at a high level and feel their best. When the company is running efficiently, he believes staff will be able to see the fruits of their labor more clearly and feel more fulfilled. Scott's goal each day is to have a positive impact on the internal processes of the company. In doing so, he is able to utilize his communication and analytical skills as well as his compassion for others. Teamwork, empathy, accountability, candor, and honesty are just a few of the values that drive Scott in his job. He is incredibly grateful to have positive working relationships with the management team, even when changes present more of a challenge, and he is always looking for ways to show appreciation to the entire team.
In his free time, Scott enjoys playing, watching, and coaching hockey. He also likes to read, listen to podcasts, and go to the gym. Scott is married to his wife, Jamie, and they have a wonderful dog named Bartlet.
Taylor has been a part of the team since 2018, when she came on board as a Benefits Planner before taking on her current role as Sales Team Lead. She spends most days developing plans for clients, processing Medicaid Compliant Annuity applications, and working with insurance companies to ensure the contract will be processed in a timely manner. Taylor is available to answer client questions throughout the entire annuity process, and she takes the time to make sure everything is accurate at each step. Taylor also helps develop internal educational materials and assists the Sales leadership team as needed.
Taylor's customer service and critical thinking skills help her as she works with clients to preserve their senior clients' assets-something she is very passionate about. As a team player, Taylor is always seeking opportunities to help the team be the best it can be. She takes pride in fulfilling her goal of completing her MBA and being able to use the knowledge she has gained to improve herself professionally and help the company grow.
Job Titles:
- Member of the Leadership Team
- Vice President of Sales and Marketing
Tom is the Vice President of Sales and Marketing. He plays a primary role in the growth and development of our company. Tom has a strong foundation in the elder law industry and has built on that expertise to continually enhance the experience of our attorneys. He has developed several of our essential resources, including our national KrauseCAST webinar series, our 3,000-member Attorney Access platform, and our state-specific roadshow events, all of which are designed to help attorneys incorporate Medicaid planning into their practice.
In addition to having a crucial role in creation of many of our educational assets, Tom ensures the company continuously looks toward the future. He's had an integral role in building and enhancing our websites, transitioning the technologies of the company through tools like Salesforce, and fostering lead generation to solve many attorneys' biggest hurdle-gaining qualified clients. He's also the key driver of our talent acquisition and development efforts. Beyond these responsibilities, Tom heads the company's non-compliant annuity valuation and purchasing division. Over the last several years, he has facilitated the sale of millions of dollars of non-compliant annuities on the secondary market.
Tom earned his bachelor's degree in Economics from the University of Wisconsin-Milwaukee in 2010 and his Juris Doctor from California Western School of Law in 2014. He has prior experience working in civil litigation firms, which provided him with the framework to always seek a beneficial outcome for the client. Tom is a member of the California Bar, the National Academy of Elder Law Attorneys, and the American Bar Association. He also has his insurance license in 48 states.
Tom regularly presents at elder law industry events across the country. He also frequently hosts our webinars and training events, ensuring attorneys nationwide have the tools, resources, and insight they need to succeed in the field. Tom was featured in the American Bar Association's "Voice of Experience" publication. The article, entitled "Annuities Provide Protection in Cases of Nursing Home Care," discusses how a Medicaid Compliant Annuity can help seniors save their hard-earned assets when faced with a nursing home stay.
As the Vice President, Tom is able to put his creativity, problem-solving, and leadership skills to great use. He provides the resources and vision for the company to reach sales goals, achieve marketing objectives, and accomplish everything we set out to do. He has a knack for building processes and systems that are both efficient and advantageous and seizes every opportunity to take the business to the next level. He does this all with a single goal in mind-help attorneys grow a successful practice.
Outside of work, Tom is an avid traveler who enjoys exercising, spending time outdoors, and playing with his dog, Zeke. He also uses his business savvy in his personal life and enjoys researching and investing in the stock market and real estate.
Travis has been with us since 2020. As a Benefits Planner, a normal day for Travis consists of corresponding with clients, answering questions, processing applications, compiling planning letters, and sending out the necessary documentation for his cases. His main priority is helping our clients accelerate Medicaid eligibility for their senior clients through the use of a Medicaid Compliant Annuity.
Travis graduated from Ripon College with a Bachelor of Arts degree in Business Management and Psychology. In his prior jobs, Travis was able to develop his communication and analytical skills, both of which he has found to be crucial in his current role. Travis is a licensed insurance agent (life and health).
Travis views his organizational and communication skills as two of the most vital assets to his day-to-day work. He is passionate about helping others and always strives to empathize with each situation in order to provide the best possible customer service to our clients. Honesty, integrity, and empathy are three values that drive Travis in his job, and he makes every effort to ensure the best outcome for the seniors using our innovative products.
In his free time, Travis enjoys spending time with his friends and family, especially his lovely wife, Monica. He also loves being outdoors and golfing.
Job Titles:
- Member of the Team
- Marketing Associate