Dale M. Krause, J.D. , LL.M.
Dale M. Krause, J.D., LL.M. is the President and CEO of Krause Financial Services – a Wisconsin-based firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. READ MORE
Valerie Peterson JD
Valerie is the Chief Executive Officer of ElderCounsel, LLC. Before joining ElderCounsel, Valerie practiced law in Miami and Ft. Lauderdale where she was the owner of Peterson Law Office, P.A., and later Fisher & Peterson, P.C., a firm specializing in the areas of elder law and estate planning. READ MORE
Michael O'Dell CFP CEP
Michael O’Dell was already a successful business owner—serving 25 years as president of the multi-office Delco Estate Planning Services—when he tripped across an idea that has changed the way funeral trusts are managed across the country. READ MORE
Karl Dovnik Jr. JD
Karl Dovnik maintains a law practice focusing on elder law and Medicaid planning. He is also on the staff of the national sales office at Delco Brokerage Services. Karl was instrumental in development of the Delco Brokerage Services funeral trust product with Unity Financial Life Insurance Company. READ MORE
Mark Wight JD
Mark, founder and President of Idaho Estate Planning, is passionate about helping families plan for their futures. He spends his time counseling individuals as they seek to protect their assets as well as speaking to groups on the same topic. His expertise on the topic is sought by attorneys, insurance agents, and other professionals. READ MORE
Joel Ban JD
Joel Ban practices in the area of Veterans Disability and Social Security Disability. Joel has always had a passion for helping people fight powerful governmental entities. Unfortunately, the Social Security Administration and Veterans Administration are quick to deny benefits and persistence is often required. Joel thrives on the challenges that are inherent in these appeal processes for government benefits. He is passionate about helping Veterans and the disabled to receive the benefits that they deserve. READ MORE
David Olney CSA
Clients I work with are very loving, caring, and giving people, all of their lives. They have worked hard and sacrificed to get where they are. We feel such people should not have to worry about things like inflation, medical expenses, living arrangements, and let’s not forget government demands such as taxes. READ MORE
Kimberly Hegwood JD
Kim Hegwood knows the importance of establishing a legacy for her clients. Seeing her grandparents struggle with the ins-and-outs of Social Security, estate and protection planning, elder law and other bureaucracies associated with the aging process, Kim experienced first-hand the many financial and emotional challenges facing the elderly, infirm and their families. READ MORE
Horace Bone PhD
Horace Bone is a native of Raleigh, NC and graduated from North Carolina State University with High Honors. He studied in Germany as a German Academic Exchange Fellow and has completed a PhD degree at the University of Wisconsin, Madison. READ MORE
Roque Santi
|
Roque Santi has over 22 years of experience in the consumer finance industry. Throughout Mr. Santi's career, he has worked in many areas of the mortgage industry, including mortgage banking, securitization, REIT structuring and implementation, mortgage REIT modeling, transactions structuring and initial public offerings. READ MORE
|
Thomas Day CLU CLRP
There is passion in my helping seniors deal with their elder years and with eldercare issues. This passion also spills over to my helping senior veterans and their survivors plan for their future years. This is because I am an older veteran and because I am disabled as well. Most importantly, thanks to the VA healthcare system prolonging my life, I am able to help other veterans become aware of their benefits. READ MORE
Roxanne Pope
Roxanne graduated from the University of Utah with her Bachelor’s Degree in Geoscience with an Environmental Emphasis. She has worked with the National Care Planning Council for over seven years and as the current Office Manager, knows all of the ins and the outs of all of the administrative aspects of the company. READ MORE
Valerie Buck
Valerie is passionate about veterans and their families, especially because she comes from a military family herself. She grew up primarily on Naval bases on small islands in the Pacific. Valerie moved to Utah in 1998 and currently lives in Bountiful where she and her husband bought a recently abandoned Catholic Convent. They are currently remodeling the property to suit their needs. READ MORE
