Scott Engstrom, Esq., is Corporate Counsel and COO of Krause Financial.
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.
Kim Estess, Esq., is dually certified as a specialist in elder law by the National Elder Law Foundation and the Ohio State Bar Association and certified as a specialist in Estate Planning, Trust, and Probate Law by the OSBA.
Her practice focuses on estate planning, estate administration, elder law, asset protection, Medicaid, special needs planning and guardianships.
"I firmly believe that providing outstanding service requires more than just excellent legal work — it also involves taking the time to establish a strong relationship with each client in order to truly understand their unique family situation and goals," she says.
I want to work with you to assist you with your estate planning, special needs planning, and elder law needs. I offer many comprehensive packages to ensure that your family is on the right path. Whether you may be looking for assistance with:
- Long term care cost planning (Medicaid/VA Planning),
- Special needs planning,
- Guardianship work,
- or Probate work I am here for you.
I also prepare estate planning documents including
- Last Will & Testament
- Trusts (Revocable or Asset Protection), or
- Power of attorney documents.
Let me help you figure out what your best next steps are. The sooner you have a plan of action, the better prepared you are for a secure tomorrow!
Marissa K. Fitzpatrick, Esq., is an attorney with excellent communication skills and a keen eye for detail in drafting estate planning and business documents.
Marissa listens closely to clients and understands the importance of making recommendations that ensure that future plans are appropriately funded and life-long savings are protected. She demonstrates a passion for her work and her results give clients and their families great peace of mind.
Marissa's practice concentrates on estate planning, trusts and probate, as well as wealth preservation, business planning and elder law.
She earned a bachelor's degree from Ohio University in 2012, and a law degree from the University of Toledo College of Law in 2015.
In September 2021, she was honored with the Ohio State Bar Foundation Community Service Award for Attorneys 40 and Under.