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Vice President and General Counsel
E: dan@synergysettlements.com
P: 877.242.0022
Daniel J. Alvarez is Vice President and General Counsel for Synergy Settlement Services in Tampa, Florida. He works nationally specializing in advising injured parties in areas including financial, complex settlement planning and public benefits preservation. Mr. Alvarez is also a founding partner of the Structured Sales Group, where he specializes in tax deferral planning in the purchase and sale of investment real estate and small to medium sized businesses. Mr. Alvarez was a featured speaker in the Stetson College of Law Special Needs Trust Seminar IX and has authored numerous articles on financial planning associated with legal recoveries.
President
E: anthony@synergysettlements.com
P: 877.242.0022
Anthony F. Prieto, Jr., CFP® is President of Synergy Settlement Services. He is a frequent speaker in the southeast on the various issues involved in settlement planning and has more than 20 years experience in the financial and settlement planning industry. He specializes in:
He and his wife reside near downtown Tampa with their two daughters.
Vice President, Medicare Secondary Payer Compliance
E: josh@synergysettlements.com
P: 877.242.0022
Mr. Pettingill is a founding Principal and Vice President of Synergy Settlement Services in Orlando, Florida. Mr. Pettingill oversees the operations of Synergy’s Medicare Secondary Payer Compliance group and specializes in complicated Medicare Set Aside issues. He works with clients throughout the country in an effort to resolve general liability, personal injury, medical malpractice and worker’s compensation cases using cutting edge settlement planning techniques. Mr. Pettingill, also frequently testifies as an expert witness on Medicare Set-Asides, as well as to the economic value of cases. He is the immediate past Chair of the Liability MSP Advisory Committee for the National Alliance of Medicare Set-Aside
Professionals.
Chief Executive Officer
E: jason@synergysettlements.com
P: 877.242.0022
Jason D. Lazarus, J.D., LL.M., CSSC, MSCC is a founding Principal and Chief Executive Officer of Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements. He is also a founding Principal and President of Multi-Claimant Solutions which offers lien resolution and MSP compliance services for mass torts. Lastly, he is the managing partner and founder of the Special Needs Law Firm; a Florida law firm that provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance.
Jason works out of the Synergy main office in Orlando.
Mr. Cohen was one of the founding faculty members of Columbia University’s graduate level Enterprise Risk Management Program. He developed and taught multiple courses, including: “Strategic Risk Management’ and ‘External Stakeholder Requirements’.
For many years, Mr. Cohen was Vice President at A.M. Best Company, where he headed the rating division that analyzed the entire U.S. life insurance industry, evaluating the financial strength, operating performance and business profiles of those companies. He introduced risk management as a core element of A.M. Best’s credit analysis and rating process. In addition to these duties, he authored A.M. Best industry publications and research reports, contributed to its information products and developed industry statistical studies.
Michael Upchurch is a career executive who has focused his efforts on serving the needs of the complex claim’s community. Mr. Upchurch in an entrepreneur who serves this community with a passion to improve this marketplace for everyone involved. In addition to being the founder of Life Care Analytics, Mr. Upchurch is the founder of NeuLife Rehabilitation and the founder of Independent Life Insurance Company.
NeuLife Rehabilitation is one of the largest in-patient post-acute rehabilitation facilities focusing on Traumatic Brain Injury (TBI) and Spinal Cord Injury (SCI) in the southeast. NeuLife is a preferred provider of rehabilitation services for many of the largest workers' compensation carriers, the Veterans Administration and many commercial health plans. NeuLife has received recognition for its innovative treatment programs and outcomes. NeuLife is honored to serve the TBI and SCI communities and is often a preferred provider for trauma and LTAC facilities throughout the southeast when these providers are dealing with a complex patient and working through the continuation of care. More information can be found at www.neuliferehab.com.
Independent Life is the first life insurance company exclusively focused on structured settlements. Independent Life’s management team has more than 120 years of combined experience in the insurance, structured settlement and investments sectors. In February 2019, Independent Life introduced the industry's first Payee Protection Policy. Independent Life has been trusted by some of the nation’s largest Property and Casualty carriers to be a counter-party in a structured settlement. To learn more about Independent Life please visit www.independent.life.
Mikel Taft is an operational executive who has focused exclusively on the claims analysis and resolution industry over the past decade while serving at Delta Settlements. During his time there, Mikel specialized in analyzing, valuing and preparing settlement solutions for catastrophic claims. Mikel often focused on the resolution of catastrophic cases and would be brought in by the litigation teams during the negotiation phase to analyze the future care requirements and create comprehensive reports to help bridge the divide with the plaintiff and defense.
Before settlement planning, Mikel was an Executive with the Boy Scouts of America. While at the Boy Scouts, Mikel was recognized nationally, earning multiple awards for recruiting and fundraising throughout the time of the economic crisis. Mikel helped develop the National Council’s training for recruitment and fundraising. Mikel attended the University of North Florida, earning a degree in Marketing with a focus in Financial Services.
