Partner Planners

  • Ron Feinman, Esq.

    Partner Planner

    Ron Feinman, is a native of Lynchburg, Virginia, and received his law degree from the University of Virginia in 1979. One World has teamed with Synergy Settlement Services to provide a host of settlement services to trial attorneys and their clients. A seasoned trial attorney with courtroom…

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  • Steve Harris

    Partner Planner

    Steve Harris is a settlement planner with Synergy, providing comprehensive settlement planning services exclusively to plaintiff attorneys and their clients. Steve is partnered with Jeff Smith and together, in their Twin Cities offices, they provide expertise and assistance to attorneys by helping to identify and resolve issues…

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  • Steve Lester

    Steve Lester serves as a settlement planner with Synergy Settlement Services in Dothan, Alabama. Synergy Settlement Services specializes in the multiple issues associated with conflict resolution to include Structured Settlement Annuities, Trust Services, MSA and Lien Resolution Services. Additionally, Synergy specializes in attorney fee structures and solutions.   After attending the University…

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  • Rick Miller

    Partner Planner

    Rick has been a successful investment advisor in the Insurance and Personal Injury Settlement arena for over 35 years. He has professional sales and management experience in the areas of annuities, life insurance, financial services, trusts, and settlement planning. Rick was a registered representative with Kidder Peabody…

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  • Sean Pendray ChFC®, CSSC

    Partner Planner

    Sean Stephen Pendray was born in Miami, Florida and attended Westminster Christian High School. He is a graduate of Florida State University with a BS in political science and a minor in psychology. He attended business school at the University of Miami and received a masters degree…

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  • B. Joshua Pettingill

    Partner Planner

    Josh Pettingill is a Partner Planner at Synergy Settlement Services. He works with clients throughout the country to resolve general liability, personal injury, medical malpractice and worker’s compensation cases using cutting edge settlement planning techniques. Mr. Pettingill frequently testifies as an expert witness on Medicare Set-Asides, as…

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  • Jeff Smith

    Partner Planner

    Jeff Smith is a settlement planner with Synergy, providing comprehensive settlement planning services exclusively to plaintiff attorneys and their clients. Jeff is partnered with Steve Harris and together, in their Twin Cities offices, they provide expertise and assistance to attorneys by helping to identify and resolve issues…

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  • Reynolds Whatley

    Partner Planner

    Reynolds Whatley is a Partner Planner with Synergy Settlement Services, primarily serving the Southeastern United States and recently expanding across the country. Reynolds joined Synergy because his clients expressed a desire for comprehensive settlement planning in complex areas such as government benefit preservation, trust services, lien resolution,…

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  • Joanna Wynes

    Partner Planner

    Joanna Wynes is a settlement planner with Synergy Settlement Services, serving clients in the Mid-Atlantic states. As a comprehensive settlement planner, she provides invaluable assistance to attorneys and plaintiffs/claimants nationwide navigating the complicated issues that arise during settlements including structured settlements, government benefit preservation, special needs trusts,…

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The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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TESTIMONIALS

“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

Understanding Structured Settlements and Medicare Set-AsidesThird Thursday Webinar Series

The parties agree that a Medicare Set-Aside is needed, now what? In this month's webinar, presented by Synergy CEO, Jason D. Lazarus, you will learn about the process basics for setting up a set aside including MSA allocations, funding mechanisms for set-asides, post-settlement administration as well as an overview of the process to make sure you close the case compliantly.

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