Leadership Team

  • Jason D. Lazarus

    Chief Executive Officer

    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…

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  • Anthony F. Prieto, Jr.

    President

    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:   Comprehensive Settlement…

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  • Daniel J. Alvarez

    Vice President and General Counsel

    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,…

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  • B. Joshua Pettingill

    Vice President, Medicare Secondary Payer Compliance

    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…

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  • Michael Walrath

    Director of Synergy Medical Bill Clinic

    Michael D. Walrath was the founder and Managing Partner of Medical Bill Clinic, P.A., Florida’s only full service law firm dedicated exclusively to representing patients against overreaching medical providers, from 2009 until the firm closed in July of 2017.   Mr. Walrath earned his undergraduate degree from…

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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.

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