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.


    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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  • Omar Quddus

    Principal, Chief Business Development Officer

    Omar Quddus is a Principal and Chief Business Development Officer of Synergy Settlement Services.  Mr. Quddus leads corporate strategy and development, new products and services development, marketing and R&D with a keen eye towards driving business growth.  Primary focus is on all phases of designing and implementing…

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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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  • Brittany Schott, Esq.

    Assistant General Counsel and Director of Customer Support

    Brittany Schott is the Assistant General Counsel and Director of Customer Support for Synergy Settlement Services. Brittany and her team provide plaintiff attorneys with initial consultations regarding lien resolution and Medicare Secondary Payer Compliance services, client onboarding and implementation, and ongoing customer support.   Prior to joining…

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  • Teresa Kenyon, Esq.

    Director of Lien Resolution Services

    Teresa Kenyon is a California and Kentucky licensed attorney and Director of Lien Resolution Services for Synergy Settlement Services. Teresa and her team provide invaluable assistance to plaintiff attorneys by handling all types of health liens and bringing them to a swift resolution.   Prior to joining…

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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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  • Samantha Webster

    Director of Case Management in Settlement Planning

    Samantha Webster is the director of Case Management for Synergy Settlement Services’ Settlement Planning division and a member of the executive leadership team. She provides support to settlement planners all over the country from the corporate office in Orlando, Florida.   In addition to managing the settlement…

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  • Rick Soloway

    Director of People and Culture in Operations

    Rick Soloway is the Director of People & Culture for Synergy Settlement Services, providing support services to the staff of Synergy.  As a tenured Human Resources professional, his motto has always been: “take care of the people who take care of the people.”  He focuses as much…

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“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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