Synergy logo

(844) 857-0357
SE HABLA ESPAÑOL

Partner With Synergy – Free Your Firm To Focus On What It Does Best™

Search
Close this search box.

PARTNER PLANNERS

Steve Harris

Partner Planner

E: sharris@synergysettlements.com

P: 952.500.8398

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 relating to special needs trusts, Medicare compliance, and set-asides, subrogation or lien claims, and financial planning options that will benefit their client.

Steve Lester

Partner Planner

E: slester@synergysettlements.com

P: 334.701.2028

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.

Rick Miller

Partner Planner

E: rmiller@synergysettlements.com

P: 216.403.1150

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 and Smith Barney for over 20 years and is certified as an asset management advisor with Huntington National Bank.

Jeff Smith

Partner Planner

E: jsmith@synergysettlements.com

P: 612.750.6464

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 relating to special needs trusts, Medicare compliance, and set-asides, subrogation or lien claims, and financial planning options that will benefit their client.

TESTIMONIALS

READY TO SCHEDULE A CONSULTATION?

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.

Synergy Insight

Stay up-to-date with the settlement services industry’s foremost thought leadership by subscribing to our blog.
blog subscription buttonSubscribe