PARTNER PLANNERS

Steve Harris

Partner Planner

E: sharris@partnerwithsynergy.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@partnerwithsynergy.com

P: 334.701.2028

Steve Lester serves as a settlement planner with Synergy in Dothan, Alabama. Synergy 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@partnerwithsynergy.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@partnerwithsynergy.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.

ABOUT

TESTIMONIALS

“Synergy's knowledge and expertise relating to lien resolution is unparalleled. This, coupled with their prompt and transparent communication allow us to rely upon Synergy to deliver exceptional results on even our most challenging cases. Time and time again they have delivered meaningful results for our clients and enabled our attorneys and paralegals to focus on active litigation.”

“By streamlining lien negotiations and Medicare Set-Aside evaluations, Synergy’s work saves our office hours of attorney time each week. This is accomplished while ensuring our clients receive their money with the peace of mind that they have addressed all outstanding lien and governmental obligations.”

“Marks & Harrison was one of the first firms in the country to utilize Synergy’s lien resolution services. Over the years, Synergy has allowed our trial lawyers to focus on what they do best in and out of the court room with the confidence that in complex lien situations we have a partner we can rely upon. We are proud to have been an early adopter with Synergy.”

“Time and again Synergy has proven to be a reliable, knowledgeable, and passionate advocate for our law firm and our clients.”

“Synergy’s staff is efficient, knowledgeable, friendly and are a great partner for any law firm committed to maximizing their clients’ net."

"Oftentimes we need to bring the best help that we can find, and you guys are the best at what you do."

“Synergy has gone above and beyond in protecting our client’s future governmental benefits and in negotiating health care liens, reducing the stress, anxiety and unknowns associated with these liens.”

READY TO SCHEDULE A CONSULTATION?

The Synergy 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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PARTNER PLANNERS

Steve Harris

Partner Planner

Steve Lester

Partner Planner

Rick Miller

Partner Planner

Jeff Smith

Partner Planner

ABOUT

TESTIMONIALS

READY TO SCHEDULE A CONSULTATION?

Synergy Insight

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