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.
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