Rick Miller
Partner Planner
E: rmiller@partnerwithsynergy.com
P: 216.403.1150
Rick Miller 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.
Traveling nationally as a settlement negotiator, Rick works closely with judges, attorneys, and claims handlers in pretrial and settlement conferences. He has served as a guest speaker for lawyers and professional claims associations on the topics of structured settlements, negotiations, investments, and financial planning.
Rick enjoys and understands the unique specialties involved in the settlement planning industry. He has developed successful relationships with life insurance companies, trust companies, personal injury attorneys, financial planners, estate planning attorneys, and elder law attorneys. His focus is on serious personal injury claims including medical malpractice, wrongful death, products liability, and mass tort claims. He also has an extensive background in the area federal estate tax planning.
Rick is an original member of the National Structured Settlement Trade Association and is currently on the Board of Directors of the Society of Settlement Planners. He is a former quarterback at Otterbein College in Westerville Ohio and a graduate of Kent State University. Rick has been married to his wife Cindy for 48 years and has 2 children and 4 grandchildren.
Partner with Rick here. 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.”
Adam SheaPanish | Shea | Boyle | Ravipudi LLP
“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.”
Aitken * Aitken * Cohn
“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.”
John C. SheaMarks & Harrison
“Time and again Synergy has proven to be a reliable, knowledgeable, and passionate advocate for our law firm and our clients.”
Gary A. DordickDordick Law
“Synergy’s staff is efficient, knowledgeable, friendly and are a great partner for any law firm committed to maximizing their clients’ net."
Ranse M. PartinConley Griggs Partin LLP
"Oftentimes we need to bring the best help that we can find, and you guys are the best at what you do."
Kate ConwayPower Rogers, LLC
“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.”
Brian KatzHerman, Herman & Katz
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