B. Joshua Pettingill

B. Joshua Pettingill

Vice President, Medicare Secondary Payer Compliance

E: josh@synergysettlements.com

P: 877.242.0022

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 resolve general liability, personal injury, medical malpractice and worker’s compensation cases using cutting edge settlement planning techniques. Mr. Pettingill, also frequently testifies as an expert witness on Medicare Set-Asides, as well as to the economic value of cases. He is the immediate past Chair of the Liability MSP Advisory Committee for the National Alliance of Medicare Set-Aside
Professionals.

 

  • Past Experience

    Prior to joining Synergy, Mr. Pettingill was a Principal of a national settlement planning firm. Before that, he spent 5 years assisting injury victims as a settlement planner. Prior to starting his settlement planning practice, he worked as a financial consultant for Morgan Stanley Dean Witter and Money Concepts.

  • Education

    Mr. Pettingill graduated from Palm Beach Atlantic University with a Bachelor’s of Science degree with a concentration in International Business/Finance and a Master’s of Business Administration (MBA) degree with a concentration in Finance. He also received his Master’s of Science degree with a concentration in HR Management and Compensation from the University of Central Florida. He is currently a Doctoral candidate in the area of Finance.

  • Relevant Experience

    Mr. Pettingill is a frequent lecturer at national trial lawyer associations. He has presented on the topic of Medicare Secondary Payer compliance for the Florida Justice Association, American Association of Justice, Worker Injury Law & Advocacy Group, Maryland Association for Justice, Virginia Trial Lawyers Association, Florida Workers Advocates, Academy of Special Needs Planners, National Alliance of Medicare Set-Aside Professionals, US Virgin Islands Bar, and many other organizations. Josh has also lectured on the topic of expert witnesses to the Academy of Economic and Financial Experts. He has authored over 50 articles on Medicare Set Asides and complex settlement planning issues.

  • Associations

    Mr. Pettingill is an active member of the National Alliance of Medicare Set-Aside Professionals, Academy of Economic and Financial Experts, National Association for Business Economists, Society of Settlement Planners, and the American Association of People with Disabilities.

TESTIMONIALS

"I recently engaged Synergy to assist with a complicated PTD settlement involving a substantial Medicare Set Aside. The claimant’s wife has been providing full time attendant care which is not Medicare covered. The Synergy nurse was able to do a full analysis of non-Medicare covered expenses which far exceeded the value of the MSA analysis performed by the carrier’s contracted MSA provider. The non- Medicare figures became the main focus of the settlement negotiations and more than doubled the value of the case. Although I could estimate the attendant care figures, the nurse added in other items that I would not have routinely considered. I also asked Synergy to evaluate the EC’s MSA as well as their prescription review. Synergy offered insight about the prescription donut hole which I did not have a clear understanding about. Again, their insight and information added a great deal of value to the overall settlement. Not only did I learn from Synergy but was able to educate my clients in the process. These are very complex and complicated areas; I will use Synergy again and again!"

Rosemary Eure
Lancaster & Eure

"I have been very impressed by the results achieved by Synergy Lien Resolution Services. They saved my client over $108,000 in reducing a difficult ERISA lien. Their expertise was invaluable and resulted in a very happy client. Best money I ever spent. I wholeheartedly recommend them. You are doing your client a disservice if you don’t hire them to help you with your liens."

Armando Payas, Esq.
Payas Law

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