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.

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TESTIMONIALS

"I just want to thank Synergy for their great work in getting a health insurance lien resolved. The health insurance company refused to reduce their lien a penny from a motorcycle accident involving my client who was not wearing a helmet, a fact that would have hurt our award in front of a jury. Synergy put tremendous pressure on this company, and after months of bombarding this insurance company with statutory requests and threats, they were able to get them to give in and reduce the lien significantly. The cost was minimal in relation to the hard work they put in, and the savings my client received. Client was very happy, and it allowed me to close out a case that I had resolved over 6 months before. Keep them in mind if you are dealing with a smug insurance adjuster who felt confident he would not have to reduce a lien, like I was dealing with. Thank you very much Synergy."

Jeffrey A. Adelman, Esq.
Adelman & Adelman, P.A.

"I learned of Synergy through the state trial lawyers association when I was looking for help in dealing with Medicare. As you know, dealing with Medicare can be difficult and time consuming. We all get the articles and updates regarding Medicare, but Synergy does an incredible job of clarifying so many questions. I cannot thank you and the Synergy staff enough for the assistance, insight, and professionalism. You can be sure that I will only be recommending Synergy to my clients for Medicare issues in the years to come."

Jared P. Greenberg
Greenberg & Strelitz, P.A.

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