Leadership Team

  • Jason D. Lazarus

    Chief Executive Officer

    Jason D. Lazarus, J.D., LL.M., CSSC, MSCC is a founding Principal and Chief Executive Officer of Synergy Settlement Services.  Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements.  He is also a founding Principal and President…

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  • Anthony F. Prieto, Jr.

    President

    Anthony F. Prieto, Jr., CFP® is President of Synergy Settlement Services. He is a frequent speaker in the southeast on the various issues involved in settlement planning and has more than 20 years experience in the financial and settlement planning industry. He specializes in:   Comprehensive Settlement…

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  • Daniel J. Alvarez

    Vice President and General Counsel

    Daniel J. Alvarez is Vice President and General Counsel for Synergy Settlement Services in Tampa, Florida. He works nationally specializing in advising injured parties in areas including financial, complex settlement planning and public benefits preservation. Mr. Alvarez is also a founding partner of the Structured Sales Group,…

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  • B. Joshua Pettingill

    Vice President, Medicare Secondary Payer Compliance

    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…

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  • David Place

    Vice President, Director of Lien Resolution Services

    Mr. Place is the Vice President, Director of Lien Resolution Services for Synergy Settlement Services. Prior to joining Synergy, Mr. Place spent fourteen years representing large private group health insurance plans, self-funded ERISA groups, Medicare Advantage plans, state Medicaid plans, Stop-Loss plans and disability plans in their…

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  • Michael Walrath

    Director of Synergy Medical Bill Clinic

    Michael D. Walrath was the founder and Managing Partner of Medical Bill Clinic, P.A., Florida’s only full service law firm dedicated exclusively to representing patients against overreaching medical providers, from 2009 until the firm closed in July of 2017.   Mr. Walrath earned his undergraduate degree from…

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TESTIMONIALS

"Synergy Lien Resolution Services was extremely knowledgeable and effective in assisting to reduce our client's insurance lien. They were a pleasure to work with, extremely professional, and went above and beyond the scope of our expectations. Many times, throughout our case, they worked after business hours to accommodate our needs. The end result was a huge savings for our client and we hope to utilize the Synergy again in the near future."

Joni Hautamaki
Didier Law Firm

When we face difficult post resolution issues, we turn to Synergy. They provide us with the necessary expert advice about Medicare compliance, preservation of public benefits, lien resolution and settlement planning. We don’t need to go anywhere else, they are the experts when it comes to the case after the case. All of those sticky issues, they easily navigate and let us focus on other issues.

Andrew Knopf
Knopf Bigger

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