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 Vice President and a founding Principal 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

"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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