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THE PEOPLE

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Mark Dickson

Settlement Consultant

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Joe Costello 
CFP, CLU, CSSC

Special Advisor to

CASE Coalition

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 Susan Gleason
CSSC

Settlement Consultant

​With over 40 years of experience, Susan Gleason is a seasoned Settlement Consultant renowned for her comprehensive and holistic approach. She has helped thousands of personal injury plaintiff attorneys nationwide and individuals who have experienced injuries firsthand.

 

As a Certified Structured Settlement Consultant (CSSC), Susan uses her extensive expertise and needs assessment tools to support attorneys and their clients. Her strategic planning incorporates key elements such as risk diversity, liquidity, and tax-advantaged investments, ensuring each plan is tailored to meet her client's unique needs. 

 

Susan’s dedication to her profession remains steadfast after more than four decades. The core of her practice is a genuine desire to help others and make a meaningful difference. She is committed to providing caring, compassionate, and honest advice to every client she serves. 

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Testimonials 

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Susan went above and beyond to help me with my settlement. I was amazed that she spent so much time on my settlement plan when it was small. Since I am a single parent, Susan waived her commission to ensure I receive every penny available. Nalina  I’m glad my attorney introduced me to Susan. She devoted time and energy in explaining the tax-advantaged structured settlements. The settlement plans included graphics and spreadsheets, which helped me understand the pros and cons of each investment. I work long hours, and she accommodated my schedule by treating me to dinner several times. She never pressured me to make quick decisions and said frequently, that I should take my time, and she would continue to help me whether I invested in a structured settlement or not. After being traumatized and sustaining significant physical injuries, her calmness kept me on track until I could make a decision. Cody   After sustaining a catastrophic injury, I was overwhelmed with how to manage a substantial settlement. She flew from Colorado to Dallas to discuss settlement options and ways to maximize my recovery, protect my Medicaid, Supplemental Security Income, and Medicare. Susan introduced me to her team, and they set-up a Special Needs Trust and an MSA and diversified my investments to ensure I have money for the rest of my life. I’m glad my attorneys introduced me to Susan. Nathaniel.

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