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THE COMPANIES

As the largest plaintiff-oriented settlement planning team in the industry, Sage Settlement Consulting offers full-service settlement planning solutions tailored to meet the needs of plaintiff attorneys and their clients. Our national network of local experts and strategic partnerships exceed the level of service plaintiff attorneys and their clients have come to expect.

ARCHER is the nation's leading provider of claims administration, lien resolution, qualified settlement fund administration, national bankruptcy and probate coordination, and other pre and post-settlement services to the legal industry. With over 250 employees operating out of offices in Texas, Colorado and Pennsylvania, ARCHER provides valued-added service and technology-based solutions to empower plaintiffs, defendants, and other stakeholders to achieve their collective litigation and other business objectives in the mass tort, class action and personal injury marketplace.

SRS Capital Advisors provides Integrated Investment Management Services and Comprehensive Financial Planning for individuals and families that have experienced a life altering event due to an unexpected injury or medical malpractice circumstance. Our mission is to restore clients lives by stewarding their recovery today and into the future through customized conservative investment management.

Ametros is the industry leader in post-settlement medical administration and a trusted partner for thousands of members receiving funds from workers’ compensation and liability settlements. Ametros provides post-settlement medical management services, offers substantial medical cost savings, automated payment technology and Medicare reporting to protect benefits and eliminate future exposure for all parties.

THE PEOPLE

Mark Dickson

Settlement Consultant, Sage Settlements

Mr. Dickson has been a structured settlements broker since 1982. Since 2001, Mr. Dickson has exclusively worked with plaintiffs and their attorneys nationally to provide relevant settlement planning services using his exceptional knowledge. He has lectured at AAJ, ABA and ABA National Judicial College in addition to at numerous meetings of trial lawyers on the benefits of structured settlements, the importance of having their own brokers, and in recent years, on the impact of ACA on settlements.

Gary Goldberg

Senior Vice President,

ARCHER

Gary Goldberg is Senior Vice President of ARCHER. He is one of the nation's leading experts on innovative pre and post-settlement solutions for personal injury, mass tort, environmental, and class action litigation. ARCHER's services include medical record review, Plaintiff Fact Sheet preparation, settlement design consulting, settlement release administration, claims administration, Qualified Settlement Fund (QSF) administration, lien resolution, and more.

Gregory P. Seal

CFP

Vice President of Client Services, SRS Capital Advisors

Gregory P. Seal is Vice President of Client Services for SRS Capital Advisors. Greg has a thirty-year track record of advising those who are coping with life-changing events, including sudden disabilities, divorce and the loss of a spouse or loved one. His other expertise includes helping individuals, families and businesses manage 401(k), cash balance and other retirement plans, multi-generational wealth, and sudden wealth such as insurance settlements or inheritances. He spent most of his career as President and co-owner of Seal Financial Services, Inc.

R. Eric Solem, Esq.

Eric founded the firm in 1990. He received his JD from the University of Wisconsin Law School in Madison and is licensed in both Wisconsin and Colorado. He has practiced before the 10th Circuit Court of Appeals, 8th Circuit Court of appeals, and the U.S. Supreme Court. Eric is a recognized expert on Medicaid, Special Needs Trusts, government benefits preservation strategies. Eric is past co-chair of the Elder Law and a member of the Trust and Probate Section of the Colorado Bar Association.

Joe Costello

CFP, CLU, CSSC

David Simon

CFP, CLU

Managing Director, Co-Founder

SRS Capital Advisors

Certified Elder Law Attorney & Government Benefits Expert

David oversees the management of the firm and focuses on Investment Solutions, Business Development, and advanced Financial Planning, Business Succession Planning, and Estate Planning solutions. Prior to founding SRS, David spent time in New York and San Francisco working with the Private Wealth Management Division of Morgan Stanley and approximately 10 years in Denver, Colorado working with AXA Advisors, LLC. David holds an MBA from the Darden Graduate School of Business Administration at the University of Virginia, where he also took advanced tax training from the University of Virginia School of Law.

Albert Flores

CFP, AAMS

Vice President, Private Client Services

SRS Capital Advisors

Albert G. Flores is Vice President of Private Client Services at SRS Capital Advisors. He has been in the financial services industry since 2006. He started his career at RBC Wealth Management in Cheyenne, WY before transitioning to Charles Schwab in Denver, CO in 2008. He joined Seal Financial Services in 2011, which became part of SRS in 2015.

With over 30 years of leadership experience in the financial services area, Joe brings a broad base of knowledge and expertise to to law firm firms and their clients. He was CEO of one of the nation’s largest structured settlements companies for 25 years, President of a Boulder-based broker dealer, and is a Certified Financial Planner and Certified Structured Settlement Consultant. Joe has served as President and board member of the 800 member National Structured Settlements Trade Association, as an industry panel member of FINRA’s District Three arbitration committee and is a 20 year board member of the Gateway Domestic Violence Center and Denver-based Kabbalah Experience.

Karissa Hearn

Business Development Director,

Ametros

Karissa Connelly Hearn is the Business Development Director for Ametros. Motivated by her passion for helping others, she excels at bringing polarized parties together to resolve issues and overcome settlement barriers. Karissa strives to do the right thing for everyone involved in medical settlement by identifying solutions based on each parties’ best interest and desired outcome. With a Marketing Communications Degree from the University of Colorado and 17 years of experience in Business Development, Karissa is an expert in Workers’ Compensation & Liability Medical Settlement Solutions.

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