A profession built around the people we serve.
The Society of Settlement Planners exists to advance the practice, standards, and integrity of settlement planning on behalf of injury victims and the professionals who advise them.
Comprehensive settlement advice, delivered with integrity.
SSP provides professional, comprehensive settlement advice to recipients of legal settlements and supports the professionals who advise them. We elevate the practice through community, education, and shared standards.
Product-neutral. Planning-focused. Standards-driven.
We envision a profession in which every settlement planner operates under clear, client-first standards — and where injury victims can trust that the advice they receive reflects their long-term interests, not the sale of a product.
Our Mission
The Society of Settlement Planners has a simple vision: to provide professional, comprehensive settlement advice to all recipients of legal settlements.
The mission statement of the SSP states that SSP members are "devoted to advising legal professionals and their clients in the negotiation, design and funding of legal settlements, addressing the diverse needs of injury victims and their families while maintaining available public and private assistance programs and promoting the proper application of, and safeguards for, the tax and financial remedies afforded recipients of tort recoveries."
A quarter century of building the profession.
Founded in the year 2000, SSP was one of the first associations created specifically for settlement planners. From the beginning, our work has focused on professionalizing the field on behalf of the clients it serves.
SSP created the Registered Settlement Planner (RSP) certification program, published the Settlement Planning Practice Standards, and operates and administers the RSP program and curriculum.
Board Members
Executive Officers
Sean Pendray
President
Mark Vroman
President-Elect
Kimberly Drew-Collins
Vice President
Steve Halterbeck
Treasurer
Daniel Maxwell
Secretary
Board of Directors
Sean Pendray
Joseph Tombs
Steve Halterbeck
Paul Isaac, Jr.
Mark Vroman
Jeremy Babener
Joe Di Gangi
Rhonda Bentzen
Stacy Scrip
Ryan Garrison
Chris Bua
Kimberly Drew-Collins
Rachel McCrocklin
Jenny Sciadini
Ben Tiefenback
"We are building something more than an industry. We are building a real profession — one defined by love, compassion, and service to vulnerable clients, and grounded in real fiduciary standards."
Registered Settlement Planner Designation
The Registered Settlement Planner (RSP) program was initiated in 2007 with the goal of developing a rigorous educational curriculum specific to settlement planning.
The Registered Settlement Planner designation is awarded by the Registry of Settlement Planners. The educational program was developed in conjunction with Texas Tech University and is operated and administered by the Society of Settlement Planners.
To earn the Registered Settlement Planner designation, each applicant must:
- Complete the three courses in the RSP curriculum
- Submit a comprehensive settlement plan for review by the Society of Settlement Planners
- Agree to abide by the RSP Standards of Professional Conduct
- Agree to fulfill the RSP continuing education requirements
Those settlement planners who have earned the Registered Settlement Planner designation have demonstrated a mastery of settlement planning principles and a dedication to comprehensive expertise.
Anthony Alfieri
alfieri@settlepro.com
Settlement Professionals, Inc.
WA
Samuel Belknap
belknap@structurepro.com
Settlement Planners, Inc.
CA
Richard Bishop
bishop@structurepro.com
Settlement Planners, Inc.
CA
Terrance Clauretie
Dustin Cordell
cordell@amicusadvisors.com
Amicus Settlement Planners, LLC
TX
Graham Craig
gcraig@towerwealthadvisors.com
Tower Wealth Advisors
IL
John Darer
jdarer@4structures.com
4Structures
NY
Robert Davis
rdavis@advocacywealth.com
Advocacy Wealth Management
GA
Charles Derenne
chuck@plaintiffbroker.com
Premier Settlement Services, Inc.
WI
Kimberly Drew
kimberly@mirenaandco.com
Mirena & Company
GA
Marcela Espinosa
mespinosa@forgeconsulting.com
Forge Consulting, LLC
GA
Steve Halterbeck
shalterbeck@dadco.com
Robert W. Baird & Co.
CA
Kent Hansen
Structured Legal
Tombs Maxwell LLP
UT
Joe Havasy
jhavasy@advocacytrust.com
Advocacy Trust
GA
Rush James
rushjames44@gmail.com
Advocacy Wealth Management
GA
Thomas Johnson
tmjohnson@forgeconsulting.com
Forge Consulting, LLC
GA
Paul Lesti
paul@lesti.com
Lesti Structured Settlements, Inc.
CA
David Lillie
davidlillie98@gmail.com
Lillie Financial
ON
Patrick Lillie
Patrick.lillie@shaw.ca
Lillie Financial
ON
Jack Meligan
meligan@settlepro.com
Settlement Professionals, Inc.
OR
Michael Murphy
michael@mrmurphylaw.com
Murphy Law
NM
Sean Pendray
sean@pfaplanning.com
Pendray Financial Advisory
FL
Larry Peterson
peterson@amicusadvisors.com
Amicus Settlement Planners, LLC
UT
Steven Pilger
spilger@cornerstonesettlements.com
Cornerstone Settlement Services, LLC
AZ
Dick Risk
dick@risklawfirm.com
Risk Law Firm
PA
Joseph Schell
jschell@forgeconsulting.com
Forge Consulting, LLC
AL
Stacy Scrip
sscrip@capitalfirsttrust.com
Capital First Trust
WI
John Stone
jstone@advocacywealth.com
Advocacy Wealth Management
GA
Joseph Tombs
tombs@amicusadvisors.com
Amicus Settlement Planners, LLC
TX
Patrick Tombs
patrick.tombs@tombsmaxwell.com
Amicus Settlement Planners, LLC
TX
David Tombs
david@amicusadvisors.com
Amicus Financial Advisors
TX
Jake Tornow
jtornow@forgeconsulting.com
Forge Consulting, LLC
GA
Bethany Wheeler
bwheeler@advocacywealth.com
Advocacy Trust Solutions
GA
Victor Wilkerson
vwilkerson@advocacywealth.com
Advocacy Wealth Management
GA
Robert Wright
rwright@advocacywealth.com
Advocacy Wealth Management
GA
Nesha Zeigler
nzeigler@advocacywealth.com
Advocacy Wealth Management
GA
Settlement Planning Practice Standards
Settlement Planning Practice Standards are developed by the Society of Settlement Planners (SSP) Board of Directors and are effective following adoption by the SSP Board on August 8, 2017.
These Practice Standards are intended to:
- Benefit consumers of settlement planning services;
- Assure that settlement planning is practiced by professionals and based on established norms of practice;
- Advance professionalism in settlement planning; and
- Enhance the value of the settlement planning process.
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