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21017 South 220th Street
Queen Creek, AZ 85242
480.592.9570 (Phone)
480.592.9840 (Fax)Patricia has been in the insurance industry for over 25 years. She was born in Idaho but moved to Arizona to attend Arizona State University.
Patricia entered the structured settlement industry 19 years ago. She has worked with self-insured employers, casualty companies, municipalities, and third party administrators in providing claims settlement and financing through utilization of annuities/structured settlements.
The majority of her work performed in tort/personal injury arena. Her expertise in the workman's compensation arena has assisted in settlement of claims in various states including Arizona, Utah, Idaho, Nevada, and Colorado. Patricia has been instrumental in the Nevada worker's compensation arena including legislation and regulations. She has presented several workshops regarding the use of annuities in worker's compensation as well as tort and personal injury.
As a member of numerous organizations such as IAIABC, PRIMA, Arizona Self-Insured Association, Nevada Self-Insured Association, and RIMS, Patricia has a well-rounded knowledge of the structured settlement market.
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1318 2nd Street, Suite 21
Santa Monica, CA 90401
310.481.6035 (Phone)
310.481.6036 (Fax)Chad is a Structured Settlement and Annuity Specialist in the Los Angeles region. He is an attorney with extensive experience in structured settlements, finance and insurance. He works with many prominent law firms in California, along with self-insured organizations, corporations, third party administrators and insurance companies. He works on all types of cases and claims including personal injury and liability, mass tort, medical malpractice and workers compensation. Further, Chad will provide personal consultations and evaluations regarding cases that may merit use of structured settlements and/or annuities.
Chad is a valued team player who facilitates structured settlements and the settlement process. He designs and presents settlement annuity plans, facilitates settlement releases, and effectively works with clients, attorneys and the court. He often attends and participates in settlement conferences, mediations, and other hearings designed to resolve cases. Additionally, he analyzes life care plans and vocational rehabilitation reports and projects future loss of earnings and lifetime medical awards and judgments.
Chad is a graduate of the University of Denver College of Law with a Juris Doctorate degree, and Northwestern University in Evanston, Illinois, with a Bachelors of Arts degree in Philosophy. Chad holds a California insurance license and a Colorado law license.
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260 Newport Center Drive, Suite 100
Newport Beach, CA 92660
949.999.3322 (Phone)
949.999.3375 (Fax)With more than 25 years of structured settlement and insurance expertise, Dan has earned the respect of a diverse client base across the United States who respect his professionalism and commitment to helping find the proper solution for each unique situation.
As a member of the CPCU Society, Dan has served on national Claims, Reinsurance and Risk Management Committees, and has participated as a speaker for several CPCU national and regional symposia. He also conducts educational seminars for lawyers which have been approved by the state Bar of California for Minimum Continuing Legal Education (MCLE) Credit.
Dan serves on the Board of Directors, currently as President-Elect, of the National Structured Settlements Trade Association (NSSTA). Through NSSTA, in cooperation with the University of Notre Dame, he was among the first in the nation to earn his Certified Structured Settlement Consultant (CSSC) designation.
In addition to past involvement with the Society of Insurance Trainers and Educators (SITE), Dan completed additional studies on tax, public benefits, financial planning and related topics through the University of California, Irvine. A former public school teacher and basketball coach, he graduated from The Ohio State University (Bachelor of Science in Education.)
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3711 Alameda de las Pulgas
PO Box 905
San Mateo, CA 94403
650.570.7058 (Phone)
650.345.9555 (Fax)Jim Forner is a 30 year resident of the San Francisco Bay Area. Prior to entering the structured settlement business in 1989, he spent fifteen years as an insurance field marketing officer with responsibilities throughout the Western States. During these years, Jim developed an expertise in life and annuity products and their various applications.
Jim joined Brant Hickey & Associates at the beginning of 2003 as Regional Vice President. He currently concentrates on settlements involving liability, workers compensation and non-qualified taxable claims. He is a member of the National Structured Settlement Trade Association and he makes himself available to teach classes in the fundamentals of structured settlements to various client and industry groups.
Jim is a graduate of the University of California, Santa Barbara.
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13006 E Philadelphia Street, Suite 211
Whittier, CA 90601
562.696.2288 (Phone)
562.789.3900 (Fax) -
3208 Perlett Drive
Cameron Park, CA 95682
530.676.7663 (Phone)
530.676.4582 (Fax)Rob Forner joined Brant Hickey in 2004 and resides in the Sacramento region. Prior to joining Brant Hickey, Rob worked for 12 years as a Cash Manager for a global mutual fund company where he held his Series 6, 7, and 63 licenses. He has also been a member of the Association for Financial Planners. Since joining the structured settlement industry, Rob has built a steady cliental, priding himself with excellent customer service to his customers. He specializes in general liability, workers compensation, and non-qualified taxable claims. In addition to structured settlements, Rob is licensed to a wide array of investment annuities offering near retirees additional choices in the investment world. He is also appointed to handle structured sales transactions for real estate transactions.
Rob understands that each individual has unique needs when it comes to the allocation of their money, whether it is in the form of a structured settlement or part of their retirement nest egg. Rob works diligently to ensure that all options are explored and a proper decision is met.
Rob is a graduate of the University of California, Santa Barbara with a degree in Finance.
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13215 E. Penn Street, Suite 605
Whittier, CA 90602
800.605.9999 (Phone)
888.605.7979 (Fax)Steve Frappier joined Brant Hickey & Associates in September 1999, bringing with him fifteen years of experience in structured settlements. After completing his studies at Cambridge School of Business he began his insurance career with Hartford Life Insurance Company in Boston, Massachusetts.
He moved to California in 1974 and began working as an analyst for a company providing broad litigation support services. Steve developed an early spreadsheet computer model for projecting future wage and benefit loss, personal consumption analysis, future medical care and other elements of special damages.
Steve specializes in analyzing life care plans, economic reports and the design of creative settlement options. He has extensive experience in medical malpractice cases and has also been a guest lecturer at several physicians and hospital meetings.
Mr. Frappier is a member of The Society of Settlement Planners (SSP) and The National Structured Settlements Trade Association (NSSTA). He has earned the designation of Certified Structured Settlement Consultant (CSSC), administered by the NSSTA, and developed in conjunction with the University of Notre Dame Executive Education Department. The CSSC is the structured settlements industry's oldest and most respected designation, establishing educational standards for structured settlement professionals. The CSSC program consists of more than 80 hours of classroom and study culminating in a comprehensive examination and provides an objective measure of an individual's broad based knowledge and competency in structured settlements.
Steve's personal interests include travel, food, wine, and music.
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2555 East Perrin, Suite 104
Fresno, CA 93720
559.225.4251 (Phone)
559.225.5340 (Fax)Tom Roberts began his insurance career in 1971 as a life, health and disability insurance agent for Washington National Insurance Company. In 1981, he formed Roberts Insurance Services, providing life, health and disability insurance products.
Due to an increasing demand from various local casualty companies to settle their claims with a structured settlement annuity, Mr. Roberts added structured settlements to his own insurance business in 1984 and joined Brant Hickey & Associates, Inc in 2004.
Tom has a B.A. degree from St Mary's College of California and has licenses in Life and Health. he is a member of the National Structured Settlement Trade Association and Past Instructor of the Life Underwriters Training Council.
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30251 Golden Lantern, Suite E, PMB 430
Laguna Niguel, CA 92677
949.388.5565 (Phone)
949.388.5566 (Fax)Tim Kosor joined Brant Hickey & Associates in 2004 after serving 2 years with another national structured settlement consulting firm. Tim specializes in the successful negotiation of commercial liability, personal lines, medical malpractice and workers compensation claims through the use of customized structured settlement plans. His responsibilities encompass all aspects of case management, from initial client contact to completion of settlement documents and contract issuance. He has worked with a varied clientele, including personal injury attorneys, casualty companies, self-insured organizations and third party administrators.
Mr. Kosor has over 13 years of experience in the financial services industry. Prior to entering the structured settlement field, he worked for Maximus, Inc. as a Senior Financial Consultant to various public agencies in the state of California. Other experience includes a Personal Financial Planner position with Gateway Investment Services, at which time he gained the Series 6 and Series 63 licenses.
Tim earned both a Bachelors degree in Finance and a Masters degree in International Business from Loyola Marymount University in Los Angeles.
Mr. Kosor is an active member of the National Structured Settlement Trade Association.
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60 Lawson Lane
Ridgefield, CT 06877
203.894.8415 (Phone)
203.505.7103 (Cell)Jim Finger joined Brant Hickey in 2012. Prior to joining Brant Hickey, he was a Senior Economist with Litigation Analytics, Inc. Jim has also been a licensed structured settlement broker beginning in the early 1990s with Structured Financial Associates and, most recently, with Ringler Associates. Prior to joining the structured settlement industry, he spent a number of years on Wall Street as a financial planner and portfolio manager. Jim is a Charter Financial Analyst (CFA) who is an active member the CFA Institute, the New York Society of Security Analysts (NYSSA) and the American Economic Association (AEA). He is also a graduate of the University of Wisconsin, Madison.
Jim specializes in general liability cases. In addition to structured settlement annuity work, he is qualified to critique the economic damages analyses sometimes found in the personal injury claims process. Jim's extensive investment and economics experience provides him with a bedrock foundation for comprehending each individual's unique needs and guiding the allocation of their assets to safely and comfortably meet those needs.
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75 Progress Lane
Waterbury, CT 06705
203.574.4014 (Phone)
203.574.4010 (Fax)Kyle has over a decade of experience with individual and institutional life products as well as annuities with financial institutions including Hartford Life Insurance and First Investors Corporation.
As a Registered Representative, Kyle provided financial planning for investors and specialized training in retirement planning, including IRA Rollovers and personal pension plans. As an Account Manager he was involved in the development, marketing and sales of individual annuity products including fixed, variable, and immediate annuities in Hartford Life's $12 billion Individual Life and Annuity Division.
As a Sales Consultant with Hartford Life's Institutional Investment Products Division, he worked with a variety of clients in the public and private sector that included brokers, lawyers, consultants, plan sponsors and was responsible for generating over $4 billion in sales. Kyle's experience with Guaranteed Investment Contracts, Funding Agreements, Group Annuity Contracts as well as individual immediate annuity contracts enables him to develop unique solutions for individuals as well as institutions.
His NASD licenses include: Series 6 - Registered Representative, Series 26 - Principal, Series 63 - Blue Sky, and Series 65 - Registered Investment Advisor. Kyle also holds his life, variable life and variable annuity licenses in over 45 states.
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PO Box 1661
Sanford, FL 32772
407.330.2171 (Phone)
407.330.2118 (Fax)John Cranias joined Brant Hickey in January of 2008 and currently works in the Orlando office. His primary concentration is within tax free Structured Settlement annuity products, arising from product liability, general liability, medical malpractice, and commercial auto claims. Mr. Cranias also has extensive experience using Non-Qualified annuity products such as structured sales, attorney fee structures, and disability and divorce settlements, including child support and alimony.
Mr. Cranias is a licensed life and variable annuities agent and a licensed primary and secondary lending agent. As a senior loan consultant for over ten years, he concentrated on the primary and secondary lending markets, assisting his clients with complex financial transactions both in the residential and commercial areas. He has been recognized with numerous awards for his exceptional work as a top producer in the industry. His experience within the Structured Settlement and lending arena, combined with his dedication to service and strong work ethic, help to ensure that his client's best interests are always considered.
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PO Box 1661
Sanford, FL 32772
407.330.2171 (Phone)
407.330.2118 (Fax)Ted Cranias joined the Brant Hickey team in 2002 to lead the new Orlando, Florida office location. Mr. Cranias' main focus is concentrated in Product Liability, Medical Malpractice and Workers Compensation cases. This also includes Medical Set-Asides and Custodial Medical Accounts. He is a licensed insurance agent and a member of the National Structured Settlements Trade Association.
A seasoned entrepreneur, Mr. Cranias has had numerous successes in both domestic and international start-up companies since 1996. He has developed significant experience in administrative tribunals as well as the federal courts. Although he is not an attorney, he has appeared before the State of Florida Division of Hearings and Administrative Appeals (responsible for workers compensation adjudication) and the U.S. District Court for the Middle District of Florida to assist in the speedy resolution of pending settlements.
Mr. Cranias graduated Cum Laude from John B. Stetson University in 1993 with a Bachelor's degree in Business Management. Often sought after as a speaker, he is most frequently heard at the Stetson University School of Business on the subject of entrepreneurial endeavors and the perils of civil liability. He has provided advice and consultation to local municipalities in the matters of Historical Business Districts, a special program of the National Park Service, U.S. Department of the Interior.
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1403 Maclay Commerce Drive
Tallahassee, FL 32312
850.894.8222 (Phone)
850.894.8228 (Fax)Will Messer graduated from Mercer University located in Macon, Georgia in March 1993. He is married with three children and lives in Tallahassee, Florida where he has been working in the insurance field for more than ten years. Will holds a 2:20 property and casualty license as well as a 2:18 life and variable annuity license. He has served on the Florida Joint Underwriting Association appointed by Tom Gallagher, Florida's Chief Financial Officer and has served as the local President for the Independent Insurance Agents of Tallahassee.
Will has experience providing settlement options for multiple carriers as well as working to bring settlement solutions for complicated worker's compensation cases. Will wants to be everything and more for those he represents and believes his relaxed, but confident approach can be an asset for you.
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3951 Snapfinger Parkway, Suite 201
Decatur, GA 30035
404.288.2422 (Phone)
404.288.2340 (Fax)Hyrom McCall is an experienced professional specializing in designing and structuring settlements for personal injury cases and clients with special needs. He has more than 30 years of diversified insurance experience, including Investigation, Worker's Compensation and Liability and 20 years specializing in the annuity business. His broad background in litigation and structured settlements bring an invaluable asset to the settlement table.
Hyrom works with a myriad of individuals, including risk managers, claims personnel and attorneys to effectively design and negotiate structured settlements in a wide range of areas. He has worked with Special Needs Trust and assisted attorneys in reaching settlement when SSI and Medicaid benefits are involved. He also assists the attorney in determining accurate distribution to meet the needs outlined in Life Care Plans.
As a Structured Settlement Specialist, Hyrom adds value to the resolution of every case by providing on-site settlement conference assistance and negotiation support, balancing the need and ability to obtain/maintain private and governmental benefits and assist with Special Needs Trusts, developing Financial Needs Analysis which incorporate experts' economic reports and life care plans, attorney input and the client's social and financial data and designing creative programs to replace lost income and provide future care for both large and small cases, using structured settlement annuities.
Prior to joining the Insurance industry, Hyrom taught Biology and Physical Science for the Houston County Board of Education. With his teaching background, he is able to thoroughly instruct beginning technicians the art of settling cases utilizing the structured settlement process.
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3951 Snapfinger Parkway, Suite 201
Decatur, GA 30035
404.288.2422 (Phone)
404.288.2340 (Fax)Stacy McCall has over 17 years of experience in the Structured Settlement industry. As a Structured Settlement Specialist, Stacy adds value to the resolution of every case by providing on-site settlement conference assistance, settlement document assistance and circulation to protect the interest of the Insurance Carrier and/or Defendants, Financial Needs Analysis which incorporate experts' economic reports and life care plans, attorney input and the client's social and financial data, and designs creative programs to replace lost income and provide future care for both large and small cases, using structured settlement annuities.
Noted for outstanding problem-solving abilities and breaking conventional molds in effectively resolving issues, Stacy has been instrumental in the successful conclusion of numerous cases involving clients with special needs. Her expertise in designing creative structured settlements to meet the individual needs of each claimant enables her to provide invaluable assistance to her clients throughout the entire settlement process.
Stacy graduated from Howard University, in Washington, D.C. where she obtained a Bachelor of Science degree in Microbiology.
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5875 West Harbor Drive
Coeur D'Alene,ID 83814
208.667.5762 (Phone)
208.667.5959 (Fax)Robert Nonini is a life long resident of north Idaho. He has spent the last twenty years in the financial services industry with the last ten years specializing in structured settlements. Robert covers the Pacific Northwest to include Alaska, Washington, Idaho, Oregon and also does work in Montana, Utah and Wyoming. Robert's business is an even blend of personal-injury, wrongful death and workers compensation with a growing emphasis on non-personal injury and the use of structured settlements to resolve those cases.
Robert is quite active both locally and statewide. He has recently been elected to the Idaho House of Representatives. He will represent Legislative District 5 beginning in January 2005. Numerous insurance company organizations and the Idaho Trial Lawyers Association endorsed Robert. He is immediate past president of the Idaho Association of Insurance and Financial Advisors. He is a current member of the Coeur d'Alene Rotary Club, having served as president in 1995-96. Robert also volunteers at the local Senior CitizenŐs Center.
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216 S Jefferson Street, Suite 201
Chicago, IL 60661
312.831.0770 (Phone)
815.642.9185 (Fax)Henry Barkhausen entered the structured settlement industry in 1992. His professional background includes eighteen years in finance and capital marketing, including being managing director of an investment bank and treasurer of a Fortune 500 company. His many responsibilities have also included risk management and investment management.
Mr. Barkhausen's experience in structured settlements has been primarily in the area of medical malpractice, liability, product liability and workers' compensation. He has great success with highly complex cases involving funding life care plans for severely disabled individuals where he coordinates the care planning phase, and determines the optimum funding method.
His financial analysis and planning expertise have proven beneficial in dealing with the financial and tax aspects of structured settlements. Mr. Barkhausen has the ability to design optimum structured settlements for plaintiffs and to sell the proposals to all parties effectively answering any comments, questions or objections raised by plaintiffs or their attorneys.
Henry has an MBA from the University of Chicago. He holds licenses in Life and Health and is a licensed CPA. He is a member of the National Structured Settlement Trade Association.
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2000 Landwehr Road
Northbrook, IL 60062
847.715.4886 (Phone)
847.291.7687 (Fax)Tom worked in CNA's "in house" structured settlement program in the early 1980s, was a structured settlement consultant for a dozen years with a Texas-based firm, and was a Director in the structured settlement operation of Allstate Life Insurance Company for five years. He joined Brant Hickey & Associates in November of 2001.
Tom has experience in structuring a wide variety of cases, including general liability, product liability, workers compensation, medical malpractice, municipal liability, and "taxable tort" cases, such as employment claims. He designs and effectively presents well thought out settlement plans that address the needs of injured claimants, maximize the value of defense settlement dollars, and get cases closed.
Tom is a graduate of the University of Illinois, Northern Illinois University and the University of Chicago, and holds several advanced degrees. He is a long-standing member of the National Structured Settlement Trade Association, and has earned the following financial industry designations: Certified Structured Settlement Consultant, Associate in Risk Management, and Certified Financial Planner™.
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The Starks Bldg, Suite 445
455 South Fourth Street
Louisville, KY 40202
502.583.2858 (Phone)
502.583.2958 (Fax)Pam has significant experience in the insurance industry, the majority of which was with The Chubb Group of Insurance Companies. Pam has held various positions throughout her career, with an early emphasis on mass tort liability. Fluent in Spanish, she also has experience working overseas, spending three years supervising property and casualty claims for seven Latin American Countries. Pam also worked directly with Fortune 500 and Fortune 1000 account executives in the establishment and coordination of account handling specifications for larger risk management accounts mostly where workers compensation issues were the driving force.
After twelve years of exposure to and utilization of structured settlements as an effective litigation management tool, Pam joined AEGON Structured Settlements as a Regional Vice President. She was responsible for product development and sales initiatives for both Monumental Life and the Transamerica Companies and worked with structured settlement brokers located throughout the United States and Puerto Rico.
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31638 River Pines Drive
Springfield, LA 70462
225.294.5400William P. Adams began his career adjusting claims for the Baton Rouge Claims Service. While at the Baton Rouge claims Service, he was elected President of the Independent Adjusters of Louisiana. From there he joined the Aetna Life & Casualty company handling heavy casualty claims to include the offshore risk, Jones Act Seamen, USL&H claims. From the Aetna he joined Corporate Group, the special risk-self Insurance branch of Frank B. Hall Company as regional manager of their operations. His responsibility was that of sales, marketing and claim administration with a full staff of personnel. In 1993 he entered the structured settlement field as a structured settlement broker and has remained full time in this field. He is past president of the Baton Rouge Claims Association and remains an active member of that organization.
He is an active member of the Louisiana Claims Association and has served as a Director of that organization. He is a member of the National Structured Settlement Trade Association, and Past President of the Baton Rouge Claims Association.
He is a Louisiana Certified Claims Professional.
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618 SE 4th Street
Lee's Summit, MO 64063
816.246.5400 (Phone)
816.246.5404 (Fax)Mr. Caldwell has been involved in the insurance industry since 1986. Daniel has a broad range of expertise in many facets of the business. Having been a claims supervisor and agency manager, Daniel knows first-hand how to use structured settlements as a win/win for all parties involved.
Daniel has provided continuing education for hundreds of insurance professionals and has a knack for explaining complex concepts in layman's terms. He feels this ability gives him an edge when designing and promoting the benefits of structured settlements.
Licenses and Affiliations:
President, Caldwell Capital Resources, Inc.
Insurance Licenses: Life, Health, Adjusters, Multi-line(Multiple States)
Member of NSSTAEducation:
Angelo State University, B.A.
Certified Structured Settlement Consultant (CSSC) from NSSTA, in cooperation with University of Notre Dame
Associates in Claims -- Insurance Institute of America
Certified Mediator -- Dispute Resolution of Tarrant CountyPersonal:
Wife - Carolyn (Hospital CEO)
Kids - Jonathon and Monique
Frequent speaker for youth groups and organizations, has received many awards for sales and business success, and loves to travel. -
15101 W 154th Terrace
Olathe, KS 66062
913.952.4962 (Phone)
913.712.8074 (Fax)John Roudebush has been in the insurance industry since 1987, specializing in the structured settlement arena since 1990. His insurance background consists of directly handling complex litigated claims in personal and commercial lines, as well as structured settlement work both for an in-house insurance operation as well as outside independent brokerages.
John provides assistance to major casualty carriers, the court, and attorneys in a variety of claims, such as auto, general liability, medical malpractice and workers' compensation. He handles all aspects of the structured settlement, from the tailoring of a custom financial plan to finalizing documents and court approval.
John earned a Bachelor of Science degree in Business Administration from California State University, Long Beach, the Certified Structured Settlement Consultant (CSSC) from NSSTA, in cooperation with University of Notre Dame, and also holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College. John is also a member of the National Structured Settlement Trade Association (NSSTA).
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9 Beards Landing
Durham, NH 03824
877.661.5678 (Phone)
877.661.5679 (Fax)John brings both legal and claims experience to his clients. John most recently served as a civil litigation attorney in the New Hampshire Attorney General's Office, practicing in both state and federal courts. John handled complex litigation filed against the State and its employees.
John served as a Claims Judge Advocate at the US Army Claims Service. In this capacity, John evaluated, negotiated, and settled high value tort claims filed against the Army under the Federal Tort Claims Act in various jurisdictions. Subject matter included medical malpractice, wrongful death, personal injury, toxic and environmental, and property damage. John was responsible for interviewing claimants, witnesses, doctors, and expert witnesses; John also utilized expert opinions, economic reports, life care plans, structured settlements and medical trusts to negotiate settlements requiring approval by the Department of Justice and the Assistant U.S. Attorney General.
John began his legal career as a Judge Advocate General in the Army. In his first assignment, John provided legal counsel to Soldiers and their families on matters involving taxes, wills/trusts, estate planning and various other personal and family matters. John developed a deep appreciation and understanding for the various challenges people and families face on a daily basis.
John received his B.A. from the College of the Holy Cross where he was a Division I lacrosse goalie and Army ROTC Battalion Commander. He received his J.D. from the Villanova University School of Law where he served on the Honor Board. He is licensed to practice law in New Hampshire and Pennsylvania.
John and his wife Katy (a family doctor) reside in Durham, New Hampshire. They have two children, Jack and Maggie. Both are active members of their communities.
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10234 Gelfand Place
Albuquerque, NM 87114
505.922.1254 (Phone)
505.922.1256 (Fax)Pauline has worked for CNA Insurance Company, General American Life Insurance Company and Transamerica, both in corporate and brokerage offices. Her positions included Quote and Proposal Generation, Licensing and Contracting, Compensation Reconciliation for Agents and Brokers, Policyholder Service, New Business Manager, and Office Manager.
Pauline has served as a structured settlement company Operations Administrator and Office Manager administering all facets of Home Office Operations.
Pauline supports structured settlement brokers in the field including mediations, primary licensing, renewals and appointing both officers and the corporation, in all 50 states.
She has licenses in Life and Health. Pauline is Past Vice President of Pasadena Life Underwriters Association, Past Committee Chair for Life Underwriter Training Council and Past Committee Chair for Fundraising.
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706 East Avenue
Rochester, NY 14607
585.241.2033 (Phone)
585.585.325.8232 (Fax)Bill utilizes his financial and insurance background to attend the needs of a diverse clientele. He joined Brant Hickey in 2003 bringing with him 15 years of financial experience. He currently holds a position on Construction Finance Management AssociationŐs Emerging Issues Subcommittee a national association which examines Insurance and Financial exposure drafts purposed through FASB and the IRS.
Subsequent to joining Brant Hickey as an Associate, he worked with Fleet Investment Advisor as a Trust officer and Prudential Securities as an Investment Professional. His unique knowledge of trust doctrine, investment capabilities and Structured Settlements facilitate the institution of a proper strategy for client success. We welcome BillŐs 21st century view of the financial horizon and herald the impact of holistic planning on the success of our clients.
Bill attained a Bachelors of Science degree in Accounting and Finance from RIT. He currently holds a Series 7, 63 and 65 NASD license.
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7 Peter Court
St. James, NY 11780
631.670.7693(Phone)
631.670.7695(Fax)George is a native of St. James, New York, married, and has three children. George entered the financial industry in 1987 after attending Saint John's University in Jamaica, NY and Saint Francis Preparatory in Fresh Meadows, NY. His principle activity is to recommend and service the insurance and financial products that helps his clients meet their various short and long term objectives. Since establishing his business he has been helping successful business owners and their families plan for business succession and estate distribution, along with preservation retirement planning. In addition, he continues to assist a growing list of over 1,500 clients developed since 1987.
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66 Will Way Drive
Carmel, NY 10512
845.228.1524 (Phone)
845.228.4676Joe Munoz entered the insurance business as an independent broker in August 1973. Within two years a large portion of his personal production was attributable to the sale of business insurance, such as Property & Casualty, Life, Annuities, Disability, etc. The involvement with these insurance products, along with his accounting practice, laid the foundation for his involvement in the emerging industry of structured settlements in 1979. During the following years, he developed a very successful structured settlement and insurance business . These years allowed him to develope national and local business contacts and become familiar with the casualty claims process. Mr. Munoz joined Brant Hickey in 2004.
Mr. Munoz has a B.A. degree from New York City College. He holds licenses in Life and Health, and Property & Casualty.
He is a member of the National Structured Settlement Trade Association.
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3033 NW 63rd Street, Suite 201E
Oklahoma City, OK 73116
405.840.1611 (Phone)
405.840.2611 (Fax)Don Lake, Jr. began his career over 35 years ago as a life and health agent. He has numerous marks and professional designations. He obtained his Series 7 License and became a Registered Investment Advisors in 1986. He received the mark of Certified Financial Planner (CFP) from the College for Financial Planning, Denver, in 1988. He received his Series 24 Securities Compliance Certificate in 1989. He received the certificate of Certified Structured Settlement Consultant (CSSC) in 1994 from NSSTA, in cooperation with University of Notre Dame.
He provides continuing education credit education for licensed adjusters in Oklahoma and Texas, Certified Public Accountants, and mandatory continuing education credits for members of the Oklahoma Bar.
His consultation experience includes tort, medical malpractice, workers compensation, marriage dissolution, child support, and employee discrimination.
His service includes life care plan pricing, competitive quotes, and prompt service. His administrative staff provides professional assistance with closing documents on all cases.
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1810 Mt Nebo Road
Sewickley, PA 15143
800.364.6488 (Phone)
412.356.1011 (Fax)In addition to his duties as senior manager for Brant Hickey, David specializes in the areas of handling complex claims from a structured settlement solution perspective. Over his nearly two decades in the field, Mr. Hickey has assisted clients across the globe in providing structured settlement assistance to a variety of cases. Most recognizable are his efforts in high profile cases including Pan Am 103 Lockerbie, Scotland, 911 Victims Compensation Fund, Combe South Landfill, Korean Air 801, World Trade Center, Silk Air 185 and numerous U.S. Department of Justice cases involving pollution and medical malpractice matters. Using Capital Needs Analysis, David often creates innovative financial solutions which result in earlier case settlement with preservation of both expense and time. Mr. Hickey has pioneered partnership arrangements to provide life care planning and economic analysis for a multitude of exposures. He regularly meets with his clients and attends all settlement conferences and mediations to provide on site counsel and presentations.
David strives to create bridge solutions that allow both parties in an action to reach a successful conclusion. Once the case is concluded Mr. Hickey oversees all document production to insure a smooth and seamless conclusion. His knowledge of regulatory agencies, government offices and the carrier marketplace is a key factor to his high success rate in structuring outcomes for his clients. Current representations include Chartis Insurance, CNA Insurance, Pa Medical Catastrophe Loss Fund, US Army Claims Service, US DOJ, University of Pennsylvania and numerous public and private enterprises. David also works closely with Feinberg and Rozen developing innovative solutions to long term pollution, asbestos and other mass tort injury matters.
Mr. Hickey oversees the areas of specialized services for complex claims involving wrongful death, product liability, medical malpractice and mass torts. David has pioneered a partnership arrangement, which provides life care planning, medical case management and economic loss analysis for clients seeking to successfully negotiate case settlement. He also has responsibility for attending settlement conferences and mediations on behalf of Fortune 500 clients, insurance carriers and U.S. governmental agencies.
Mr. Hickey is holder of the Society of Chartered Property and Casualty Underwriters (CPCU) designation, and a graduate of the Leadership Pittsburgh program. He is a member of the National Structured Settlement Trade Association (NSSTA) and has served on the Legislation and Regulation Subcommittee.
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4 Dawn Drive
Millersburg, PA 17061
717.439.6207 (Phone)
717.692.2428 (Fax)Dawn Lisi brings over twenty years of relevant experience to her structured settlement clients. She has extensive legal experience in both the private and public sectors. After graduating from law school, Dawn practiced law with a private firm. She then spent seven years at the Pennsylvania Insurance Department, where she was responsible for negotiating, settling and structuring multi-million dollar medical malpractice claims. She currently acts as a broker for clients in all types of injury cases. Dawn received her B.S. in Education from Indiana University of Pennsylvania and her Juris Doctorate from Pennsylvania State University. She is a member of the Pennsylvania Bar Association and the National Structured Settlement Trade Association. When not working, Dawn enjoys traveling, hunting and volunteering at her church.
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5521 N Front Street
Harrisburg, PA 17110
717.599.5640 (Phone)
717.599.5648 (Fax)Deryck Henry brings experience and expertise to the structured settlement industry. Mr. Henry received his undergraduate degree in Business from Howard University. Upon graduation, he worked at General Electric and Air Products and Chemicals before attending law school.
After earning a law degree from Widener University School of Law, Mr. Henry was an attorney for the Pennsylvania Medical Professional Liability Catastrophe Loss Fund where he negotiated, settled and structured multi-million dollar medical malpractice claims.
Deryck is a member of the Illinois, New Jersey and Pennsylvania bar associations. In addition, he has lectured extensively about negotiating and structuring settlements.
Deryck's combined legal and business expertise gives him unique insight into structuring settlement agreements.
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1810 Mt. Nebo Road
Sewickley PA 15143
800.364.6488 (Phone)
412.356.1011 (Fax) -
1810 Mt Nebo Road
Sewickley, PA 15143
800.364.6488 (Phone)
412.356.1011 (Fax)Gary L. Brant specializes in the design and implementation of structured settlements involving annuity products and settlement trusts throughout the United States. A pioneer in the field of settlement annuities, he has served Fortune 500 companies, insurance companies, government agencies, and law firms. Since 1981, Mr. Brant has participated in more than thousands of cases involving structured settlements, including cases in Singapore, Korea, Mexico, London, and South America.
Specializing in catastrophic medical malpractice, environmental, aviation, workers' compensation, general tort, and worker's compensation portfolio liabilities, Mr. Brant is often the facilitating link between plaintiff and defense. His skills ensure successful claims resolution by highlighting the many benefits of the tax-free, guaranteed payments of structured settlements.
Mr. Brant graduated from Mount St. Mary's College with a degree in business and finance. He has published several articles on the advantages of structured settlements, and has served on many committees of the National Structured Settlement Trade Association (NSSTA), including Chairing the Public Relations Committee of the NSSTA, The Marketing Committee, Long Range Planning Committee, and The Legislation/Regulation Committee.
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2 N Charlotte Street
Manheim, PA 17545
717.665.0667 (Phone)
717.665.0668 (Fax)LeAnne combines her legal and claims backgrounds to serve a wide variety of clients. She entered the structured settlement industry in 2002 and has been with Brant Hickey since 2007. Her insurance career began in 1995 with Nationwide Insurance, where she held the positions of commercial claims adjuster, regional claims counsel, and regional vice president with Financial Settlement Services. She also served on several project management teams within the national claims organization.
LeAnne is admitted to the PA bar and is an active member of numerous bar and claims associations. She is also a member of the National Structured Settlement Trade Association where she has served on several committees. She is a frequent speaker for industry groups, continuing legal education programs, and in-house training sessions.
LeAnne earned the Certified Structured Settlement Consultant (CSSC) designation through the University of Notre Dame Executive Education Program. She also holds a J.D. from the Dickinson School of Law of the Pennsylvania State University and a B.A. with honors from California University of Pennsylvania.
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433 Burmont Road
Drexel Hill, PA 19026
800.257.4580 (Phone)
610.284.3823 (Fax)Ray Nolen began his insurance career in 1985 in the medical malpractice industry and entered the structured settlement field in 1990. For over 15 years Ray has structured an array of cases ranging from automobile to medical malpractice to workers' compensation.
Ray earned his Bachelor of Science degree in Business Administration from Bloomsburg University. He holds the designation of Certified Structured Settlement Consultant (CSSC), conferred by the National Structured Settlement Trade Association in cooperation with the University of Notre Dame.
A sought after speaker, Ray is a member of many industry groups and serves on several community boards and committees.
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1810 Mt Nebo Road
Sewickley, PA 15143
800.364.6488 (Phone)
412.356.1011 (Fax)Renee Hoggay is the newest member of the Brant Hickey & Associates team, joining the company in October of 2010. A transplant from Illinois, Renee' has spent the last ten of her professional years in numerous sales capacities for national foodservice and broker organizations.
Renee's attention to detail, pro-active approach to business, and strong rapport with management and customers alike resulted in her unofficial role as the nationwide trainer of fellow peers.
Renee' attended Northern Illinois University and the University of Illinois receiving a B.S. in Business Administration with honors from the latter. She was a member of the American Marketing Association while a student at NIU.
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1810 Mt. Nebo Road
Sewickley PA 15143
800.364.6488 (Phone)
412.356.1011 (Fax) -
463 Mountain View Drive
Colchester, VT 05446
802.654.1113 (Phone)
802.655.6624 (Fax)ejk@kronkfinancialservices.com
Eric Kronk has worked in the Insurance and Financial Services Industry since 1990. With his team at Kronk Financial Services, Eric specializes in designing "best-fit" financial programs for personal injury victims and their families. The "best fit" typically includes the coordination of a structured settlement with existing financial programs, and may incorporate one or more trusts to enhance portfolio financial protections and performance.
Eric has successfully negotiated and designed structured settlements to resolve a broad range of tort actions. These include: workers compensation, Medicare Set-Asides, toxic tort, medical malpractice, catastrophic injury, and wrongful death actions. Kronk Financial Services, LLC provides support with many key components of the claims negotiation and settlement process. This support includes assisting attorneys with drafting settlement documents to ensure the tax-advantaged status of future structured payouts, whenever possible.
Eric received his B.A. Honors degree from McGill University, his Juris Doctor from Vermont Law School, and is a Life Underwriter Training Council Fellow with the American College. He resides in Burlington with his wife Catherine, and their three children. Eric is an active participant with many community and sports events.
