About Us
Amicus Settlement Planners, LLC is comprised of attorneys and planners who specialize in handling the legal and financial issues that arise at the time of settlement.
Our mission
Your Settlement Resource
Our Mission
Our mission at Amicus Settlement Planners is to be the premier, comprehensive resource for all of the financial and legal issues that arise at the time of settlement.
your settlement resource
As a personal injury attorney, you have to navigate a myriad of issues in working up, negotiating, settling, and trying cases.
Once a case nears settlement, a new multitude of issues arise. Let us help you handle those settlement-related issues so you can focus on advocating for your clients.
our experts
Meet Our Team
Greg Maxwell, JD, MS, CFP®
Settlement Planning Attorney
Click here to read Greg Maxwell's full profile
Daniel Maxwell, JD
Settlement Planning Attorney
Click here to read Daniel Maxwell's full profile
Bryce Maxwell, CPA, MACC
Settlement Tax Specialist
Click here to read Bryce Maxwell's profile
Logan Smith
Director of Attorney Tax Planning
Click here to read Logan Smith's profile
Marco Figueroa, CFP®, AFC®
Settlement Planner
Click here to read Marco Figueroa's profile
Jenny Hamblin
Director of Communication & Client Success
Click here to read Jenny Hamblin's profile
Gaby Ojeda
Senior Administrative Assistant
Click here to read Gaby Ojeda's profile
Our Story
A Note from Greg Maxwell
I started out my career working at a personal injury law firm. I was at the bottom of the totem pole—so I was handed a lot of the issues the partners in the firm didn't want to handle. I quickly realized that the issues I was being asked to deal with weren't related to personal injury law.
Rather, I was routinely asked to navigate settlement-related issues (government benefits planning, structured settlement annuities, Medicare Secondary Payer Act compliance, etc.). In seeking guidance, I found that I was dealing with topics outside the expertise of my law firm.
I was so swamped trying to work on the personal injury cases that I felt overwhelmed by all the complexities with these settlement-related issues.
I realized that I could not adequately help clients both as a personal injury attorney and as someone helping with all the government benefits and settlement-related issues. I knew I had to focus on one path...and I chose to focus on settlement planning. I knew there were other people out there—just like me—who were trying to wear too many hats.
Through one of my law school professors, I was connected with a professional who did settlement planning. I realized then that it was possible to outsource the entire hassle, time suck (and liability) to someone who focused solely on settlement-related issues.
I decided to leave the personal injury firm and join that settlement planning firm. I figured that there were other personal injury firms out there like the one I was at that needed help — and I loved the feeling of helping solve settlement-related issues for clients.
After spending a few years learning how to be a settlement planner, I decided that it was time to start out on my own. While I learned a lot from my years as an understudy, I realized that as an attorney I could provide more comprehensive solutions than those of my mentor. As a result, I co-founded Amicus Settlement Planners, LLC to focus exclusively on the legal and financial issues that arise at settlement.
For the past 20+ years, Amicus has been helping attorneys and their clients across the country. We take great pride in being able to help attorneys navigate the maze of settlement-related issues—while helping personal injury clients at one of the most stressful times of their lives.
Our goal at Amicus is to be the premier, comprehensive resource for all of the financial and legal issues that arise at the time of settlement.
With Amicus, you don’t need to call one firm for a structured settlement, another for an attorney fee deferral, and another for a special needs trust. We handle all of these issues (and more) in-house.
We'd be honored to help you and your clients handle settlement-related issues so that you can focus on what you do best: advocating for your clients.
If we can be of service on a case—or even if you just have a question—please don't hesitate to reach out.
Greg Maxwell
Settlement Planning Attorney & Certified Financial Planner
Co-Founder, Amicus Settlement Planners, LLC
Bryce Maxwell
CPA, MACC
Bryce is a Certified Public Accountant (CPA) located in Amicus’ Lehi, Utah office.
Prior to joining Amicus, Bryce worked at Ernst & Young (EY) as a manager (EY is one of the “Big Four” accounting firms), at Rio Tinto as an Assistant Controller (Rio Tinto is the world’s second largest metals & mining corporation), and at Cottonwood Residential as the Director of Accounting (Cottonwood is a $2.5 Billion-dollar Real Estate Investment Trust).
Bryce received his Master of Accountancy (MAcc) from the Marriott Business School at Brigham Young University. Bryce received his B.S. from Brigham Young University in Accounting & Information Systems.
You can reach Bryce Maxwell at [email protected].
Logan Smith
Director of Attorney Tax Planning
Logan is the Director of Attorney Tax Planning at Amicus Settlement Planners.
Before joining Amicus, Logan worked with a Utah-based intellectual property law firm and a few locally based software technology companies, working in sales and client success. His background in complex client matters and financial-adjacent roles gives him a strong foundation for guiding attorneys through the tax planning strategies available at the settlement stage. Logan graduated from Brigham Young University with a degree in Business Management and Marketing.
Originally from Southern California, Logan has lived in American Fork, Utah for the past 15 years with his wife, Lisa, and their three children. Outside the office, he enjoys coaching his kids' sports teams, family adventures, dirtbiking, snowbiking, and playing coed soccer with Lisa. He also loves the outdoors, traveling and the occasional visit back to his hometown roots at Disneyland.
You can reach Logan Smith at [email protected].
Marco Figueroa
CFP®, AFC®
Marco graduated from Utah Valley University with a degree in Financial Planning. At Amicus, he specializes in helping settlement clients plan and invest their money with a focus on protecting government benefits and maximizing their long term care.
A dedicated advisor, Marco is quick to respond and provides his client with one-on-one attention. Marco is a Spanish speaker and loves to spend time with his wife and son.
Marco is a Certified Financial Planner Professional and an Accredited Financial Counselor.
You can reach Marco Figueroa at [email protected].
Jenny Hamblin
Director of Communication & Client Success
Jenny has a degree in Communications and has spent her career in advising, customer service, and marketing. Most recently she has been a content writer and marketing strategist, meeting with small businesses to improve messaging and stimulate growth.
Jenny is a skilled “people person” and enjoys helping clients and prospects through the Amicus process. She runs our communications and customer success initiatives. Her most challenging job is raising her four children (and husband).
You can reach Jenny Hamblin at [email protected].
Gaby Ojeda
Senior Administrative Assistant
Gaby is an engineer by training; she values clarity, organization, and helping people feel supported through complex processes.
She supports plaintiffs and attorneys by preparing structured settlement annuity quotes and paperwork, making sure the process runs smoothly and ensuring clients end up with the perfect plan for them.
Outside of work, Gaby enjoys learning new skills, exploring creative projects, going to church with her family, and finding the humor in everyday life—especially when her spreadsheets behave.
You can reach Gaby Ojeda at [email protected].