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®
Greg is an attorney, Certified Financial Planner, and settlement planner with Amicus Settlement Planners, LLC.
He is also a partner in the law firm Tombs Maxwell LLP and co-founded Amicus Settlement Planners in 2006.
His practice specializes in special-needs planning, government benefit planning, and financial planning for settling plaintiffs.
To learn more about Greg, click here.
Joseph Tombs
JD, MBA, MSFS, RSP, CFP®
Joseph Tombs has thirty years of experience in various aspects of law and financial planning.
He started his career as a tax and estate planning attorney. Joe has served on the full-time faculties of the University of Georgia, University of Louisiana, Georgia State University, and Texas Tech University and as an adjunct professor at the University of Southern Virginia, Kaplan University, and Lubbock Christian University.
To learn more about Joseph, click here.
Larry Peterson
MS, rSP, CFP®
Larry is a dedicated and knowledgeable partner of Amicus Settlement Planners.
His formal education includes an MS in Personal Financial Planning from Texas Tech University, a BS in Finance and Personal Financial Planning from Utah State University cum laude, and an AA degree in Business Administration from Snow College (cum laude).
Prior to joining Amicus Larry worked as an intern for The Level Four Group, Dallas, TX.
Daniel Maxwell
JD
Daniel is a settlement planner and attorney located in Amicus’ Farmington, Utah office.
Daniel is graduate of the Creighton University School of Law, where he graduated summa cum laude. Prior to law school, Daniel worked with Amicus Financial Advisors, LLC.
Daniel received his B.S. from Brigham Young University, where he graduated magna cum laude from the Marriott Business School of Management, with an emphasis in finance.
Kent Hansen
JD, MS, RSP
Kent is a settlement planner and attorney in Logan, Utah. Kent’s education includes a JD from Texas Tech University School of Law, a MS in Personal Financial Planning from Texas Tech University, and a BA in History from Utah State University.
Kent is a current board member of the Society of Settlement Planners. Kent lives in beautiful Cache Valley, Utah, with his wife and 4 children. In his spare time, Kent is a co-race director for the Top of Utah Marathon.
Dustin Cordell
RSP, CTFA
Dustin joined Amicus in 2006 as a financial analyst and consultant. In 2009 he became a case manager and settlement planner, corresponding with clients, attorneys, and other planners.
Dustin’s education includes a BS (summa cum laude) in Personal Financial Planning from Texas Tech University.
Dustin has also received the Registered Settlement Planner (RSP) designation.
Patrick Tombs
JD, RSP, CTFA, CFP®
Patrick is a Registered Settlement Planner (RSP) and attorney located in the Lubbock, Texas office.
Patrick is a graduate of the J. Reuben Clark Law School at Brigham Young University.
Patrick received his B.S. in Business Management and Leadership from Southern Virginia University, where he graduated magna cum laude.
David Tombs
MS, CFA, CTFA, CFP®
David received his B.A. in University Studies and his M.S. in Personal Financial Planning from Texas Tech University where he graduated magna cum laude both times.
David holds the Certified Financial Planner (CFP) designation as well as being a Chartered Financial Analyst (CFA) Level 3 Candidate.
Lee Salmon
MS
Lee is a retired Army Colonel who has followed financial markets and personal finance for decades. He is working on a master’s degree in Financial Planning with a focus on retirement planning, estate planning, and tax planning.
He also has Master’s Degrees in National Security Policy Development and Strategic Intelligence Analysis and Operations.
Lee’s life experience and wisdom greatly benefits his clients. He speaks Spanish and is the Director of an English as a Second Language Program. He is married with four adult children.
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.
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).
Dani Whitlock
Client Success & Executive Operations Manager
Dani holds a B.S. in Human Development and Family Studies from Brigham Young University alongside a Full Stack Web Development certificate from the University of Utah.
Her diverse education fuels her commitment to supporting and understanding individuals and families while bringing creativity, efficiency, and organization to the workplace through a focus on data analytics, user-centric design, and streamlined business operations.
Outside of her professional pursuits, Dani enjoys spending quality time with her husband and three children.
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 13+ 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
Contact
Let Us Help You
Our goal at Amicus Settlement Planners is to be the premier, comprehensive resource for plaintiffs and plaintiff attorneys for all of the financial and legal issues that arise at the time of settlement.
We'd love to explore how we can help you and your clients.