SETTLEMENT PLANNERS - Key Persons


Alcaine, Carlos


Alphonso (Al) L. Grant

Job Titles:
  • Chairman of Strategic Benefits, Inc
Al Grant Chairman of Strategic Benefits, Inc. (SBI) founded 1983. SBI provides Consulting, Insurance, Litigation & (Plaintiff Loyal) Settlement Planning, throughout the East Coast with headquarters in Lynchburg, VA and affiliated offices in Richmond, VA, Raleigh, NC. and soon to be announced affiliated office in Columbia, SC.

Belknap, Sam


Bishop, Richard L.


Christy Rivera

Job Titles:
  • Corporate Administrator / Case Manager

Elizabeth Anderson

Job Titles:
  • Corporate Administrator
  • National Case Manager

Harris, Steve


Huber, Paul R.


Jane Huertas

Job Titles:
  • Corporate Administrator / Case Manager

Jerrod Stacy


John Mendoza

Job Titles:
  • Investment Advisor Rep Settlement Planner
Born and raised in the Rio Grande Valley, John is a graduate of Texas State University in San Marcos. He is an experienced investment advisor, and he started his career with Janus Henderson (formally Janus Mutual Funds) in 1999. John is also a former Benefits Counselor for Teacher Retirement System of Texas. John is equipped with the knowledge needed to best advise attorneys and plaintiffs along with independent business owners and individuals on wealth management, structure settlements and insurance. John and his wife Christina are the parents of two teenagers, Joseph and Madison. He is active in the Brownsville, TX community as a member of the Rotary Club, the Assistant Scout Master for Boy Scout Troop 6, and a member of the Church of the Advent, Episcopal. When he's not helping clients or his community, John is an active outdoorsman who enjoys spending time running, hunting, fishing, and kayaking.

Kimberly Grant

Job Titles:
  • Assistant

Lester, Steve


Martin Blount


Massi, Dominic


Mazzotta, Bruno


Mendoza John

Job Titles:
  • Investment Advisor Rep Settlement Planner

Miller, Rick


Parkey, Nathan


Pendray, Sean


Pettingill, Josh


Richard L. Bishop

Job Titles:
  • Bishop
  • RSP Principal

Rosendo Zepeda

Job Titles:
  • Administrative Support

Samuel D. Belknap

2453 Lombard Street #204 San Francisco, CA 94123 Phone: 916-714-7200 / 800-727-3885 - Fax: 916-686-4040 belknap@structurepro.com PROFESSIONAL HISTORY Settlement Planners, Inc. - February 2007 to present Intern Program - Settlement Planners, Inc. - 2004 to 2006 PROFESSIONAL ASSOCIATIONS AND LICENSES Registered Settlement Planner (RSP) Society Settlement Planners (SSP) Settlement Planners for Consumer Rights (SPFCR) Member American Association of People with Disabilities (AAPD) Member Brain Injury Association of America (BIAA) Member California Brain Injury Association (CBIA) Licensed life, health and disability insurance agent Broker of structured settlement annuities Alumni Association, The Ohio State University

Steve Halterbeck

Job Titles:
  • Assistant

Webster, Samantha


Whitehead, Jim


Zach Belknap

Job Titles:
  • Assistant

Zachary T. Belknap

Job Titles:
  • Corporate Administrator / Case Manager