AMICUS SETTLEMENT PLANNERS - Key Persons
Job Titles:
- Client Success & Executive Operations Manager
- Executive Pkwy 194
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.
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.
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.
Job Titles:
- in 2006 As a Financial Analyst and Consultant
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.
Job Titles:
- Attorney, Certified Financial Planner
- Member of the American Association for Justice
- Settlement Planning Attorney & Certified Financial Planner / Co - Founder
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.
Greg Maxwell is an attorney, Certified Financial Planner, and settlement planner with Amicus Settlement Planners, LLC. He is also a partner in the law firm Amicus Law Firm and co-founded Amicus Settlement Planners in 2006. His practice specializes in special-needs planning, government benefits planning, financial planning for settling plaintiffs, and income tax planning for attorneys.
He is a past president and board member of the Society of Settlement Planners, a national organization advocating for plaintiff's rights in the settlement planning process.
Greg is a member of the American Association for Justice, the Utah Association for Justice, the Financial Planning Association, and the American Bar Association. Greg is a 2003 graduate of the Texas Tech University School of Law.
Greg is a frequent speaker to local, state, and national trial lawyer organizations regarding settlement planning related topics.
Greg lives near Salt Lake City, Utah, with his wife and 4 children. Greg enjoys coaching his children's sports teams, playing tennis, slicing golf balls into the next fairway, and trying not to hurt himself keeping up with his kids.
To learn more about Greg Maxwell and how (and why) he became a settlement planner, click here.
Job Titles:
- Executive
- 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).
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.
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 four universities: University of Georgia, University of Louisiana, Georgia State University, and Texas Tech University and as an adjunct professor at University of Southern Virginia, Kaplan University, and Lubbock Christian University. Joe served as an Associate Vice President of First Colony Life Insurance Company and Director of Advanced Marketing at GE Financial Assurance. Joe has developed a specialty in planning for the recipients of tort settlements and is a founding member at Amicus Financial Advisors, LLC and Tombs Maxwell LLP.
Education:
J.D., Texas Tech University School of Law, 1988, Concentration in tax and estate planning
M.B.A., Texas Tech University, 1988
Post-graduate Study in Insurance, Finance and Economics, University of Georgia, 1990-1994
M.S. in Financial Services, College for Financial Planning, 1994
B.B.A. in Finance, University of Texas of the Permian Basin, 1985
Certifications/Licenses:
Job Titles:
- Board Member of the Society of Settlement Planners
- Planner
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.
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.
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 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.
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.