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Professional Staff

Austin, TX

JMW Settlements Inc.
Austin, TX 78701

Dennis Keller understands claim settlements from a worker’s perspective. He is the only structured settlement professional in the industry who has actually worked as a brakeman, switchman, claims agent, and claims manager for a major national railroad.

This is relevant because the railroad industry gave Dennis his start in the settlement business and remains a vital part of his business. Railroad workers live in a close, tight community, somewhat unique in America today. They work hard and long and Dennis has a firsthand understanding of the risks associated with what they do. He has earned the trust and respect of injured workers and has been able to craft settlements that truly take care of the workers and their families for decades to come.

Not insignificant to his success has been his side career as a radio broadcaster, commentator, announcer, and producer at stations in Austin, Chicago, and Oregon. Productive negotiations are largely the product of effective communication, and Dennis’s skills are a proven benefit to his clients.

Having shifted his career track to structured settlements more than 25 years ago, Dennis is a veteran professional who can be relied upon to meet anytime, anywhere with clients who need his help.

National Practice

BA, Gonzaga University

Member, National Structured Settlement Trade Association (NSSTA)

NASD Series 6 and 63
Life, Accident and Health Insurance

Professional Staff

Louisville, KY

Louisville, Kentucky Region
JMW Settlements, Inc.
4419 Country View Drive
Floyd’s Knob , IN 47119

Few professionals have as deep an understanding of structured settlement funding instruments as Lisa Peak. Prior to joining JMW, Lisa spent 23 years with one of the industry’s most innovative and service-oriented settlement annuity firms, competently handling every function considered vital to structured settlement brokers, their clients, and claimants.

Lisa understands what’s fundamentally most important to the parties and has the discipline and communication skills needed to deliver it. Furthermore, Lisa understands the time pressures and distractions involved in negotiating settlements and has proven utterly dependable in delivering what her clients need, when they need it.

Her outstanding research skills and commitment helped make JMW’s SettleMaster® due-diligence services a reality, filling a critical need for settlement fiduciaries across the country. Lisa believes in her work and it shows. If you believe in yours, Lisa is the professional for you.

Indiana, Kentucky, Illinois, Ohio, and Tennessee

Indiana University
Bachelor of Science, Business

Member, National Structured Settlement Trade Association (NSSTA)
Certified Structured Settlement Consultant (CSSC®), conferred by NSSTA in cooperation with the University of Notre Dame

Life and Health Insurance

Professional Staff

Roanoke, VA

JMW Settlements, Inc.
5004 Hunting Hills Circle
Roanoke, VA 24018

Bobby Waters’ easy manner and friendly southern charm is a welcome presence at settlement conferences and meditations across the mid-Atlantic and central United States. Long known to judges, mediators, and long-time practitioners, Bobby is a skilled veteran who understands settlement dynamics as only the truly experienced expert can.

Indeed, few in our industry can match Bobby’s natural ability to ease tensions and to keep the parties focused on what matters most. Equally comfortable at the negotiating table or a claimant’s kitchen table, Bobby has been helping clients for over two decades. He has consistently delivered results that justify their faith.

While not all negotiations are pleasant or fun, Bobby unfailingly lightens the gloom, easing the way for all in attendance. Bobby’s secret? He genuinely enjoys the work. “How many other professions put you in position to help, truly help people who’s lives were profoundly affected by a moment’s chance?” Bobby asks. “I get to do that every day.”

And indeed he does.

Virginia, North Carolina, South Carolina, Georgia, Kentucky, and Tennessee

BA, University of Richmond

Member, National Structured Settlement Trade Association (NSSTA)
Chartered Life Underwriter (CLU®)

Life, Accident and Health Insurance

Professional Staff

Baton Rouge, LA

JMW Settlements LLC
5261 Highland Road #208
Baton Rouge, LA 70808

Brad’s entrée to structured settlements came naturally through his founding and management of two mediation firms: Perry, Watts and Associates, and the Association of Professional Arbitrators & Mediators.

In the mediation world, neutrality and a reputation for fair dealing are an absolute must. Brad is accustomed to working closely with all parties to the negotiations: plaintiff attorneys, defense attorneys, injured claimants, casualty insurance companies and self-insured entities. The mediators themselves, often retired Judges, relied on Brad for smooth administration and a steady presence.

Having seen how structured settlements can help resolve complex cases in the mediation setting, Brad was intrigued by these specialized transactions. Further dialogue with friends in the legal community revealed structures to be an excellent fit for Brad’s skill set, personality, and professional goals, and he has committed himself to this work with his customary dedication and energy.

JMW is pleased to offer a professional of Brad’s caliber to the legal community in the Gulf Coast Region.

Louisiana, Texas, Alabama

BS, Louisiana State University

Member, National Structured Settlement Trade Association

Life, Health & Accident Insurance

Professional Staff

New Orleans, LA

JMW Settlements, Inc.
P.O. Box 55400
Metairie, LA 70055-5400

Dick King is one of the pioneers in structured settlements in the Gulf Coast area. A Louisiana native , Dick accepted a position with the Humble Oil Company (now Exxon) in New Orleans before moving into private practice specializing in estate and employee benefits planning.

Always keenly interested in better ways of doing things, Dick was intrigued by the structured settlement concept and uniquely well positioned to spread the initial word about structures to attorneys on both sides of the aisle. Instrumental in persuading the Office of Risk Management for the State of Louisiana to adopt structures for the benefit of their claimants, Dick went on to develop a strong business in the energy and maritime sectors as well.

Associated with JMW for over 20 years, Dick’s sense of humor and unfailing graciousness to his work, which has made him a distinct favorite of both clients and staff.

Louisiana , Mississippi , Alabama, and South Texas

JD, Tulane University
BA, Tulane University

Louisiana State Bar Association
National Structured Settlements Trade Association
National Association of Insurance and Financial Advisors of Greater New Orleans
Former President, New Orleans Estate Planning Council
NASD Series 6 and 63
Life and Health Insurance Agent

Professional Staff

Seattle, WA

JMW Settlements, Inc.
7606 Heather Ave, S.E.
Snowqualmie, WA 98065

Bob Jeans’ character and professional background make him a highly effective intermediary in claims resolution and he is regularly requested by both plaintiff and defense attorneys. Bob’s extensive experience in claims and litigation have served him well since he decided to devote his energies exclusively to structured settlements in 1987.

Bob is the author of Winners Without Losers, a book designed to teach effective negotiating skills and techniques to professionals involved in claims resolution. An experienced lecturer, Bob is available to conduct training seminars and provide expert witness testimony on the use and benefits of structured settlements in resolving claims.

As Bob puts it, “I take personal pride in developing plans that plaintiffs, defendants, mediators and judges all like. If you have a case pending, I would be pleased to support your efforts.”

Washington, Oregon, Alaska, California, Idaho

Hasting College of Law, University of California,
BA with honors, Linfield College

Member, National Structured Settlement Trade Association (NSSTA)

Author, Winners Without Losers, a book designed to teach effective negotiating skills and techniques to professionals involved in the resolution of claims

Life, Accident, and Health Insurance

Professional Staff

Cheyenne, WY

JMW Settlements LLC
2015 Central Ave., Suite D
Cheyenne, WY 82001

Tim is a fourth-generation Wyoming native who began his working career as a real estate broker and professional auctioneer before transitioning to the life insurance and financial planning fields in 1988. He has spent the last 28 years helping clients anticipate and intelligently plan for the dilemmas of life that surprise us – dying too soon, living too long, or becoming too sick or disabled to earn a living and function productively.

This gives Tim keen insight into the needs of injured claimants who may or may not have had the benefit of such planning before life took such a sudden, life-altering turn. While he appreciates the difficulty of bringing opposing parties together and resolving conflict, Tim also knows that situations like this create extraordinary opportunities to rebuild essential elements of a person’s financial future, if just a little time is taken to consider them before final terms of a settlement are set in stone.

Over 41 years, Tim has fine-tuned his ability to identify and ask the key questions required to understand the underlying concerns of adversaries. Favorable tax rulings and specialized settlement tools create unique advantages in the settlement environment – but only if a professional settlement planner is present to spot them. Tim is pleased to help identify these opportunities and craft a beneficial and durable resolution of the case.

Wyoming, Colorado

BS, University of California, Berkeley
Chartered Life Underwriter, The American College
Chartered Financial Consultant, The American College

CLU, ChFC
Member National Structured Settlements Trade Association
Member, Southeast Wyoming Estate Planning Council

Life, Accident and Health Insurance

Professional Staff

Rochester, NY

JMW Settlements, Inc.
94 Maple Street
Hornell, NY 14843

Frank Kilcoyne combines a quarter century of experience with savvy “street smarts” to ensure that his clients’ interests are always fully met. After gaining technical, legal, and frontline experience with The Travelers insurance company directly out of college, Frank elected to specialize in structured settlements in 1987 by designing, launching, and managing Utica National’s first national structured settlement program. Fully versed in the intricacies of both claims and structures, Frank decided to develop his own practice with JMW in 1996, and has never looked back.

Frank quickly developed a well-diversified clientele whose various sub-specialties have only further refined his skills. One of the first to accurately sort out New York state’s Article 50A and 50B, Frank is equally at home crafting periodic payments for life care plans and optimizing structured settlements with special needs trusts. Recently, Frank has been a leader in making “balanced” settlement plans (addressing the needed balance between a guaranteed-fixed return and a market return), a critical consideration for claimants with long-term income needs.

Finally — and most importantly — Frank learned long ago that there’s a right and a wrong way to settle cases and there’s no room for shortcuts; this year’s “clever trick” invariably becomes next year’s “Frankencase”. Prudent clients repeatedly rely on Frank C. Kilcoyne for a clean and correct result.

New York, New Jersey, Pennsylvania, Connecticut, and Massachusetts

BS, University of Virginia

Member, National Structured Settlement Trade Association (NSSTA)
Certified Structured Settlement Consultant (CSSC®), conferred by NSSTA in cooperation with the University of Notre Dame

Author, “Structured Settlements Review,” 1993-present (144 issues)

Life, Accident, and Health Insurance

Professional Staff

Tulsa, OK

JMW Settlements, Inc.
316 E. 29th Street
Tulsa, OK 74114

During her 27 years in the structured settlement industry, Diane has directly handled every aspect of the business: from initial case analysis and design through negotiation, mediation, trial, appeal, documentation, and closing. Her background in trust banking gives Diane a keen appreciation for the legal/technical requirements of this work and a solid understanding of the care and prudence it takes to craft dependable income streams for vulnerable recipients. Unfailingly knowledgeable and reliable, Diane has developed an extensive, loyal following.

Oklahoma, Washington, Arkansas, California, Texas, Alaska, Kansas, Missouri, New Mexico, New York, District of Columbia, Virginia

MS, The Catholic University of America, BS, Oklahoma State University

Member, National Structured Settlement Trade Association (NSSTA), Certified Structured Settlement Consultant (CSSC®), conferred by NSSTA in cooperation with the University of Notre Dame

Life, Accident, and Health Insurance