The people behind the plan
A small, exceptionally
credentialed firm.
Minted Settlement Planning is led by James Jurica — a CFP® with five further advanced designations — alongside an MDRT Top of the Table advisor and a 20-plus-year personal-injury team. The credentialed advisor works your client’s case directly.
- Advanced designations
- CFP® +5
- Top of the Table
- MDRT
- PI experience
- 20+ yrs
- By legal duty
- Fiduciary
- Served nationwide
- 50 states
Advanced designations
Top of the Table
PI experience
By legal duty
Served nationwide
Settlement planning, led by a fiduciary
The lead advisor on your client's case
Settlement Planning Specialist, CFP®
James Jurica
CFP®, ChFC®, CLU®, RICP®, AEP®, CIMA®. Has devoted his career to financial services, specializing in protecting and structuring personal-injury settlement proceeds for long-term stability.
Credentials
- CFP® — Certified Financial Planner™ (fiduciary standard)
- ChFC® — Chartered Financial Consultant
- CLU® — Chartered Life Underwriter
- RICP® — Retirement Income Certified Professional
- AEP® — Accredited Estate Planner
- CIMA® — Certified Investment Management Analyst
The full team
Who you'll work with
A boutique team — risk-managed income, attorney relations, and business development, all in-house.
Settlement Planning Specialist
Chris Benson
Four-year Million Dollar Round Table member (Top of the Table & Court of the Table). 8+ years guiding clients through settlement planning, risk management, and tax-aware income strategies; Investment Adviser Representative.
Director of Business Development
Gilbert Cortes
20+ years in healthcare and personal-injury business development across post-acute care, home health, and rehabilitation. Connects personal-injury attorneys and their clients with settlement-planning resources.
Business Development
Ava Reynolds
Business development at Minted Settlement Planning, helping attorneys and clients connect with the firm’s settlement-planning resources.
Put a credentialed fiduciary on the case.
Refer a client or book a consult — the advisor who works the case is the one with the credentials.