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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.
Attorney relations
Healthcare & personal injury
Business development
The rest of the team
More of the people behind the plan

Settlement Planning Specialist, CFP®
James Jurica
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Settlement Planning Specialist
Chris Benson
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Business Development
Ava Reynolds
View profilePut 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.
