Settlement Case Manager
Joe is the Settlement Case Manager at Garrison Settlements. He handles all settlement cases from the point of sale through structured settlement annuity policy issuance.
His knowledge of probate courts and life company requirements is extensive, which enables him to quickly answer questions for our clients and assist them in finalizing settlement documents and court orders with confidence.
Joe’s other responsibilities include management of our internal database, commission status for brokers, as well as overseeing our back-office relationships with our life company providers.
Joe is originally from Texas, and earned a Bachelor’s of Arts degree in Psychology from Texas State University. Before joining the structured settlement industry, he worked with children at the Austin Children’s Shelter. He then relocated to Arizona to join the Garrison Settlements team. He and his wife, Jennifer, now have three beautiful children. Joe spends his free time enjoying the zoo or a park with his family. During the warm months, they can all be found swimming at the pool. Feel free to call Joe directly at (480) 478-0561.
Joe is not affiliated with Garrison Financial or United Planners.