Joe is the Case Manager at JCR Settlements. He handles all cases for his brokers from the point of sale through annuity policy issuance.
His knowledge of life company requirements is extensive, which enables him to 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 as well as overseeing our back office relationships with our life company providers.
He makes sure that he provides excellent service to our clients, and is aware of the varying needs. He is attentive and thorough, creating a positive experience for all clients and injured parties.
Joe is originally from Texas, and earned a Bachelors 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 JCR Settlements team. When he is not in the office, he can generally be found walking his dog or playing a round of disc golf. Feel free to call Joe directly at (480) 478-0561.Email Joe
Read more about our individual team members: