The Settlement Alliance

Settlement Planner Spotlight: Hanson Street

Settlement Planner Spotlight: Hanson Street

Sep 11, 2017

Primary Office Location: Houston, TX

Why did you choose to become a settlement planner?

When I was studying for my MBA at The University of Texas, I had the privilege of working for my father at The James Street Group, and I became very interested in what settlement planners do. Essentially, we get to work with families to help them find peace of mind through making sound and sensible financial decisions.

What line of work were you in before you became a settlement planner?

I worked at Raymond James & Associates with a team of financial advisors. I’ve been able to incorporate my experience as a financial advisor into my settlement planning practice, which I think my attorney clients appreciate. They feel confident knowing that I approach settlement from a comprehensive financial perspective.

What do you enjoy most about being a settlement planner?

I enjoy getting to work with families and doing whatever I can to make their lives easier. Whether I’m setting up a structured settlement for a widow, helping a family take the necessary steps to preserve their needs-based government benefits, or assisting a disabled individual with a special needs trust, each case is so unique. Helping people is a passion of mine, and getting to do it for a living is gratifying.

How do you spend your time outside of work?

When I am not working, I enjoy spending time with my family or playing a round of golf.

What is your favorite place to be?

Texas is my favorite place to be, and so I consequently do not travel that much. I am happy right here.

What is your personal motto?

No matter what, always do what is right. My father always taught me that if you work your hardest to take care of and help those around you, then you will find peace in your life. You will be successful in business, and you will find more joy doing that than anything else.

Categories: Settlement Planning

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  • American general Life Companies
  • Berkshire Hathaway Structured Settlements
  • Liberty Life Assurance Company of Boston
  • MetLife
  • Mutual of Omaha
  • New York Life
  • Pacific Life
  • Prudential