The Settlement Alliance

Meet Our Team

The Settlement Alliance has brought together a group of industry-leading settlement planning professionals. We are dedicated to protecting the financial futures of injured claimants and their families by offering comprehensive settlement services. Our consultants are licensed nationwide and are proud to do business with hundreds of law firms across the country.
Learn more about our team members below.

Kimberly Overby

Settlement Planner

Kimberly Overby has over 20 years of experience in the financial services industry. Kimberly works nationally specializing in advising injured parties in areas including complex financial settlement planning, structured settlements, and government benefit preservation. She offers a unique brand of personal attention and financial assistance to the plaintiff and the plaintiff's family, in addition to assisting personal injury attorneys and their legal teams. She is well-known and respected throughout the industry for her impeccable work ethic, outstanding service, and attention to detail.

After attending Houston Baptist University, Overby served eight years with a CPA firm specializing in a wide variety of accounting, tax, and financial management services. She takes pride in the responsibility of helping injured victims to continue living the rest of their lives with dignity and respect. Overby expresses, "It is our privilege to provide quality care and management for those who are in need of protection and assistance."

Overby also serves as a nationally certified fiduciary while covering all areas of settlement planning, including:

Overby was recently profiled as "The Every Woman" by Rio Grande Valley NSIDE Texas Business. She is a member of the National Structured Settlements Trade Association (NSSTA) and Texas Wall Street Women (TWSW). In addition she is an active participant in Junior Achievement, Foundation for the Education of Young Women (FEYW), National Charity League, and is active in her church and various other community organizations.

Testimonial:

“Although a settlement may seem like the end of the process for a client, it is really the beginning. Most of our clients are unsophisticated and they require advice on many issues pertaining to money.

For years I have strongly recommended structured settlements to our clients because they are the single best way to guarantee their money is safeguarded and their benefits are protected. They are the single best way to ensure they maximize their opportunity to live independent lives. They are the single best way to ensure they obtained the justice they deserved.

Because of her years of experience in the financial and tax industry and because of her passion for taking care of people, Kimberly Overby is uniquely positioned as the best settlement broker in the industry. There is nobody more qualified to serve our clients.”

Francisco Guerra, IV
Watts Guerra, LLP
San Antonio, Texas

We are proud to partner with the highest rated structured settlement providers in the industry:

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