The Settlement Alliance

Executive Team Spotlight: Katie Dunn

Executive Team Spotlight: Katie Dunn

Mar 15, 2017

Primary Office Location: Buffalo, NY

What is your role at The Settlement Alliance? Director of Marketing

What do you enjoy most about working at TSA?

Of all of the settlement planning firms in the industry, The Settlement Alliance is by far the most adaptive and client-focused. I’ve never worked at another company that pays such close attention to what clients need, and then develops expanded services and offerings to meet those needs. I’ve also been very impressed with how personally our settlement planners and back office team take their jobs. Everyone genuinely wants to make sure that at the end of the day, the injured plaintiffs we work with have the resources they need.

What are some of the challenges that our plaintiff clients face- and how do you help them?

We really focus on the educational aspect of settlement planning, because a settlement plan is only good if it meets the needs of the plaintiff. We don’t want to just throw cookie-cutter plans at people, regardless of whether they have a small settlement that only requires a special needs trust, or a large settlement that will incorporate other services, such asstructured settlements and government benefit preservation. I develop materials that attorneys can give to their plaintiff clients so that the plaintiffs and their families can make informed decisions.

How do you spend your time outside of work?

I spend most of my time outside of work with my husband and our 1-year-old daughter. We try to spend as much time outside as we can when the weather is good, whether we are hiking in one of the local parks or going to an outdoor concert. I’m a huge book nerd, so when I have some quiet time, I can often be found with my head in a novel. I’m also training for my first (and likely last) half-marathon.

Where is the most interesting place you’ve ever traveled?

Back in 2006, I took a post-college graduation trip to Brazil during Carnival. My college roommate and I got to drink caipirinhas and dance through the streets of Brazil. As much fun as that was, my favorite part of the trip was a detour that we took through a little fishing village in Rio. We stayed at a motel right on the beach and at night, sat on the dunes and watched thunderstorms out over the ocean.

Who is your personal hero?

My grandmother. She raised my dad and my aunt as a single mom on a secretary’s income. She’s an incredibly hard worker, yet remains one of the most quietly thoughtful people I know. I’ve learned a lot from her.


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Categories: Settlement Planning

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

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