Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg

Jodie Lamb

Arcadia Settlements Group

As Structured Settlement Consultant for Arcadia Settlements Group, I provide facilitative personal injury settlement consultation for claims settling across the U.S. I have over 20 years of experience and have the unique experience of financial planning, claims experience, and as a person with significant injury myself. I bring a real life perspective to my position. Additionally, I am one of very few in the industry with a Master’s Certificate in Structured Settlement Consulting designation from the University of Notre Dame. I’m on the National Structured Settlements Trade Association Board of Education and a repeated top 10 producer within Arcadia Settlements Group. I understand the importance of planning for the future and bring understanding, compassion, and commitment to each case. To learn more, visit https://teamarcadia.com/directory/listing/jodie-lamb.

Master Structured Settlement Consultant

C-Suite Network

The C-Suite Network is the world’s most trusted network of C-Suite leaders, with a focus on providing growth, development and networking opportunities for business executives with titles of vice president and above. The C-Suite Network’s mission is to provide a peer community, networking events, relevant content and services to support c-level executives and other entrepreneurs achieve professional success. C-Suite Network offers invitation only events as well as custom-tailored content through all its entities: C-Suite TV, C-Suite Radio, C-Suite Book Club, and C-Suite Network Advisors™.

C-Suite Network Executive Leader

EPS Settlements Group

June 26, 2017 - The world's first structured settlements firm positions itself for growth.

EPS Settlements Group announced its refreshed brand and new name, Arcadia Settlements Group.  

Arcadia is a Greek word meaning an ideal setting in harmony with nature. It connotes a place of shelter where people find peace, security, resolution and strength. It implies care and compassion.  Arcadia was chosen because its meaning directly correlates with our company’s mission and values. Arcadia is the outcome we aspire for all the people we serve.

Certified Structured Settlement Consultant

Financial Settlement Services

Working closely with insurers, defendants, injured parties and attorneys, we assist to facilitate structured settlements of complex personal injury claims.  I tailor benefit payouts for each case to meet future needs and maximize tax free growth to provide financial peace of mind to injured parties and their families.  Licensed in all states, I travel across the country to attended meditations, settlement conferences and meet with attorneys, claims adjusters and/or claimants regarding the benefits of structured settlements.

Nationwide

Coordinating structured settlement opportunities to facilitate needs based negotiations, we provide the opportunity to enhance settlement negotiations and maximize settlements for all parties. 
Successful implementation requires sharp attention to detail to customize a holistic settlement plan with expertly prepared settlement documents in coordination with claimants, defendants, claims partners and legal professionals.


Successful implementation requires sharp attention to detail to customize a holistic settlement plan with expertly prepared settlement documents in coordination with claimants, defendants, claims partners and legal professionals.

Structured Settlement Consultant

Maintained current knowledge of mechanism of injury, current guidelines in the claims function, and policy changes to determine proper policy coverage, evaluation, negotiation and settlement of personal injury claims. Held highest operational score for same day contacts and prompt settlements, dedicating time on weekends and evenings to deliver “On Your Side” service to all Nationwide customers.

Senior Casualty Claim Professional

Nationwide Insurance

Developed peer associate training and worked directly with customers to secure new business opportunities. Underwrote applications, provided communication regarding new procedures, communicated with internal sales representatives for annuity contracts. Facilitated financial transfers from external while serving as a liaison between relinquishing institutions and investment brokers. Developed a systematic approach and guideline for understanding Fidelity’s process for relinquishing funds which substantially improved the organization of workflow and acquisition of transferring funds.

Annuity Services

I Help Attorneys and Individuals Understand The Win-Win Benefits of Structured Settlements | Providing Financial Peace of Mind for Injured People and Families

I came to LinkedIn to build some win-win relationships and help people get on the path to financial independence. I encourage you to connect with me, and I assure you that I won't be soliciting you in any way. But contact me if you want to learn more about what I do.

I guide INJURED PEOPLE through the complicated and complex settlement process. I truly understand and empathize with the uncertainty, emotional, physical, and financial struggle resulting from an unexpected injury.

INSURANCE COMPANIES across the US work with me to provide structured settlement solutions. I am open to adding partnerships with insurers. To learn more about myself and Arcadia Settlements, send me a LinkedIn message or email me at jlamb@teamarcadia.com.

I work with LEGAL AND CLAIM PROFESSIONALS across the country to identify claim settlement opportunities to maximize settlements and achieve successful settlement resolution. 

To learn more about how myself and Arcadia Settlements can help you and your loved ones, please send me a LinkedIn message or email me at jlamb@teamarcadia.com.

MORE ABOUT ME AND MY SERVICES
My trusted, comprehensive approach maximizes settlement opportunities to provide financial security and peace of mind for injured parties and their families. This includes consideration of government benefits and evaluating fixed and market-based investment opportunities.   

My detailed approach educates all parties in the claims process, including financial advisors, on structured settlement opportunities. I work with legal and claim professionals to identify claim settlement opportunities to maximize settlements.  I work with financial advisors to help evaluate the unique tax-free investment options that are not available after the claim settles.
 
As a Master’s Certified Structured Settlement Consultant at Arcadia Settlements, I offer our customers more:

➢ I have over 20 years of experience in the insurance industry.
➢ I’ve facilitated over $500M of structured settlements and offer a unique financial planning background and claims experience.
➢ I’m an employee, not an independent consultant. Arcadia Settlements has an entire team supporting my clients and their needs for years into the future - even if something should happen to me.
➢ Our IT department is state-of-the-art and implements the highest SOC 2 Type II and HIPAA Hitech compliance standards to protect privacy of all parties at all costs.
 
To learn more about how myself and Arcadia Settlements can help you and your loved ones, please send me a LinkedIn message or email me at jlamb@teamarcadia.com.

taplio

The Battle

Doug Greenberg

Jodie Lamb

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?