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Kimberly Overby, CMSP

Settlement Consultant

With over 20 years of experience in the financial industry, Kimberly Overby works as a national settlement consultant specializing in areas such as complex settlement planning, structured settlements, trusts, and government benefit preservation. She advises plaintiff attorneys and their clients in various types of personal injury and wrongful death cases, including; medical malpractice, products liability, auto/trucking accidents, aviation, workplace injury, sexual assault, Defense Base Act and various types of mass tort litigation.

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. Overby also upholds the standard of excellence as a nationally certified fiduciary while covering all areas of settlement planning, including:

  • Structured Settlements
  • Attorney Fee Deferrals
  • Trust Services
  • Qualified Settlement Funds
  • Medicare Set-Asides
  • Lien Resolution, and
  • Government Benefit Preservation.

With over 20 years of experience in the financial industry, Kimberly Overby works as a national settlement consultant specializing in areas such as complex settlement planning, structured settlements, trusts, and government benefit preservation. She advises plaintiff attorneys and their clients in various types of personal injury and wrongful death cases, including; medical malpractice, products liability, auto/trucking accidents, aviation, workplace injury, sexual assault, Defense Base Act and various types of mass tort litigation.

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. Overby also upholds the standard of excellence as a nationally certified fiduciary while covering all areas of settlement planning, including:

What Clients Are Saying About Kimberly

  • "Kimberly Overby is uniquely positioned as the best settlement broker in the industry."

    - Francisco Guerra, IV, Watts Guerra, LLP

    San Antonio, TX