Open Accessibility Menu

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
  • Government Benefit Preservation

Overby was honored to be profiled as “The Every Woman” by NSIDE Texas Business Magazine. As a mother of three, her passion for people is evidenced in both her professional and personal life. In addition to consulting with injured plaintiffs, Kimberly travels the country presenting to various law firms, regional and state trial lawyer organizations, and law schools. She is a member of the National Structured Settlements Trade Association (NSSTA), National Alliance of Medicare Set-Aside Professionals (NAMSAP), and Texas Wall Street Women (TWSW). In addition, she is a dedicated advocate for Girls Inc., Foundation for the Education of Young Women (FEYW), National Charity League, and is active in her church and various other community organizations.

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