top of page

OUR TEAM

For nearly forty years, our team has delivered an unparalleled expertise and understanding of the laws and practices that have shaped our industry. 

 

Simply stated, the CCI Team will assist you in achieving a better settlement. And we do it at no cost to you or your client.

Jeffry S. Borow

President and Principal

With more than 40 years of experience in Life insurance and financial planning, Jeff is one of the nation's leading structured settlement consultants.

​

Martin Jacobson

General Counsel and Principal

Marty is a licensed NY and NJ attorney with extensive trial experience in both state and federal courts. He’s a renowned lecturer and regularly presents seminars to the bench, bar association groups and law firms. Marty and CCI’s legal team draft, review, and/or revise all of the legal documents needed in Structured Settlements and Periodic Judgments for our attorney clients.


An expert on the subject of Periodic Judgments (CPLR Articles 50-A and 50-B), Marty negotiates structured settlements for Creative Capital's clients.  CV

​

Dennis H. Waldman

Vice President and Principal

Dennis handles some of Creative Capital's largest cases. He helps CCI’s attorney clients achieve better settlements by liaising with companies that underwrite structured settlement annuities and is often the catalyst who can procure a better benefit.

​

Morris Lener

Vice President 

Morris is NY State’s leading expert in assisting attorneys at mediation and settlement conferences in achieving better offers by employing the Multiplier Effect of CPLR Art. 50-A and 50-B. Morris has participated in hundreds of mediations throughout New York State. 

​

In the area of Wrongful Conviction and Imprisonment, Morris has handled some of the largest and most prominent cases in the nation. CV

​

Rhys Andersen, CSSC

Assistant Vice President

Rhys joined Creative Capital in 2015. With a background in analyzing expenses, business models, and investments, Rhys supports CCI’s clients by crafting structured settlements and attending mediation and settlement conferences.

​

Lisa Hudak

Office Administrator & Jr. Paralegal

Lisa joined Creative Capital in 2008 as a receptionist/administrative assistant. She is currently working as a Jr. Paralegal while pursuing her Paralegal Associates Degree at Brookdale College. As a member of the legal team, Lisa prepares settlement documents, communicates with CCI’s attorney clients, and participates in all aspects of the settlement process.

​

Charles Jacobson, CSSC

Assistant Vice President

A computer science graduate of GWU’s engineering school, Charles joined Creative Capital in 2003. He regularly helps attorneys and plaintiffs choose appropriate structured settlement plans and helps resolve cases by attending mediation and settlement conferences.  Charles is also an expert handling the calculations necessary for New York’s Medical Indemnity Fund cases.

​

Stefanie Jacobson Petit, CSSC

Assistant Vice President, Marketing & Client Relations

Stefanie received a BA from Fairleigh Dickinson University and Masters in Graphic Communication Management from NYU. Since 2007, she has crafted Creative Capital’s brand voice and managed strategic relationships with regional and national partners. As the liaison to our trial lawyer associations partners, Stefanie helps direct CCI’s ongoing effort to educate our attorney clients of the resources available to them, without charge, from the CCI Team.

​

Allison Blonski

Paralegal

A cornerstone of our legal support team since 2019, Allison serves as the leagal team's Senior Paralegal with a focus on document integrity. She handles the heavy lifting of drafting and revising complex legal agreements and provides a critical eye to documents to ensure they meet the high standards our attorney partners expect.

​

Alyssa Blonski

Junior Paralegal

Alyssa joined the Creative Capital team in 2023. Originally starting as a Legal Assistant, her sharp attention to detail and dedication to our clients quickly led to her current role as a Junior Paralegal. She is a vital part of our support structure, ensuring that the documentation behind every "Creative Approach" is as precise as the plans we build.

​

Alyssa Salter

Junior Paralegal

Alyssa joined the legal team in 2024. Bringing a background in Communications and Client Relations, she blends professional precision with a client-first perspective to ensure the documentation process is seamless for our partners.​

Bryce Lener

Structured Settlement Associate

Bryce’s history with Creative Capital first began as an office assistant during his undergraduate breaks. After officially joining the team as a Trainee in 2025, he transitioned into his current role as a Structured Settlement Associate within his first year. He works alongside Rhys and Morris to craft custom settlement designs and provides essential support during mediations and conferences.

​

bottom of page