Meet Our Team
Joshua Atlas, JD
Senior Insurance and Risk Consultant
Specialization: Policy Analysis, Insurance Program Design
Joshua has been advising on medical professional liability insurance matters since 2010. He draws on his training and experience as an attorney to perform in-depth policy and coverage analysis to ensure clients are protected from liability. Joshua leads the Service Teams for many large healthcare clients.
Christey Beckert
Senior Vice President
Specialization: Physician Groups, Medical Facilities
Christey has specialized in the medical professional liability field for the majority of her 20+ year career in the insurance industry. Christey manages the team in our Western PA office with clients throughout the Northeast and Midwest. She has a deep expertise in the insurance issues facing medical practices and is a strong advocate for her clients.
Brian Carlson, CFP®, CLU®
Senior Vice President, Wealth Services
P: (847) 457-3181
Specialization: Individual Insurance (Disability, Life, Long-Term Care), Wealth Management & Comprehensive Financial Planning
Brian has been helping medical professionals with their individual planning needs since 2001. He is a speaker in the medical community. Each year he conducts many financial educational workshops for residents, fellows and practicing physicians nationwide. He has been published multiple times in AAOS Now (The American Academy of Orthopedic Surgeons Journal). Brian understands that physicians have very little time to research and keep up to date on many tax advantages and investment options available to them. One of his primary goals is to help physicians navigate through their many financial options.
CA license # 0F50688
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.
Paul Curtis
Partner
Specialization: Reinsurance Programs, Complex Risks, VBC Downside Risk
With over 40 years of healthcare insurance experience, Paul is a preeminent expert in the New York market, overseeing and managing relationships with large physician groups and hospital systems. Paul uses his in-depth knowledge of trusts, captives, RRG’s, etc. to develop tailor-made programs for complex risks.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Supporting Women’s Health Month: Trending Employee Benefits
In this session, we’ll talk about how employers are helping female employees and dependents be their best through every phase of life: From fertility, maternal care and parenting to peri/menopause, caregiving and mental health.
May 16, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Q2 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
June 4, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Optimize Your Benefits: A Three-Pronged Approach
Want to lower healthcare costs and enrich your benefits program at the same time? If so, this webinar is for you.
June 20, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Property and Casualty
Affordable Housing Providers Hardest-Hit in Insurance Market for Nonprofits
Adding to significant challenges including labor shortages and reduced funding, nonprofit organizations are experiencing increasing difficulty in securing adequate property and casualty insurance. Premiums are increasing, deductibles are escalating, and the number of carriers willing to engage with nonprofits continues to shrink. These challenges underscore the importance of partnering with an experienced insurance broker who specializes in serving nonprofit organizations.
May 7, 2024
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Property and Casualty
Navigating the Medical Malpractice Insurance Cycle
The rising trend of high-profile medical malpractice cases with significant monetary awards underscores the need for physicians and others in the medical industry to protect themselves with Medical Malpractice Liability Insurance.
April 23, 2024
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Slower bookings, insurance challenges make for a tough year in hospitality
A combination of slowed bookings and a volatile insurance market is likely to make this a challenging year for the hospitality industry. After a two-year surge following the COVID-19 lockdowns — industry insiders refer to it as “revenge travel” — the sector anticipates more modest growth in demand throughout the remainder of 2024.
April 2, 2024
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Environmental Liability Insurance: Stable market for a growing need
Despite stricter regulations and increased penalties for environmental contamination, market conditions remain stable for Environmental Liability Insurance — an outlier in a mostly hard market for property and casualty coverage. As Alera Group’s "2024 Property and Casualty Market Outlook" reports, now is an excellent time to secure this valuable coverage, especially if your organization owns property that is or may be contaminated.
March 20, 2024
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