About Us
OUR STORY
As an Alera Group Company, Wilson Albers is more than a local firm with local resources. We’re backed by the power of more than 100+ locations across the United States, with industry-leading professionals and the resources you would expect of a national firm. As an employer services firm we specialize in Employee Benefits, Human Resources, Retirement Plans, Wealth Management, and Property & Casualty.
We're able to offer the resources, technical knowledge, and best practices of a large national firm, while maintaining our personalized; local relationships. The innovative culture of Alera Group allows us to collaborate with national partners to meet your unique needs. Our national size gives us the buying strength to keep costs low for our clients. We pair that with our powerful local relationships, built on years of doing what is right for our clients and communities.
OUR MISSION
Over the years, we have changed and evolved alongside our clients, but our commitment and due diligence to ensure clients receive exceptional customer service has never changed. We stand by our mission, to elevate the employer and employee relationship. We aim to exemplify the spirit of a service industry in every aspect of our conduct. To achieve this, we prioritize:
- Service to our customers
- Service to our community
- Service to our community
- Service to each other
OUR VALUES
Unquestionable Integrity
To undertake decisions and work with honesty and integrity, working in the best interest of the client, their constituents, and the agency
Dedication to Excellence
To provide the best products and service available in the most resourceful way possible
Caring For People, Family, Community
To understand and respond quickly to other’s needs with care and consideration
Celebrate With Fun & Laughter
To have fun in work and play, to celebrate life in good times and bad, and to share laughs with our fellow travelers along the way
Lifelong Learning
To continually improve ourselves that we may contribute to the greater good of our customers, our company, and our community. Headquartered in Alaska, we have firsthand knowledge and experience with the healthcare landscape, trends, and market in our state
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Meet Our Team
Terry Aguilar, CEBS®, GBDS
Employer Services Consultant
A key member of the sales and business development team who builds relationships with prospects and clients, Terry specializes in executive compensation strategies and disability plans for highly compensated individuals. She’s a 35-year veteran of the employee benefits industry and has been providing valuable insights and solutions at Wilson Albers since 1997.
Terry holds the Certified Employee Benefits Specialist (CEBS®) designation from the International Foundation of Employee Benefits, along with the Group Benefits Disability Specialist (GBDS) certification from the National Underwriter Company. As a long-term member of the National Association of Benefits and Insurance Professionals and a past trustee for the Health Underwriters Political Action Committee, she regularly meets with members of Congress on healthcare issues.
Even though she attended the University of Alaska and has two grown children who graduated from UAA, Terry is a huge Nebraska Cornhuskers fan—she grew up in the state. In her free time, she loves camping, fishing, and exploring with her significant other and their black lab.
Amy Ault
Sr. Account Manager, Employee Benefits
One of the longest-tenured employees on our team, Amy has been with the office since 1989. She is the primary contact for day-to-day client questions and concerns, member advocacy, and claims issues. Amy’s role also involves coordinating and processing requirements for new plan implementation, renewals, and preparation for open enrollment.
Her thorough knowledge and experience are a vital asset for both clients and her team—she says she loves helping employers and their employees with all levels of questions and concerns, from contracting and billing to assistance using the benefit plan. A member of the National Association of Health Underwriters and the organization’s Oregon chapter, she also holds a health and life insurance license. Amy studied at The University of Alaska in Anchorage and Alaska Business College.
Married with two sons and a miniature schnauzer, she likes to get outside whenever she can to walk, hike, and garden. Other hobbies include music, movies, reading, and taking road trips.
Kathy Binkley, RHU®, ChHC®, REBC®
Senior Consultant, Employee Benefits
Kathy spent 15 years in information technology and other roles before she joined the team in 2005—with no insurance background, she learned an entirely new industry and became experienced through countless hours of training and studying. Today, she holds several distinguished designations: Registered Health Underwriter (RHU®), Chartered Healthcare Consultant (ChHC®), and Registered Employee Benefits Consultant (REBC®).
Kathy specializes in serving groups of less than 20, as well as individuals seeking coverage. She also leads a team that supports our preferred accounts, delivering exceptional service and personalized care. It’s the part of her role she enjoys the most—helping people understand and utilize their benefits.
The founder of an animal-rescue nonprofit in North Carolina, Kathy and her husband always have a menagerie of animals at home. While they usually focus on rescuing neonatal kittens, other “guests” have included dogs, rabbits, snakes, rats, and even a tarantula.
Kathy is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Wendy Brant, SPHR®, HRCI®
Executive Partner, HR Services
A proven leader with over 20 years of experience in all facets of HR, Wendy serves as HR director for multiple clients and ensures seamless HR functions. Always ready to roll up her sleeves and help do the heavy lifting, she has earned the Senior Professional in Human Resources® designation and is certified by the HR Certification Institute®.
Wendy took a circuitous path to Alera Group; among her previous roles, she trained members of the U.S. military on job search and networking skills at bases spanning the Pacific—including Japan, Korea, and Washington. She also worked coast to coast as an HR manager for one of the largest federal contractors in the country.
A graduate of Hawaii Pacific University who earned her Executive MBA at Washington State University, Wendy is married to Drew, a Navy veteran; they have two kids, Kaile and Aurora. When she’s not working, she enjoys traveling, gardening, cooking, and volunteering.
EXPERT EDUCATION
Events and Webinars
Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
January 22, 2025 at 12:00 pm CT | Virtual
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Employee Benefits
Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce
In this session, our experts will showcase the value of voluntary benefits, from financial savings to improved retention to addressing the specific needs of their employees.
March 20, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Balancing Cost and Care: Could a Captive solution be the right fit for you?
In this session, our experts will discuss how captive solutions work and what you need to consider for your own group’s needs.
April 17, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Retirement Plan Services
Portability Services Network Expands Impact
According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.
January 16, 2025
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Retirement Plan Services
Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know
Staying compliant in this environment demands significant time and resources. Sponsors must regularly update plan documents to reflect the latest judicial interpretations and may need to consult legal counsel more frequently to help mitigate risks. This ongoing burden can divert attention from other strategic priorities and increase overall administrative costs.
January 13, 2025
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Weekly Market Update
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.
January 13, 2025
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Retirement Plan Services
DOL and IRS Provide Hurricane Relief Guidance
The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster relief measures for employee benefit plans, participants and sponsors affected by Hurricane Helene, Tropical Storm Helene and Hurricane Milton. While the guidance applies broadly to health, welfare and retirement plans, the following provisions are specifically relevant to retirement plan sponsors and participants.
January 6, 2025
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