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
Margery Pratt, CEBS®, RHU®, REBC®
Client Support Services, Sr. Director, Employee Benefits
Margery uses her extensive experience and education in group employee benefits to oversee Wilson Albers client services, ensuring our company continues to deliver excellence and exceed expectations. She also provides compliance support and guidance for the myriad of benefits-related legal and regulatory issues businesses face.
A key member of our team for more than 27 years, Margery has earned several prestigious industry designations during her career: Certified Employee Benefits Specialist (CEBS®), from the International Foundation of Employee Benefits; Registered Health Underwriter® (RHU), from The American College of Financial Services; and Registered Employee Benefit Consultant® (REBC), also from The American College. She has a degree in English literature from the University of Washington and studied business at the University of Alaska in Fairbanks as well.
Margery and her husband have a college-age son. They enjoy exploring Alaska in the summer, taking RV trips together, and boating.
Stephanie Rossland
Senior Consultant, Employee Benefits
For more than 20 years, Stephanie has worked in all facets of employee benefits. Before joining the team in 2014, she managed and coordinated plans for a hospital with locations and staff in remote areas around the state.
Now Stephanie works with mid-sized employers, helping clients build benefits packages that are both successful and sustainable, while educating employees as well. She says she enjoys partnering with clients so they can offer meaningful benefits to workers, and then ensuring those individuals understand their plan and can use it effectively.
Stephanie graduated with honors from National American University, where she earned a degree in accounting. She earned the Registered Employee Benefit Consultant ® (REBC) designation in 2019. She loves spending time with her family (which includes a young son who loves dinosaurs), going on quilting retreats with friends, and exploring the beautiful outdoors in Alaska. As you might expect, her background in numbers means she’s good at sudoku, too.
Stephanie is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Amy Schlerf
Associate Consultant, Employee Benefits
Part of the team since 2013, Amy serves as an Associate Consultant for individual and small-business accounts. She has a strong customer service and advocacy background and is dedicated to providing the best overall benefits experience for each of our clients.
Amy is licensed in life and health insurance in both Alaska and Washington and holds certifications on the Federally Facilitated Individual and SHOP marketplaces. She attended the University of Alaska in Anchorage, where she earned an Associates of Applied Sciences degree in Accounting. She is currently working on her REBC designation in Employee Benefits.
The interactions she has with clients, the continuing ability to learn new things, and the opportunities Wilson Albers provides to grow professionally are just a few of the reasons Amy says she loves her role. When she has free time, she enjoys raising funds for different community organizations, working on crafting projects
Leslie Shelton
Sr. Account Manager, Employee Benefits
Working with advisory staff to effectively serve our clients, Leslie has played a key role at Wilson Albers since her arrival in 2013. She is known for her efficient and timely ability to deliver guidance and solutions, thanks to her breadth of experience in Alaska’s healthcare industry.
Leslie sees herself as a resource for both clients and their employees, enabling them to better understand their processes and benefits—and providing them with a liaison who has established solid relationships with insurance carriers and vendors over a 25-year career. Her goal is to “ease worries, help find resolutions, and be a trusted partner,” she says.
Leslie has a bachelor’s degree in communication from Grand Canyon University; she also attended Grayson County Community College in Texas before moving to Alaska in 1988. An inaugural member of Alera Group’s Women’s Mentorship Program, Leslie is also an accomplished author.
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
Sign Up
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
Sign Up
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
Sign Up
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
Find out more
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
Find out more Wealth Services
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
Find out more
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
Find out more