About Us
Since 1999, SIG, an employee benefits firm, has been dedicated to partnering with our clients and providing exceptional customer service. The inspirational basis for our operating business principles is: “If you take care of Baltimore, Baltimore will take care of you.” This philosophy has instilled itself in our culture and practice of all employees. SIG has years of industry experience, which has given us an edge over the competition in the vast wealth of knowledge and resources we have gathered. Our employees are passionate about helping and forming long-lasting relationships with others, and when you partner with us, we become a true extension of your company.
In 2017, SIG and 23 other like-minded, entrepreneurial firms came together to form Alera Group. Since then, Alera Group has grown to become the 11th largest independent insurance and financial services firm in the nation with over 4,000 employees, 180 firms, and thousands of clients across the country.
In 2023, we officially began embracing the Alera Group brand. What remains consistent is holding our clients at the core of our business; we focus on bringing personalized solutions, expanding our capabilities, and deepening our resources nationally.
Mission
We go the extra mile to help navigate the healthcare system and marketplace for our clients in order to advise them on the creation of comprehensive benefits plans that align with their core values to maximize their investment while controlling their costs. Our team-oriented approach allows us to become an extension of our clients’ HR departments. Through our vast knowledge and resource base, we keep our clients educated and well informed with the ever-changing healthcare regulations and marketplace.
Core Values
In order to create the organizational culture we desire, we embrace and embody the following core values:
- Partnership
- Integrity
- Creativity
- Flexibility
- Passion
- Collaboration
- Excellence
Meet Our Team
People you can count on. People you can trust.
Dave Tomasic
Senior Financial Consultant
Dave joined the firm in 2022 and is a Senior Financial Consultant. Dave works with clients to design, implement, and support high-performing benefit plans. He has over 20 years of experience in working with self-funded clients, including forecasting and ongoing plan management. Dave enjoys reviewing claims data to look for trends and cost drivers, and proposing solutions that are tailored to each individual client. He also has extensive experience with actuarial modeling to assist clients with selecting benefit plans that help them attract and retain employees. Dave has a Bachelor of Science degree in Actuarial Mathematics from the Pennsylvania State University and is a Group Benefits Associate (GBA) from the ISCEBS.
John Tunney
Branch President
John has over 25 years of CFO experience building emerging growth and middle market companies in both the public market and the private sector as well as for profit and not for profit. John and his team provide HR & Benefits Technology consulting to companies in the Mid-Atlantic region. Using his past experience in the area of HR administration and information technology, he will support the review and recommendations of preferred vendors and solutions for HR compliance, payroll and benefits admin from a CFO perspective.
John’s experience extends to manufacturing, distribution, online marketing and software development companies. John has also overseen year-end audits of defined contribution plans, pension plans, financial statements and tax returns (including state and federal).
He holds a B.A. from Washington & Lee University, an MBA from Loyola University of Maryland and is a CPA with high distinction.
Lindsay Walker
Vice President
Lindsay joined the firm as an intern in 1999 and currently serves her clients as a Vice President. Lindsay has extensive training in the areas of fully insured medical plans, captives, Group Life, Long Term Disability, Short Term Disability, Vision and Dental plans across all industries. Lindsay has significant experience with the marketing, sale and implementation of group benefit plans.
Lindsay volunteers her time as a junior board member for Living Classrooms and has been a mentor for the Crossroads School. She was also a Living Classrooms Rising Star in 2016.
Lindsay is originally from Baltimore and attended Roland Park Country School. She graduated from Towson University with her Bachelor of Arts in History. Lindsay also holds her Life & Health License.
Chris Wiley
Senior Financial Consultant
Chris joined the firm in 2008 and is now Senior Financial Consultant. As an analyst, Chris uses a proprietary suite of analytic tools to recommend financial solutions. Chris prepares financial/clinical reporting and also works with consultants to examine results of complex financial modeling and analytics. In his current role, he provides detailed analysis to clients concerning their benefit costs, proposed benefit plan designs and deduction modeling scenarios. He designs concise reports illustrating the financial impact of multiple strategies. Chris is an integral part of the strategic team in assisting clients with their budgetary needs in preparing cost per head reports, historical claim analysis, catastrophic claimant breakdowns, and deduction modeling.
Chris holds a Bachelor’s degree from Towson University as well as a Life and Health license.
Community Service
Paying it Forward is a core component at our firm. Our culture thrives on community involvement where we proudly support our clients, employees and the communities in which we live and work.
We empower our employees to “pay it forward” by fostering a sense of purpose and providing opportunities for impact in our community. One way we do this is by supporting causes and initiatives proposed by our team and providing opportunities to serve the
We empower our employees to “pay it forward” by fostering a sense of purpose and providing opportunities for impact in our community. One way we do this is by supporting causes and initiatives proposed by our team and providing opportunities to serve the wider world. We believe having a culture that encourages serving and giving is a significant contributor to life and career fulfillment, which enhances our overall wellbeing. With the help from our Culture Committee, we have the opportunity to serve our community together with multiple planned events each year.
We strive to creating lasting relationships with our clients. We are proud to support our clients and friends of the firm in their mission and their organizations that help create meaningful, lasting change in our community. Interested in us serving your
We strive to creating lasting relationships with our clients. We are proud to support our clients and friends of the firm in their mission and their organizations that help create meaningful, lasting change in our community.
Interested in us serving your non-profit or organization? Reach out and let us know! Email us here
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals
A clear, data-driven view of the 2026 employee benefits landscape grounded in benchmarking results.
June 16, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy
A GLP-1 decision framework plus scenarios.
July 21, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices
Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.
August 18, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: RxDC Reporting Due June 1st
Reminder: RxDC Reporting Due June 1st
February 26, 2026
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Employee Benefits
IRS Releases Guidance Related to Recent HSA Changes
The IRS recently released Notice 2026-5, which provides guidance and answers to common questions related to the expanded availability of health savings accounts (“HSA”) under the Reconciliation Act (previously named the One Big Beautiful Bill Act) passed into law earlier this year.
December 30, 2025
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Legal Alert: Agencies Clarify How Certain Fertility Benefits May be Treated as Excepted Benefits
This alert is of interest to all employers that offer fertility benefits or may be interested in offering fertility benefits in the future.
November 4, 2025
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Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2026
This alert is of interest to all employers that sponsor health FSAs and qualified transit plans, among others.
October 10, 2025
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