Greater Philadelphia Area
About Us
In the Philadelphia area, we have brought together six outstanding firms as Alera Group Philadelphia. This includes Pentra, HealthFirst, Somerset Capital, Vantage Point, Perspective Financial Group and HR inTune. Recently, Lamb Benefits – Employee Benefits Division joined our team. Every owner of each firm remains an equity partner in Alera Group. Our mission is to enhance our clients’ experience in tangible and measurable ways by building on the foundation of each firm. We strive to deliver the best possible outcomes—positively impacting our employees, clients, communities and the lives of people we serve.
There is a level of excitement at Alera that our clients experience through daily interactions with our team. We care about our people, our clients, our client relationships and making a difference.
Meet Our Team
People you can count on. People you can trust.
Clint Brooks
Senior Partner![Clint Brooks](/sites/g/files/sujchg151/files/2024-05/Clint_Brooks_Websize1.jpg)
Clint serves as a Senior Partner. Clint is responsible for driving innovation and client strategy for Alera Group. This includes developing progressive outcome-oriented strategies, plan designs and creative contribution approaches to drive employee behavior.
He has direct experience with merger and acquisitions, due diligence and integrations, wellness plan integrations, outsourced administrations, divestitures and reorganizations, and cost reduction programs.
Clint is recognized in the industry as a respected national thought leader, has served on Advisory Boards for Aetna, United Healthcare, and Cigna, and also served on the board of Alera Group.
Favorite Book? The Greatest Thing in the World by Henry Drummond. I read it every time I am on a plane. It put words to something I always understood but could not articulate.
Favorite place to visit? Harbor Springs, MI
Most interesting place you have been? I took my children to Kibera slum in Nairobi. It was an emersion trip to expose ourselves to the huge percentage of the world that lives on a dollar a day.
What is something that’s on your bucket list? Score my age in golf. It validates health, longevity, agility and prosperity.
Samantha Brower
Marketing Director![Samantha Brower](/sites/g/files/sujchg151/files/2024-05/samantha-brower-pentra.jpg)
Samantha serves as the Marketing Director. Samantha is responsible for providing strategic direction for all marketing initiatives and major events.
She supports the marketing department through the development of content for the firm’s social media platforms, constant data upkeep, and she also serves as the Event Coordinator for internal and external events.
Samantha holds a Bachelor’s degree in Marketing and International Studies, both of which are from the University of Alabama.
Rules to live by? Choose joy.
If they made a movie about your life, who would you want to play you? Mila Kunis
Most interesting place you have been? Shanghai, China.
What did you want to be when you grew up? A princess.
Bryan Buchanan
Communication Consultant, Graphic Design![Bryan Buchanan](/sites/g/files/sujchg151/files/2024-05/bryan-buchanan-pentra.jpg)
Bryan serves as a Communication Consultant. He focuses on design and execution of employee directed communications for clients facing various challenges in improving the perceived value of their benefit program.
He is enthusiastic about educating and engaging employees, helping them to understand their benefit options and make smart healthcare decisions.
Bryan holds a Bachelor of Science in Graphic Design from the Art Institute of Philadelphia.
Most adventurous experience? A two-week RV trip hiking six National parks in Arizona and Utah.
Favorite sports team? The Philadelphia Eagles
Favorite movie quote? “May the wind always be at your back and the sun upon your face. And may the winds of destiny carry you aloft to dance with the stars.” – Johnny Depp
Danielle Buchanan
Senior Vice President, Employee Benefits![Danielle Buchanan](/sites/g/files/sujchg151/files/2024-05/Danielle_Buchanan_Websize1.jpg)
Danielle joined in 2003, and serves as the Senior Vice President, Employee Benefits. She is responsible for leading continuous improvement of the firm’s operational elements impacting client service and delivery and ensuring consistency in the Alera Group client experience.
She works closely with her clients to establish strong, active relationships, and to provide proactive and consultative expertise based on each client’s unique challenges.
Favorite Book? Spring by R.H Blyth- a book of haiku
Favorite superhero? My Dad. He is brave and strong willed, family focused, and his work ethic is unmatched.
First thing you would buy if you won the lottery? A fancy new boat for my husband, Josh
Most adventurous experience? Parenting my two sons, John and Gardner
Best advice you’ve ever received? You only get to keep what you give away -T. Will
Resources
Success Stories (downloads)
Captive Refesability Study for Fortune 500 Company
THE CHALLENGE Alera Group was requested to undertake a captive refeasibility study for an U.S. based multinational manufacturer of appliances with...
Enhancing a Healthcare Captive
THE CHALLENGE A non-profit multi-state health system with 35,000 employees wanted to conduct a feasibility study to determine if captive funding...
Quarry Faces Environmental Liability Query
THE CHALLENGE A large quarry operation owned a dig site that had been filled with a profusion of waste material following a mineral extraction....
An Alera Group member company based in Southern California was asked by the board of directors of a 400-unit condominium building to provide a bid...
Complicated Commercial Real Estate Portfolio
An Alera Group member company based in Southern California was retained by a commercial real estate property manager to review the insurance policies...
Persistence Secures an Infant’s Life Sustaining Treatment
An Alera Group member company that provides services focused on customized, comprehensive employee benefits, HR technology solutions, and wellness...
Start Up Benefits for a Start Up Company
Alera Group was contracted by a start-up national credit counseling company to assist with maintaining employee health benefits offerings while...
An Alera Group company that serves as a multidisciplinary employee benefits and risk management consultancy was approached by a company in the...
THE CHALLENGE Alera Group was the benefits broker for an employer that was working with two affiliated health insurance companies, “Company A”...
Our Community
EXPERT EDUCATION
Events and Webinars
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![Webinar Graphic](/sites/g/files/sujchg151/files/Alerts-News-Events/WSG-EB-EngageWebinar-Architecture4-062624.png)
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![Engage Webinar Graphic](/sites/g/files/sujchg151/files/Alerts-News-Events/WSG-EB-Webinar-Nature4-062624.png)
Employee Benefits
Q2 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 6, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
The Market for Employee Benefits in 2025
Join Alera Group on January 16 from 1-2 p.m. CT as we highlight the key findings in our "2025 Employee Benefits Market Outlook" and discuss how trends in employee benefits may affect your business' offerings. The insights we’ll share and the questions we’ll answer will help you determine your benefits strategy for the months ahead.
January 6, 2025
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New ACA-Related Laws Provide More Flexibility to Employers
On Monday, December 23, 2024, President Biden signed into law two bills, H.R. 3797 (the Paperwork Reduction Act) and H.R. 3801 (the Employer Reporting Improvement Act), which will positively impact applicable large employers (ALEs) and other entities required to furnish Forms 1095-B or 1095-C to individuals.
January 2, 2025
Find out moreEmployee Benefits
State of the Market for Employee Benefits in 2025
What are the needs and priorities of those in the workforce and the employment market? What are rival businesses offering to attract and retain the best the market has to offer? And what shifts are taking place in the market that employers should anticipate and prepare for? Alera Group’s 2025 Employee Benefits Market Outlook, scheduled for release on January 16, provides answers to those essential questions.
December 19, 2024
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IRS Releases PCORI Fee For Plan Years Ending Before October 1, 2025
The IRS has released Notice 2024-83, which sets the applicable PCORI fee for plan years ending between October 1, 2024, and September 30, 2025, at $3.47 per covered life.
December 12, 2024
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