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.
Judy Robie
Senior Communication Consultant
Judy serves as a Senior Communication Consultant. She is dedicated to helping the Alera Group clients improve the perceived value of their benefit program by educating and engaging employees. Judy recognizes that organizations can make a positive impact on health outcomes, employee productivity and employee appreciation, however, to do so, employees must be motivated to take action.
She has over 25 years of experience consulting with employers on the design, funding, administration and communication of health and welfare benefit plans.
Where is your favorite place to eat? Amani’s BYOB in Downingtown, PA
What is something that’s on your bucket list? Visit Monterey, CA (my birthplace) and play a round of golf at Pebble Beach
If you were stranded on an island and could only bring one item, what would you bring? My golf bag/clubs
What did you want to be when you grew up? Speech Pathologist/Hearing Teacher
Best advice you’ve ever received? You don’t have to be great, just be better than everyone else.
Sharon Rock
Benefit Analyst
Sharon serves as a Benefit Analyst. Sharon supports Consultants in delivering comprehensive financial renewal evaluations by analyzing claim vs. funding history, forecasting plan costs and monitoring large claim exposure.
She further assists Consultants in managing the administrative complexities of their clients’ benefit programs and works toward developing seamless integration among their carriers and outside vendors.
Her project engagement approach is centered around building strong client partner relationships to deliver high quality, cost-effective and time-sensitive business outcomes.
Rules to live by? Failing to plan, is planning to fail
Favorite superhero? My mom, she donated all her organs and saved many lives
Favorite place to visit? Any place with a beach
Most interesting place you have been? India
What is your favorite T.V. show? Friends
Frank Sarr
Managing Consultant
Frank serves as a Managing Consultant. Frank is responsible for the delivery of all services provided to his clients. This includes leading his clients through the strategic planning process and establishing goals and objectives.
Throughout the process Frank monitors the financial performance of the program, and he is continually focused on related communications, administration, design, funding and compliance.
Frank holds a Bachelor’s degree in Communications and a minor in Economics from Wittenberg University.
Rules to live by? Don’t die wondering.
Where is your favorite place to eat? Village Whiskey in Philadelphia, PA
If you were stranded on an island and could only bring one item, what would you bring? My family
Childhood nickname? Chopper
What is something that’s on your bucket list? Dive in the Chapada Diamantina caves in Brazil
Matt Selemon
Financial Analyst
Matt serves as a Benefit Analyst. Matt analyzes client data to recommend financial solutions.
He prepares financial and clinical reporting while working with client account teams to examine results of financial modeling scenarios. He assists in developing recommendations and proposing alternatives.
Matt holds a Bachelor’s degree in Mathematics with a concentration in Actuarial Science from Bloomsburg University. He also has years of experience as a large group underwriter.
What did you want to be when you grew up? An astronaut, but I am afraid of heights
Best advice you’ve ever received? Never stop learning -Uncle Sam Powell
Dream car? 1969 Big Block Corvette
Favorite movie quote? “I’ll be back” -Terminator
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
Big Brothers Big Sisters Independence Region
For over 100 years, Big Brothers Big Sisters Independence Region has been positively impacting children and communities in Philadelphia, Montgomery, Chester, Delaware, Burlington, Camden, and Gloucester counties in PA and NJ. They don’t create potential in a child, they just foster and protect it.
Buck County Children’s Advocacy Center
The Bucks County Children’s Advocacy Center (CAC) provides a safe and child-friendly environment in which CAC staff, law enforcement, child welfare, prosecution, victim advocacy, medical and mental health professionals collaborate to implement effective, coordinated investigations of suspected child abuse.
With more than 2,500 reports of child abuse in Bucks County each year, the Bucks County Children’s Advocacy Center provides a setting in which children can receive timely, collaborative services from agencies mandated by law to investigate reports of child abuse. The predominant approach to child abuse investigations at the Children’s Advocacy Center is the multidisciplinary team model. This approach supports enhanced communications between the various agencies that respond to allegations of child abuse.
The Bucks County Children’s Advocacy Center strives to transform the system by providing a child-friendly setting where a skilled team of professionals come together under one roof to investigate serious child abuse allegations, conduct forensic interviews to aid in the prosecution of offenders and connect children and families with therapy and victim assistance services — always keeping the best interest of the child in mind.
Eluna Network
The mission of Eluna is to support children and families impacted by grief or addiction. Their innovative resources and programs address the critical needs of children experiencing powerful, overwhelming and often confusing emotions associated with the death of someone close to them or substance abuse in their family. No child should have to face these struggles alone, and our unique programs bring kids together to ease their pain and provide the tools to help restore hope.
Children affected by grief or addiction can feel isolated and alone. Circumstance puts them at increased risk for depression, suicide, poverty, anxiety and behavior problems. Children living in a home with addiction are also at four times the risk of developing an addiction of their own. Eluna’s programs come alongside children and their families to provide vital support helping to prevent complications that arise from unaddressed childhood bereavement and to help break the cycle of addiction in the next generation.
Eluna is dedicated to energizing new research and inspiring political advocacy that will lead to higher standards of care and positive outcomes for children in the fields of bereavement and addiction prevention. By raising awareness for these issues, Eluna reduces stigmas, improves understanding, and makes healing possible for children in need.
Alfred I. du Pont Hospital / Nemours Foundation
A gift of toys, games, books, or crafts can do wonders to brighten a child’s life while they are in the hospital or clinic waiting room. The Child Life programs at Nemours offer activities designed to help children cope with their hospital stay.
Child Life specialists in the hospitals are trained to work with children who have serious illness or are recovering from surgery — often using toys, games, and crafts to allow them to express their fears and hopes and regain a sense of mastery and control.
New, cuddly stuffed animals, hand-held video games, books, and music CDs can help to pass the time and provide a distraction from the hospital routine or clinic visit.
Manna
Manna uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Foundations – Understanding the Multigenerational Workforce
In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career planning strategies, review legal and compliance trends and provide actionable tools and resources.
January 21, 2026 at 10:00 am CT | Virtual
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Employee Benefits
Designing Benefits for Early - and Mid-Career Employees
In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career benefit strategies, review legal and compliance trends, and provide actionable tools and resources.
February 4, 2026 at 10:00 am CT | Virtual
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Employee Benefits
Designing Benefits for Mid - to Late-Career Employees
In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career benefit strategies, review legal and compliance trends, and provide actionable tools and resources.
February 18, 2026 at 10:00 am CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
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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Employee Benefits
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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2025 Leave Report: Insights to Guide 2026 Leave Planning
Explore Alera Group’s 2025 Leave Report. Benchmark PTO, parental leave, and holiday policies to strengthen employee retention and recruitment as you plan for 2026 and beyond.
October 1, 2025
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Legal Alert: IRS Issues Affordability Percentage Adjustment for 2026
The Internal Revenue Service (IRS) has released Rev. Proc. 2025-25, which contains the inflation adjusted amounts for 2026 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.
July 23, 2025
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