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.
Terri Paris
Commission Manager
Terri joined Alera Group in 2015. Prior to joining, she worked in various accounting roles, including controller and accounting manager. She received a B.A. in English from St. Joseph’s University and received her M.B.A. from St. Joseph’s as well.
Rules to live by? Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do
Where did you grow up? Mt. Laurel, NJ
Favorite place to visit? Naples, Florida
Most adventurous experience? Snowmobiling on a glacier in Iceland
What is your favorite T.V. show? Modern Family
Diane Reynolds
Benefit Analyst
Diane serves as a Benefit Analyst. Diane works primarily with small group clients. She prides herself on client customer service.
She assists in managing client renewals and proposals while providing day-to-day support. In addition, working as an advocate for employees, Diane thoroughly researches, and resolves claim issues, and handles enrollment issues as required.
As office administrator, she is responsible for managing all company licensing, assists with reconciling company commissions, and oversees IT administration. Diane has many years of experience that provides her with the tools she needs to dominate her field.
First thing you do when you go home from work? Be a mom to my three children
Favorite sports team? The Philadelphia 76ers
Childhood nickname? Didi
Most adventurous experience? Swimming with manatees
What did you want to be when you grew up? Nurse
Jennifer Roberts
Benefits Analyst
Jennifer serves as a Benefit Analyst. She works as an advocate for the client and its employees by analyzing renewal rates and premium increases to ensure competitive pricing. She researches and handles client issues promptly.
She is responsible for supporting consultants with all aspects of client service, including presentations, carrier proposals, renewals, communication materials and audits. In her free time, she enjoys hiking the beautiful National Parks with her family.
Rules to live by? “There are no shortcuts to any place worth going”- Beverly Sills
Favorite place to visit? Banff, Alberta Canada. The Canadian Rockies are stunning!
Dream car? Red Tesla
Weirdest thing you have ever eaten? Moxie and Moose Burgers, it’s a Maine thing
If you could travel anywhere in the world, where would you go? Paris. I would love to visit the Louvre and enjoy fresh croissants at the local café.
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.
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
The Compliance Pathway Q1
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
March 5, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
Alera Group Presents: Navigating Medicare
The knowledgeable team at Alera Group is here to help you navigate your Medicare options to ensure you feel confident in your post-65 healthcare coverage.
March 11, 2026 at 12:00 pm CT | Virtual
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Employee Benefits
The Funding Edge: Why Fully Insured Limits Control — and What Modern Funding Unlocks
A funding decision framework leaders can use to evaluate options and align on next steps.
March 17, 2026 at 01:00 pm CT | Virtual
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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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