About Us
Our History
Since 1975, GCG Financial, LLC, has been a trusted partner for our clients. Our mission has been to enhance the financial security of the businesses and families we serve through exceptional employee benefits, risk management, and wealth management solutions.
In 2017, GCG Financial 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 2022, 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.
Our Team
Trusted. Smart. Passionate.
Our team has a sincere commitment to the long- term success of our clients. With an emphasis on collaboration and teamwork, we create unique solutions that fit the distinct needs of each client. We are passionate about doing what is right for every client, driven by the highest standards of professionalism, ethics, integrity, character, fairness, trust, and confidence.
Our Presence
Our clients benefit from the expertise and resources of a large national firm, while still maintaining the advantages of local service and relationships. We leverage powerful relationships, industry experience, and resources with the goal of supporting our clients’ business strategies and elevating the experience of working with us.
Above all, our firm believes in empowering people – our clients, our team, and the individuals in the communities where we live and work.
We are headquartered in Deerfield, IL, with offices throughout Illinois and Colorado, along with more than 150 Alera Group locations across the country. Wherever you are, we can meet your needs.
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
Dawn Lauret
Vice President, Benefits Consulting | Employee Benefits
Dawn Lauret joined the firm in 1998 and became Vice President of Benefits Consulting in 2005. She brings a consultative approach to the sale and retention of small group employee benefit packages with her background in both the sales and service aspects of the business. Her role is to partner with firm brokers to identify employee benefit opportunities on existing clients as well as new prospects. Many of the national health carriers have tapped Dawn for advisory boards, and she has been instrumental in designing benefit plans and providing feedback on plan strengths and weaknesses for small groups.
Before joining the firm, Dawn was an account manager for a small benefits agency in the employee benefit division.
Dawn enjoys spending her free time with her family and friends. She also enjoys playing volleyball, golfing, walking, biking, crafting, and traveling.
Education: B.S., Workforce Education and Development, Southern Illinois University.
Jordan Levitz
Risk Management Consultant
Jordan Levitz is the Director of Personal Risk Management at the firm and a third-generation insurance professional.
Jordan is a member of the Sigma Alpha Epsilon fraternity, a Florham Business Scholar and played Division III College Lacrosse.
He came to the firm after working in the insurance industry for three years as an underwriter with CHUBB, where he managed a $32M+ book of business and underwrote risks for agencies in Minnesota, Indiana and Ohio.
Jordan is a member of the Alera Personal Lines Committee and has overseen the Chicago office double in size during his first three years as director.
In his free time, Jordan is typically with his family, Kelly, Mia, and Max, or on the golf course when his family allows.
Education: Bachelor of Science, University of Southern California
Cameron Lewis
Risk Management Consultant | Property & Casualty
Cameron is a second-generation insurance professional with a background in wealth management, specializing in the education and advisement of the benefits and value found in today’s high-net worth insurance market.
Prior to joining Alera Group, Cameron worked at HUB International, running the day-to-day operations of the new client interaction team and creating specialized packages for insureds with each premier insurance carrier.
Cameron listens and learns about clients’ personal protection goals, uncovering any risks that may have been overlooked in the past. Working in conjunction with their asset management team, Cameron can personalize a client’s insurance package to appropriately protect all assets in their portfolio and provide peace of mind for the long-haul.
Catherine Loney
Vice President, Benefits Consulting | Employee Benefits
Catherine joined the firm in April 2002, and is a Vice President, Benefits Consulting. Prior to this, she was a Principal of Kraemer & Loney, Inc. Catherine entered the insurance industry in 1985 as an administrative associate for Kraemer Associates. This served as the training environment in learning the integral parts of each product in the industry, which serves as her foundation. Catherine returned to Kraemer Chantler Associates in 1995 after a brief absence, during which she focused on individual financial planning and mutual fund investments. She found her interest rested in working with employers and employees in an ever-changing environment of healthcare products – such as group medical, dental, disability, life, long term disability, wellness programs, employee assistance programs and savings vehicles for future medical expenses.
Catherine specializes in municipality and school employee benefit programs, which encompasses partially self-funded programs administered by a third-party claim administrator, administrative services only contracts administered by a carrier and fully insured programs either on an individual or pooled basis. Her emphasis is to not only analyze the benefit programs, but also to educate the administrative personnel and employees through forums designed to plan for future initiatives, ease the negotiation process and keep all participants well ahead of the benefits industry curve.
Catherine is continually recognized for her outstanding achievements. In retaining over 95% of her block year over year, she holds the distinction of being a top advisor in the firm. She has received the firm's most prestigious awards, including Pinnacle Club and Circle of Excellence, and is celebrated for her notable successes, relationships, and extensive industry expertise.
Catherine attended Waldorf College and the University of Iowa, focusing on psychology and recreation therapy. Her interest in this field allowed her to integrate her music and athletic participation with special populations. This area continues to be of interest to Catherine on a volunteer basis.
Resources
EXPERT EDUCATION
Events and Webinars
Employee Benefits
HIPAA Privacy and Security Overview
Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.
April 11, 2025 at 01:00 pm CT | Virtual
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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
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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.
April 23, 2025 at 12:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Wealth Services
Weekly Market Update
Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation.
March 31, 2025
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Employee Benefits
Benchmarking’s Role in Voluntary Benefits Program Design
Alera Group’s Employee Benefits team recognizes that workforce composition varies from business to business, from industry to industry, from region to region. And, at a time when the U.S. workforce is more generationally diverse than ever before, the needs and priorities of one generation can be very different from those of another. This is where voluntary benefits — also known as supplemental, workplace or optional benefits — become so vital to an organization’s offerings strategy. Alera Group’s "Healthcare and Employee Benefits Benchmarking Reports" take an in-depth look at the benefits businesses provide, the options they offer and the strategies they use to manage costs.
March 31, 2025
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Employee Benefits
HIPAA Webinar: Required Training and Valuable Refresher
Whether meeting federal training requirements or simply refreshing their knowledge base, professionals whose role includes HIPAA administration will benefit from participating in Alera Group’s annual HIPAA Privacy and Security Overview, a one-hour webinar scheduled for Friday, April 11.
March 27, 2025
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Weekly Market Update
Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
March 24, 2025
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