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
Brent Rosen, CBC
Senior Partner, Benefits Consulting | Employee Benefits
Brent Rosen is a Senior Partner of Benefits Consulting. Since joining the firm, Brent has specialized in serving the mid-market segment and works with clients across the country. Brent supports multiple middle-market private equity firms as they work to achieve economies of scale and deliver value to their portfolio companies with respect to benefit plan enhancements, cost savings, and acquisition due-diligence.
Brent has developed considerable expertise in working with multi-location companies, and those growing through acquisition. Brent also functions as the Co-Managing Broker for the firm’s Veterinary Employee Benefits Practice and has served proudly as the American Animal Hospital Association’s (AAHA) preferred provider for employee benefits since 2009.
In addition to group medical and ancillary lines of insurance, Brent also works to provide expert and objective guidance with respect to 401(k) and other salary-deferral plans, pension and profit-sharing plans, deferred-compensation plans, and executive benefits. Brent has also earned the Chartered Benefits Consultant (CBC) designation, provided by the National Association of Alternative Benefits Consultants, which demonstrates his expertise in Consumer-Driven Health Plans.
Brent provides a unique strategic perspective to employee benefits with a focus on long-term sustainability of his clients’ plans. Brent’s practice is built on a foundation of education and believes his focus on educating his clients’ employees and their benefit administrators has been a key factor in his success.
Brent is a graduate of Indiana University and spent a semester abroad in Florence, Italy. Originally from Cleveland, Ohio, Brent has lived in Chicago since 2002. He enjoys playing guitar, exercising, reading, cooking, and is an enthusiastic world traveler. Brent is also an active member of the firm’s Hardly Riders Team and participates annually in a nationwide charitable ride that raises money for research for rare cancers.
Education: B.S. Finance, Kelley School of Business, Indiana University
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.
Joan Settineri Kopinski, GBDS
Senior Vice President, Benefits Consulting | Employee Benefits
Joan is a Senior Vice President of Benefits Consulting who brings organization and execution to the strategies that Brian Uhlig develops for his clients. Joan is responsible for the strategic planning and execution of Health and Welfare programs including vendor management, plan administration, merger/acquisition management, and employee communications. Joan’s years of experience in Human Resources before becoming a benefits consultant provides her with a unique ability to understand and address each client's needs. She has a passion for employee education and ensuring that the programs that are implemented are understood and properly communicated.
Joan enjoys spending time with her daughter and 3 young boys. She is active in her community and is heavily involved with her sons' extracurricular activities: band, cross country, track, travel hockey, theatre and Boy Scouts.
Kim Slavik, AINS, CISR
Director of Select Accounts, Risk Management | Property & Casualty
Kim is a Director of Select Accounts in the Risk Management division with over 17 years of experience in the insurance industry at both large and small insurance agencies. She supervises the Select Accounts Team as they guide both prospects and clients in managing their business insurance needs. Kim is passionate about helping businesses find cost effective insurance options without sacrificing the quality of their insurance coverage.
Education: B.A. Applied Behavioral Science, Psychology
Credentials: Associate in General Insurance (AINS), Certified Insurance Service Representative (CISR)
Jose Alfredo Suarez, AINS, CRIS, CAWC, CLCS
Risk Management Consultant | Property & Casualty
Jose Alfredo Suarez is a Risk Management Consultant who specializes in Business Insurance with a focus on the construction, manufacturing, and hospitality industries. Jose excels at educating his clients on many controlled variables that are used to determine insurance premiums. After performing a risk management assessment, his clients can expect a tailored insurance program that provides comprehensive insurance coverage that protects their business and employees and can open the door to future contracting opportunities.
With close to two decades of experience in the insurance industry, Jose has carved out a special niche working with the top Disadvantaged Business Enterprise (DBE), Minority Business Enterprise (MBE), Women Business Enterprise (WBE) and Veteran Business Enterprise (VBE) certified companies in the Midwest. Through his education, experience and training, Jose is an expert in understanding complex insurance requirements and designing a company’s insurance program for compliance and proper risk transfer.
Jose is passionate about educating his clients on commercial insurance, how to access surety bonds and the ins and outs of developing strong safety programs. He currently serves as an insurance and bonding consultant to the Illinois Tollway under their Technical Assistance program powered by the Illinois Hispanic Chamber of Commerce, is a featured speaker for the Illinois Department of Transportation Today’s Challenge Tomorrow’s Reward annual DBE conference, a featured presenter for the Chicago Transit Authority’s Building Small Business (BSB) program and has been featured in Construction Executive magazine. In 2018, Jose was recognized by Negocios Now 2018 class of 40 under 40 Latinos in Chicago and was named to Insurance Business America’s 2022 Hot 100 list.
Born and raised in Chicago’s Humboldt Park community, Jose would go on to become the first in his family to graduate and earn his bachelor’s degree from Cornell College double majoring in Political Science and Ethnic Studies. Jose currently holds his Construction Risk and Insurance Specialist (CRIS), Associate in General Insurance (AINS), Commercial Lines Coverage Specialist (CLCS) and Certified Authority in Workers’ Compensation (CAWC) designations. Jose is an active member of the Hispanic American Construction Industry Association, the Illinois Hispanic Chamber of Commerce, the Residential Home Builders Alliance, serves on the Advisory Council for the Hispanic Alliance for Career Enhancement, is a Board Trustee of the Humboldt Park Health Foundation, a Board Member of the Latino Real Estate Investors Council and is the co-founder of the Executive Latino Council.
Residing in Mount Prospect, Jose is married with two young boys. During his free time Jose enjoys road trips with his family, basketball, golf, triathlon training, competitive stair climbing and has competed in numerous marathons.
Resources
EXPERT EDUCATION
Events and Webinars
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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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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Employee Benefits
2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?
In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.
June 26, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Deadline for San Francisco Health Care Security Ordinance is approaching
The annual San Francisco Health Care Security Ordinance (SF HCSO) reporting by employers that have employees who work in the City of or County of San Francisco is due by May 2, 2025. Employers should be aware of the upcoming deadline even if they are not located in San Francisco.
The SF HCSO requires large and medium-sized employers to provide covered employees with benefits equal to or greater than the expenditure rate. Covered employees are those who have been employed for more than 90 days and who regularly work at least eight hours per week within the City of and County of San Francisco.
April 14, 2025
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Property and Casualty
International Roadcheck Is May 13-15. Is Your Commercial Transportation Fleet Ready?
For 72 hours next month, commercial motor vehicles and drivers throughout North America will be subject to what the Commercial Vehicle Safety Alliance (CVSA) calls a “high-visibility, high-volume” inspection and regulatory compliance enforcement initiative.
The annual event, known as the International Roadcheck, will take place at weigh and inspection stations, temporary sites and locations selected by mobile patrols from May 13-15 in the United States, Canada and Mexico.
April 14, 2025
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Wealth Services
Weekly Market Update
Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.
April 14, 2025
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Wealth Services
Weekly Market Update
Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.
April 7, 2025
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