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.

    Our Locations

    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.

    Meet Our Team

    Germaine Robertson

    Director of Operations, Risk Management | Property & Casualty
    Photo of Germaine Robertson

    P: (847) 457-3221

     

    Director of Operations, Risk Management 

    Property & Casualty 

    Andy Adams

    Wealth Advisor | Wealth Services
    Photo of Andy Adams

    P: (847) 457-3211

     

    As a Wealth Advisor, Andy’s goals are simple: to know his clients well, to treat them with respect and to measure his success by their success. To meet those goals, Andy develops financial plans tailored specifically to the individual needs of each of his clients. Andy values long-lasting client relationships and advises his clients through every stage of their financial journey.

    Andy brings almost 25 years of experience with various institutional investing and financial planning firms to the Wealth Services team. What Andy enjoys most about his job is the opportunity to work with individuals and businesses on an intimate level. Understanding his clients’ goals and needs and the satisfaction of putting strategies in place to pursue them is his personal passion.

    Outside of work, Andy enjoys spending time with his wife, Katie, and their golden retriever, Fletch. When he is away from work, he enjoys playing golf, craft beer, cooking and spending time with family and friends.

    Education: B.A. Finance, Roosevelt University

    Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

    Jim Berman

    Vice President, Benefits Consulting | Employee Benefits
    Photo of  Jim Berman

    P: (303) 220-3261

     

    Jim originally joined the firm in 1989 to build the Employee Benefits division in Illinois. After 13 years of leading the firm to tremendous growth in this area, he decided to try his skills on the carrier side of the business. In 2003 Jim joined United Healthcare as Vice President of sales for Colorado and New Mexico. His responsibilities included developing and managing a large sales and support team, developing marketing strategies for new products and services, and driving growth in membership and profitability. In 2006, Jim was promoted to a regional and national role in large accounts with the responsibility of creating and launching new products around consumer-driven strategies.

    Jim returned to the firm in August 2009 after a five-year stint at United Healthcare. He also develops vendor relationships, creates sales strategies, and drives growth by attracting new customers. Jim lives in South Denver, Colorado with his wife and three kids. His hobbies include playing and coaching hockey, golfing and skiing when time permits.

    Education: B.A., Communications, University of Denver, 1985.

    Chris Breck, CIC, CRM

    Senior Vice President, Property & Casualty
    Photo of Chris Breck

    P: (312) 867-7359

     

    Chris Breck began working with the team in 1989, and today he manages the day-to-day insurance and business needs of many of the firm's largest and most established clients. Chris acts as a risk manager for his clients, with an emphasis on working to control both risks and overall risk management costs.

    His primary responsibility involves the design, marketing and implementation of commercial property and casualty insurance programs. He specializes in delivering alternative risk solutions, including captive insurance programs.

    Chris maintains a broad industry focus, which includes manufacturing, service, retail, healthcare, private equity, and nonprofit companies.

    Chris graduated from Illinois State University with a B.S. in Marketing/Business Administration. He has been a licensed insurance producer since 1992, has maintained his status as a Certified Insurance Counselor since 1996, and as a Certified Risk Manager since 2010.

    Sources

    Alera Group Spends The Week Giving Back

    In the spirit of our Generous Community Giving program, Alera Group employees participated in a week of events, both in-person and virtually, for our 2023 Community Giving week.

    Chicago Housing Authority Hiring Fair

    Alera Group colleagues spent the day at the Chicago Housing Authority Job Fair reviewing resumes, helping with interview prep, working on communication skills, and offering general insights and advice to people just starting their professional careers. It was time well spent helping others in the community both professionally and personally.

    Feed My Starving Children

    The Alera Group team volunteering with Feed My Starving Children had a positive experience measuring, bagging, weighing, sealing, and packing meals for children over the course of an afternoon. Not only did they feel like they made a difference in the lives of others, but they also enjoyed using the time as a teambuilding exercise to work with colleagues outside of their department.

    Lyman Woods Nature Center

    Alera Group volunteers rolled up their sleeves to beautify the nature preserve by building a new fence and cleaning up the trails for the community to enjoy now that the weather has warmed up. Despite being a physically demanding morning, everyone agreed it was a rewarding experience.

    Send virtual cards to patients at St. Jude

    Our remote teammates were able to participate in Community Giving Week as well! They wrote dozens of encouraging notes to patients undergoing treatment for cancer and other life-threatening diseases.

    The Alera Group volunteers not only gave their time and energy to make a positive impact on our communities, but unanimously agreed that they had a great time while doing it!

    Community Giving 2023

    Alera Group’s 2023 Office 5k Raises Money for Juvenile Diabetes Research Foundation

    On October 12 we laced up our sneakers as part of our Generous Community Giving initiative. This year’s annual 5k included a record number of participants who enjoyed running and walking the outdoor course at our Deerfield, Illinois headquarters as well as a step challenge for remote employees. To keep things interesting, we added a new 5k relay event consisting of teams of four colleagues for some additional friendly competition.

    The proceeds of the money raised this year benefits Juvenile Diabetes Research Foundation (JDRF). Their mission is to improve lives by accelerating life-changing breakthroughs to cure, prevent, and treat type 1 diabetes (T1D).

    The day was billed a success as the rain clouds held off long enough for us to support an important cause while enjoying the company of our fellow team members.

    Juvenile Diabetes 5k

    An Alera Group Care Package

    Alera Group colleagues came together last month to enjoy a lunch and celebrate our shared successes in 2023. The day had a bigger purpose though, as we rolled up our sleeves to kickoff our first Generous Community Giving event in the new year with nonprofit group, Blessings in a Backpack.

    Blessings in a Backpack mobilizes communities, individuals, and resources to provide food on the weekends for school-aged children across America who might otherwise go hungry. By the end of the afternoon, over 100 Alera Group colleagues had packed 500 bags! Not only was it rewarding to collaborate on a physical task together, but we were thrilled to know that our work would ensure children in our community would not go hungry that weekend.

    An Alera Group Care Package

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    2024 Employee Benefits Symposium

    Join us (in person) as we bring together top experts covering key healthcare trends, population health management, pharmacy and more. Enjoy a great breakfast while you gain valuable takeaways for your organization.

    April 16, 2024 at 08:30 am CT | Glenview IL

    Sign Up
    2024 Employee Benefits Symposium

    Employee Benefits

    Finding, Using and Transitioning Out of a PEO

    Your company is small, and limited resources make it difficult to manage a robust benefits program. Time to explore outside support from a professional employer organization (PEO). But where to begin?

    April 18, 2024 at 01:00 pm CT | Virtual

    Sign Up
    Webinar graphic - Alera Engage

    Property and Casualty

    2024 P&C Symposium

    Join us as we bring together top experts to cover key risk management topics, summarize economic and personal risk market conditions and hear recommendations for strategically engaging with carrier partners.

    May 1, 2024 at 08:30 am CT | Deerfield IL

    Sign Up
    P&C Symposium

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions.

    April 15, 2024

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    Wealth Services

    Monthly Market and Economic Update | March 2024

    Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

    April 11, 2024

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    Wealth Services

    Weekly Market Update

    Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials.

    April 8, 2024

    Find out more