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 over 4,200 employees, 190+ locations, 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.
Meet Our Team
David Lehenbauer, CPFA®
Associate Wealth Advisor
As a member of the team supporting John Fisher, CFP®, CPFA® (Vice President, Wealth Services), David provides client service and assists in life insurance needs.
David graduated from the Kelley School of Business at Indiana University with a bachelor’s degree in finance, and a minor in Nonprofit Management. During his time at Indiana, he discovered his passion for helping people through the financial services industry.
Outside of the office, David has a wide range of interests. He's an avid music enthusiast, often attending concerts and exploring new genres. On weekends, you can find him on the golf course, enjoying a run or watching a baseball game.
David currently holds his Illinois Life and Health insurance licenses.
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.
Stewart Levin, CPCU
Senior Risk Management Consultant | | Property & Casualty
Stewart C. Levin is a Senior Risk Management Consultant with a Chartered Property and Casualty Underwriter certification. Stewart’s primary role is to partner with clients to analyze risk, maximize risk transfer, mitigate claims, and facilitate and implement all facets of the insurance mechanism. One of Stewart’s specialty areas of consulting expertise is in franchise auto dealerships.
Stewart holds over 30 years of experience at Hallberg Commercial Insurers, Inc. His years of experience includes previous positions as an insurance agency principal, property and casualty producer, and underwriting manager.
Currently, Stewart enjoys spending time with family, listening to and performing music and playing a round of golf. Stewart plays keyboards with the Grey Matter Quartet and also serves as the Choir Director at Kneseth Israel Synagogue located in Elgin and is a Hadassah Associate.
Certifications and Designations: Chartered Property and Casualty Underwriter (CPCU), Certified Associate of Insurance and Finance Professionals – (AFIP)
Education: Roosevelt University – Chicago Musical College
Jordan Levitz
Director, Personal Risk Management | Property & Casualty
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.
Resources
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!
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.
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.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Meeting the Needs of an Aging Workforce
Our experts will provide tips and insights about how to incorporate Medicare, menopause benefits, retirement, communications best practices and other hot topics for older workers into your program successfully and without breaking the bank.
October 17, 2024 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.
October 23, 2024 at 11:00 am CT | Virtual
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Employee Benefits
When Captive Insurance Makes Sense
In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.
November 21, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Property and Casualty
Umbrella Insurance for Businesses: Peace of Mind in an Increasingly Unpredictable World
Whereas a skilled agent can help provide businesses with adequate insurance against property losses by following a predictable formula, the unpredictability of liability claims underscores how important it is for businesses to buy as much Umbrella/Excess Liability coverage as they can afford.
September 18, 2024
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Wealth Services
Weekly Market Update
Stocks rallied last week as investors received better-than-expected consumer and producer inflation data.
September 16, 2024
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Wealth Services
Monthly Market and Economic Update - August 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
September 12, 2024
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General Liability Insurance in 2024: Navigating a Complex Landscape
While some aspects of General Liability Insurance have largely turned a corner from a prolonged hard market, the outlook in other areas looks much less cheery. Overall, the market has finally improved after several challenging years, offering signs of stabilization.
September 12, 2024
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