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
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.
Ben May, CIC, CBC
Senior Benefits Consultant | Employee Benefits
Ben May is a Senior Benefits Consultant with the firm. He focuses primarily on small- and mid-sized businesses. Ben’s expertise centers around the design, funding, communication, administration, and compliance of employee benefit programs. Ben focuses on making clients comfortable, and he takes the time to learn and understand their unique business to meet their challenges effectively. This approach allows Ben to create a first-class benefits program to provide outside-the-box solutions that solve these challenges.
Ben has extensive experience in the employee benefits industry, including a previous role as the Director of Sales in the Benefits Division with Hallberg Commercial and Group Health.
Outside of work, Ben is an athletic board member at St. Pius X School and volunteers as a coach for soccer, basketball and baseball. Ben currently resides in Lombard, IL with wife, Julie, and children Riley, Haley, Colin and Jack. He enjoys coaching his kids and staying active playing basketball, softball, and soccer.
Education: BA, Finance and Accounting, Illinois State University.
Certifications: CIC, CBC
Marcus B. Newman, RHU, CBC
Vice President, Employee Benefits
Since joining the firm in 1997, Marcus has focused on serving small businesses. He is responsible for more than 200 privately held businesses, medical practices, and physicians. Marcus provides expert and objective guidance with respect to group insurance benefits of all kinds, 401(k) and other salary deferral plans, pension and profit-sharing plans, deferred compensation plans, executive benefits, and a wide variety of investments for closely held business owners.
Marcus is an annual qualifier for the Million Dollar Round Table. He is the youngest firm advisor ever elected to the Executive Board of the Chicago Chapter of the National Association of Insurance and Financial Advisors.
Before joining the firm, Marcus spent several years working with teenagers as a social worker. Marcus is the Founder and President of Array Education, Inc., an organization committed to the prevention of teenage substance abuse and addiction through a wide variety of programs that help young people make responsible, informed decisions about drugs and alcohol.
Marcus lives in Deerfield, Illinois with his wife and three daughters. He spends considerable time with his family and is a fitness enthusiast. Marcus is an avid reader and a patron of the theater.
Education: B.A., Philosophy, Northeastern Illinois University
Rosemary O'Brien, CPCU, ARM
Senior Risk Management Consultant | Property & Casualty
Rosemary O’Brien is a Senior Risk Management Consultant at the firm. She focuses on the asset protection needs of high net worth individuals and families, representing the elite carriers in the property and casualty insurance industry.
Rose has more than 35 years of industry experience, specializing for the past 30 years in developing customized personal insurance programs for affluent and high net worth individuals. Her experience includes working for large global insurance brokers in the areas of management, business development and service. She started her own boutique personal lines agency which was subsequently acquired by the firm.
Known for her remarkable ability to cultivate strong, meaningful professional relationships, Rose is differentiated by her extraordinary communication skills, collaborative, needs-based approach and industry knowledge. She currently holds insurance producer licenses in 45 states.
Education: B.S., Education/Math, University of Wisconsin.
Certifications: CPCU, ARM
Resources
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Q4 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
December 3, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Setting Your Strategy for the New Year: Alera Group's 2025 Employee Benefits Market Outlook
Our experts will highlight key results from Alera Group’s 2025 Employee Benefits Market Outlook Report and explain how these trends can impact your benefits program this year.
January 16, 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.
January 22, 2025 at 12:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Avoiding an Employee Lawsuit Over a Tobacco Surcharge Claim
Tobacco surcharges on health insurance premiums for employees who use tobacco products are attractive options for employers looking to keep their workforce healthy while lowering their organization’s healthcare costs. But surcharges can go too far, and many employers may be unaware of the limitations. Alera Group's new whitepaper on tobacco surcharges is designed to assist employers in complying with federal regulations.
November 19, 2024
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Wealth Services
Weekly Market Update
Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
November 18, 2024
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Employee Benefits
Q4 Considerations: New HIPAA Privacy Considerations
Earlier this year, the Department of Health and Human Services (HHS) issued a Final Rule titled HIPAA Privacy Rule to Support Reproductive Health Care Privacy.
November 15, 2024
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Spotlight on 2025 Benefit Limits
The IRS has released the 2025 benefit plan limits. The following chart shows some of the key limits for the 2023, 2024 and 2025 tax years.
November 15, 2024
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