About Us
Our strength lies in the diversity of the communities we serve, and the broad reach of our team allows us to leverage a multitude of resources for the benefit of every client. With long-standing offices in Amarillo, Lubbock, Midland/Odessa, and San Angelo, we are proud to be a major player in one of the state’s most dynamic regions. We take pride in being a forward-thinking leader in the risk management industry across West Texas, combining national strength with our trusted local presence to deliver even greater value. Our team works closely with clients to develop tailored strategies that go far beyond standard insurance policies. For us, it’s all about relationships. Earning trust, delivering value, and being there when it matters most.
We embrace a culture rooted in service. Taking the time to walk alongside our clients, understanding their operations, identifying risks, and offering meaningful recommendations that help strengthen and support long-term success. Our boots-on-the-ground approach allows us to bring real-world insights into every conversation and create protection strategies with purpose. That same commitment extends to our communities. We believe in giving back, serving others, and building lasting goodwill.
At Alera Group, our work doesn’t stop once a policy is written. Our Pathway to Client Success is built on ongoing collaboration, proactive support, and thoughtful planning. It’s how we ensure you’re protected and positioned for what’s next.
Meet Our Team
Jason Lowrance, CRIS
Risk Consultant
Jason brings a practical, hands-on approach to commercial insurance, specializing in construction, manufacturing, and wholesale distribution. He prides himself on translating complex insurance concepts into clear, actionable solutions, helping clients make confident business decisions.
A proud Texas Tech University alum, Jason, combines industry knowledge with a commitment to building strong, long-term relationships. He enjoys diving into the details of each client’s operations to ensure coverage is both comprehensive and tailored. When he’s not working, Jason is all about family and community. He enjoys cheering on his Texas Tech teams and playing golf.
LinkedInMason McEntire
Risk Consultant
Mason is dedicated to helping businesses in construction, real estate, multifamily development, and manufacturing/distribution navigate today’s complex insurance landscape. He combines industry knowledge with a pragmatic approach, designing customized strategies that not only protect his clients’ assets but also streamline operations and provide peace of mind.
Based in Houston, Texas, Mason began his insurance career at State Farm before expanding his experience in commercial property and casualty at Assured Partners and BCH. Mason earned his degree from Texas Tech University and is a lifelong golf enthusiast, having competed in the sport throughout his youth. Outside of work, he enjoys hunting, fishing, and visiting his family’s ranch in the Texas Hill Country.
LinkedInBrandi Montgomery, CIC
Risk Consultant
Brandi brings a unique perspective to her clients, having years of experience on both the carrier and agency sides of the industry. She specializes in insurance solutions for the energy industry, trucking operations, and medical malpractice coverage for physicians and healthcare organizations. Her expertise also extends to habitational risks, contractors, and commercial property. Brandi provides coverage across all lines of insurance and works closely with clients to design comprehensive, competitive programs tailored to their specific needs.
Since earning her Bachelor of Arts in Finance from Texas State University, Brandi has built a strong career in the industry and has held the Certified Insurance Counselor (CIC) designation since 2007. She continues to serve clients across Texas and in Shreveport, Louisiana. Outside of work, Brandi enjoys playing golf with friends and competitively in tournaments throughout the year, volunteering with CASA, spending time with her dogs, and following the University of Oklahoma football and softball.
LinkedInBrett Morris
Benefits Consultant
Brett focuses on helping organizations design effective employee benefit programs. Although Brett works with organizations across a variety of industries, he has developed extensive expertise and notable success supporting clients in the medical and oil & gas sectors. He takes a collaborative approach, ensuring that benefit strategies align with both the employer’s goals and employee’s needs.
A Baylor University graduate with a Bachelor of Science in Public Health, Brett combines his educational background with practical experience to provide thoughtful, data-driven solutions for his clients. Outside of work, Brett enjoys cheering on Baylor football and basketball, spending quality time with his wife and their rescue dog, Bear. He also enjoys playing tennis and pickleball and values connecting with family and friends through shared activities and experiences.
LinkedInEXPERT EDUCATION
Events and Webinars
Employee Benefits
New Era, New Options: Understanding the Employee Benefit Impact of the One Big Beautiful Bill Act (OBBBA) and Direct Primary Care
With the passage of the One Big Beautiful Bill Act (OBBBA), the employee benefits landscape is shifting. This webinar brings together legislative insight and real-world application to help employers and advisors make informed decisions in a changing regulatory environment.
September 25, 2025 at 02:00 pm CT | Virtual
Sign Up
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 22, 2025 at 12:00 pm CT | Virtual
Sign Up
Employee Benefits
Q4 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.
November 4, 2025 at 01:00 pm CT | Virtual
Sign Up THOUGHT LEADERSHIP
Insights
Property and Casualty
Alera Group’s 2025 Property and Casualty Market Update
Alera Group’s 2025 Property and Casualty Market Update, designed as a bridge between Alera Group’s annual Market Outlooks — provides insight into pricing, coverage availability, market capacity and underwriting trends for the balance of 2025.
August 1, 2025
Find out more
Employee Benefits
Legal Alert: IRS Issues Affordability Percentage Adjustment for 2026
The Internal Revenue Service (IRS) has released Rev. Proc. 2025-25, which contains the inflation adjusted amounts for 2026 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.
July 23, 2025
Find out more
Employee Benefits
Legal Alert: Enforcement of the HIPAA Reproductive Health Care Privacy Rule Vacated Nationwide
On June 18, 2025, a federal district court in Texas vacated a significant portion of the HIPAA Privacy Rule to Support Reproductive Health Care Privacy (“Final Rule”), which was implemented on April 24, 2024, on a nationwide basis. The Final Rule, which was implemented in response to the U.S. Supreme Court’s decision in Dobbs v. Jackson Women’s Health Organization (effectively overturning Roe v. Wade), was intended to protect the ability of individuals to receive reproductive health care when the care is provided lawfully under the circumstances without risk of an individual’s identity or health information being disclosed for purposes of state criminal, civil or administrative investigations (or for imposing liability related to lawfully providing or obtaining reproductive healthcare).
July 21, 2025
Find out more Employee Benefits
Legal Alert: Employee Benefits Provisions in the One Big Beautiful Bill Act
On July 3, 2025, Congress passed a reconciliation bill (the “Reconciliation Act”) previously named the One Big Beautiful Bill Act, but subsequently redesignated “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”
July 8, 2025
Find out more