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
Stephenie L. Owen, CPA
VP of Finance
Stephenie brings strong financial leadership and attention to detail to the agency. A Texas Society of CPAs member, she has spent most of her career in Amarillo, aside from a three-year chapter in Dallas. Her roots in the community run deep, and her unique name carries family meaning.
Outside of the office, Stephenie’s greatest joy is her family. She and her husband love cheering on their daughter in sports, camping, and spending time together in the mountains.
Mark Williams
VP of Operations
Mark oversees the operations of Alera Group’s Lubbock and Amarillo offices and supports special projects across the South Central region. With a strong background in finance and leadership, he focuses on driving operational excellence and supporting strategic initiatives.
A native of Lubbock, Mark graduated from Texas Tech University with a Bachelor of Arts in Finance. He is an active member and volunteer with the Lubbock Chamber of Commerce, reflecting his commitment to both professional and community growth. Outside of work, Mark enjoys spending time with his family attending community events, trying new restaurants and watching the latest movies at the theater.
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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
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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 22, 2025 at 12:00 pm CT | Virtual
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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
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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
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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
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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
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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
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