Meet Our Team
Joshua Atlas, JD
Senior Insurance and Risk Consultant
Specialization: Policy Analysis, Insurance Program Design
Joshua has been advising on medical professional liability insurance matters since 2010. He draws on his training and experience as an attorney to perform in-depth policy and coverage analysis to ensure clients are protected from liability. Joshua leads the Service Teams for many large healthcare clients.
Christey Beckert
Senior Vice President
Specialization: Physician Groups, Medical Facilities
Christey has specialized in the medical professional liability field for the majority of her 20+ year career in the insurance industry. Christey manages the team in our Western PA office with clients throughout the Northeast and Midwest. She has a deep expertise in the insurance issues facing medical practices and is a strong advocate for her clients.
Brian Carlson, CFP®, CLU®
Senior Vice President, Wealth Services
Specialization: Individual Insurance (Disability, Life, Long-Term Care), Wealth Management & Comprehensive Financial Planning
Brian has been helping medical professionals with their individual planning needs since 2001. He is a speaker in the medical community. Each year he conducts many financial educational workshops for residents, fellows and practicing physicians nationwide. He has been published multiple times in AAOS Now (The American Academy of Orthopedic Surgeons Journal). Brian understands that physicians have very little time to research and keep up to date on many tax advantages and investment options available to them. One of his primary goals is to help physicians navigate through their many financial options.
CA license # 0F50688
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.
Paul Curtis
Partner
Specialization: Reinsurance Programs, Complex Risks, VBC Downside Risk
With over 40 years of healthcare insurance experience, Paul is a preeminent expert in the New York market, overseeing and managing relationships with large physician groups and hospital systems. Paul uses his in-depth knowledge of trusts, captives, RRG’s, etc. to develop tailor-made programs for complex risks.
EXPERT EDUCATION
Events and Webinars
Property and Casualty
2025 Property and Casualty Market Outlook
Join our property and casualty experts for an exclusive look at the trends and challenges shaping the insurance landscape in 2025.
January 15, 2025 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" 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
Property and Casualty
It’s Here! — Alera Group’s Fifth Annual 'Property and Casualty Market Outlook'
Alera Group's "2025 Property and Casualty Market Outlook" is your guide to making informed decisions regarding your business and personal insurance coverage.
December 12, 2024
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Employee Benefits
Webinar Preview: ‘When Captive Insurance Makes Sense’
As healthcare costs — including those for pharmacy — have continued to skyrocket, the urgency to control healthcare and pharmacy spend has elevated as well, and Captives have surged in popularity. Alera Group's webinar on Captive Insurance will help you determine whether forming or joining a Captive is right for you.
November 7, 2024
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Property and Casualty
5 P&C Insurance Tips for Public Sector Entities
Public sector entities — including counties, cities, town villages, local law enforcement and special service districts — offer vital services to our communities. They also face growing challenges, some from the constituencies they serve, as they navigate heightened public scrutiny, shrinking budgets and inflation. In this challenging environment, having a comprehensive property and casualty (P&C) insurance program, supported by a strong risk management strategy, is more crucial than ever.
October 8, 2024
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What To Do About the High Cost of Insurance for Transportation and Logistics Companies
Here’s a close look at three major insurance challenges for transportation and logistics companies, along with practical steps you can take to address them.
September 26, 2024
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