Meet Our Team

    Joshua Atlas, JD

    Senior Insurance and Risk Consultant
    Photo of Joshua Atlas, JD

    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
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    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
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    P: (847) 457-3181

     

    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 Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

    Paul Curtis

    Partner
    Photo of Paul Curtis

    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

    Employee Benefits

    Q1 Compliance Update

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    March 5, 2024 at 01:00 pm CT | Virtual

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    Employee Benefits

    How Voluntary Benefits Inspire Employee Loyalty

    Presenters will show you how to use these benefits to meet the needs of both your business and employees, driving retention and saving money. 

    March 21, 2024 at 01:00 pm CT | Virtual

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    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules.

    April 2, 2024 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Property and Casualty

    Massive database of leaked records underscores need for Cyber Liability Insurance

    The stunning discovery of a database including 26 billion leaked digital records came on the heels of a cybercrime surge in 2023, underscoring the need for organizations to protect themselves with Cyber Liability Insurance.

    February 13, 2024

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    Property and Casualty

    Commercial Property Insurance: Navigating a Tough Market

    While Property Insurance remains a tough market characterized by unfavorable rates, stringent underwriting and limited capacity, the good news is that organizations can adopt strategies to enhance their marketability.

    January 30, 2024

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    Property and Casualty

    Tough Times Get Tougher for Commercial Auto Insurance

    Myriad elements have combined to affect today’s Commercial Auto Insurance market, ranging from increasingly extreme weather to the number of cars on the roads. These factors have created one inevitable conclusion: Commercial Auto pricing will again increase by double digits in 2024.

    January 24, 2024

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    Property and Casualty

    Property Insurance: ‘Hard Row to Hoe’ for Agribusiness

    Auto and Property Insurance pose the greatest challenges to the agribusiness sector in what is generally a daunting property and casualty (P&C) market. Here's how to navigate that market and present yourself to underwriters in the most favorable light.

    January 17, 2024

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