About Us
OUR STORY
As an Alera Group Company, Wilson Albers is more than a local firm with local resources. We’re backed by the power of more than 100+ locations across the United States, with industry-leading professionals and the resources you would expect of a national firm. As an employer services firm we specialize in Employee Benefits, Human Resources, Retirement Plans, Wealth Management, and Property & Casualty.
We're able to offer the resources, technical knowledge, and best practices of a large national firm, while maintaining our personalized; local relationships. The innovative culture of Alera Group allows us to collaborate with national partners to meet your unique needs. Our national size gives us the buying strength to keep costs low for our clients. We pair that with our powerful local relationships, built on years of doing what is right for our clients and communities.
OUR MISSION
Over the years, we have changed and evolved alongside our clients, but our commitment and due diligence to ensure clients receive exceptional customer service has never changed. We stand by our mission, to elevate the employer and employee relationship. We aim to exemplify the spirit of a service industry in every aspect of our conduct. To achieve this, we prioritize:
- Service to our customers
- Service to our community
- Service to our community
- Service to each other
OUR VALUES
Unquestionable Integrity
To undertake decisions and work with honesty and integrity, working in the best interest of the client, their constituents, and the agency
Dedication to Excellence
To provide the best products and service available in the most resourceful way possible
Caring For People, Family, Community
To understand and respond quickly to other’s needs with care and consideration
Celebrate With Fun & Laughter
To have fun in work and play, to celebrate life in good times and bad, and to share laughs with our fellow travelers along the way
Lifelong Learning
To continually improve ourselves that we may contribute to the greater good of our customers, our company, and our community. Headquartered in Alaska, we have firsthand knowledge and experience with the healthcare landscape, trends, and market in our state
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
Astrea Arguello
Sr. Consultant, National Accounts, Employee Benefits
Astrea has worked as a mid-market employee benefits Producer and Consultant for fifteen years. She loves helping employers attract and retain a quality workforce through offering creative, well-balanced, cost effective employee benefit solutions. Driven by a desire to exceed her client’s expectations, her honesty, integrity, knowledge, and energy truly differentiate her within the industry. Astrea joined Alera Group in January 2018.
Outside the office, Astrea enjoys spending time with her family, reading, camping, watching football and traveling.
Andrea Bakken
Sr. Account Manager, Employee Benefits
Drawing upon her deep experience in healthcare, Andrea provides day-to-day support for employees, plan participants, and administrators—coordinating communications among service providers, resolving issues, advocating for participants with carriers, and more.
She split time between the hospital and insurance sides of the industry for 15 years before joining our team—working for Flagler Hospital in Florida, Virginia Mason Franciscan Health, Aetna and Health Insurance NW. Her roles included continuing medical education coordinator, patient access lead, account manager, and sr. agency operations administrator.
Andrea is licensed in both health and life insurance and earned a degree in Health Administration at the University of North Florida. She has a daughter, a yellow lab, and two cats adopted from a local cat rescue where she volunteers. A resident of Puyallup, Wash., Andrea enjoys spending time with family and friends, exploring the outdoors, and cheering for her daughter at horse shows.
Kaleb Cervantes, C(k)P®
Associate Advisor, Retirement Plan Services
As a Retirement Plan Associate Advisor, Kaleb helps companies design retirement plan benefits that align with their mission and values, while ensuring a smooth and compliant plan administration. He leads annual plan reviews, providing in-depth analysis of key metrics, delivering employee education, offering fiduciary support, and staying up-to-date on legislative changes that affect plan design and management.
During his time at Pacific Lutheran University, Kaleb was selected to join the Master of Science Investment Fund, where he served as Head of Investment Research, contributing to the growth and strategic direction of the university's portfolio.
Kaleb holds a Bachelor of Business Administration in Finance from the University of Washington and a Master of Science in Finance from Pacific Lutheran University. He has earned several prestigious certifications in the retirement services industry, including the Certified 401(k) Professional (C(k)P®) designation and the Certified Plan Fiduciary Advisor (CPFA®) designation. Kaleb also holds a Series 66 securities and investment advisory license, further expanding his expertise in retirement planning and investment solutions.
Kaleb is passionate about bringing people together—whether it's clients, colleagues, or communities—by fostering collaboration, improving productivity, and building trust. His approach is rooted in empowerment and providing confidence to those he works with. This mindset extends beyond his professional work, as Kaleb is actively involved in volunteering with children and families in his community. He has served as an interpreter and played a key role in supporting local youth events that encourage creativity and personal growth.
Fluent in Spanish, Kaleb enjoys staying active through basketball, capturing landscape photography, exploring astronomy, and traveling in his spare time. 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.
Evan Connolly
Client Support Specialist, HR Services
Evan says her career has taught her the value of adaptability as she has moved from being a marine animal trainer to a rehabilitator of Hawaiian monk seals to working in the veterinary industry as an administrative coordinator. As an administrative coordinator, she focused heavily on project management, companywide communication, and supporting the senior leadership team. Now Evan looks forward to becoming a technical and administrative expert for systems, processes, and document management as she helps us provide excellent service.
A cum laude graduate of Appalachian State University with a degree in Biology, Evan also is certified as a veterinary assistant, and she was the administrative coordinator at a specialty veterinary referral center before joining our team.
Evan lives in Tacoma with her husband, daughter, and the family dog. She’s naturally a big fan of the ocean and loves spending time outside hiking and gardening. On the rare moments when she has some spare time, you can find her curled up with a good book and a cup of tea.
EXPERT EDUCATION
Events and Webinars
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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Employee Benefits
Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce
In this session, our experts will showcase the value of voluntary benefits, from financial savings to improved retention to addressing the specific needs of their employees.
March 20, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Balancing Cost and Care: Could a Captive solution be the right fit for you?
In this session, our experts will discuss how captive solutions work and what you need to consider for your own group’s needs.
April 17, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Retirement Plan Services
Portability Services Network Expands Impact
According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.
January 16, 2025
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Retirement Plan Services
Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know
Staying compliant in this environment demands significant time and resources. Sponsors must regularly update plan documents to reflect the latest judicial interpretations and may need to consult legal counsel more frequently to help mitigate risks. This ongoing burden can divert attention from other strategic priorities and increase overall administrative costs.
January 13, 2025
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Weekly Market Update
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.
January 13, 2025
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Retirement Plan Services
DOL and IRS Provide Hurricane Relief Guidance
The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster relief measures for employee benefit plans, participants and sponsors affected by Hurricane Helene, Tropical Storm Helene and Hurricane Milton. While the guidance applies broadly to health, welfare and retirement plans, the following provisions are specifically relevant to retirement plan sponsors and participants.
January 6, 2025
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