About Us

    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 Arguello Headshot

    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
    Andrea Bakken Headshot

    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
    Kaleb Cervantes Headshot

    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

    Senior Client Support Specialist
    Evan Connolly headshot

    Evan focuses on benefits administration, employee communication, and systems expertise for clients in a wide variety of industries—including medical institutions, companies with manual laborers, and government contractors. 

    A cum laude graduate of Appalachian State University with a degree in biology and ecology, Evan worked as an animal care specialist and veterinary assistant before joining Alera Group. She also has rescued and rehabilitated Hawaiian monk seals as a volunteer with the Marine Mammal Stranding Network.

    Evan lives in Florida and loves to be outdoors hiking, bike riding, and gardening. She enjoys good books and good food, and has a young daughter “who keeps me entertained and on my toes.” 

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.

    April 11, 2025 at 01:00 pm CT | Virtual

    Sign Up
    Alera Group webinar banner

    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

    Sign Up
    Alera Group Engage webinar banner

    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.

    April 23, 2025 at 12:00 pm CT | Virtual

    Sign Up
    State of the Markets

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.

    March 24, 2025

    Find out more

    Wealth Services

    Warning Signs That May Trigger a Tax Audit

    Certain tax return details can increase the likelihood of an IRS audit. Learn which income levels, deductions, and financial reporting mistakes may raise red flags and how to avoid unwanted scrutiny.

    March 18, 2025

    Find out more

    Wealth Services

    Weekly Market Update

    Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.

    March 17, 2025

    Find out more

    Wealth Services

    Financial Strategies for Women

    Financial Strategies for Women

    March 13, 2025

    Find out more