Meet Our Team
Bethany Daniels
Partner, HR Services
Bethany works closely with our team to assist clients in all aspects of HR, drawing upon her 10+ years of experience in recruiting, benefits, employee relations, strategy, and other areas. Before joining Alera Group, she worked in a variety of industries, including biopharma and life sciences, airline transportation, manufacturing, and technology.
A graduate of Capella University with an MBA in Human Resources, Bethany also earned the Senior Certified Professional designation from the Society for Human Resource Management (SHRM-SCP®).
Bethany lives in Tacoma and volunteers with the local Ronald McDonald House, cooking meals for families staying in the house and donating various items. In her spare time, she enjoys spending time with her family, which includes five siblings and 14 nieces and nephews, along with her mother, father, and stepmother. She also tends to her houseplants, listens to audiobooks, and loves to craft and shop.
Akeem Davis
Advisor, Retirement Services & Wealth Management
Akeem advises fiduciaries on best practices for qualified retirement plans, providing recommendations for effective plan design and revisions, monitoring investment lineups, and offering education for groups and individuals in the plan. He started with Alera Group as an Investment Strategist for the Retirement team and draws upon his strong financial background to make informed recommendations and develop strategies for business owners and key decision makers. Akeem also engages in individual wealth management discussions which may pertain to assets outside the Plan.
Prior to joining Alera Group in 2018, Akeem worked in business development and recruitment; he also has a background in real estate valuation. He began his career as an Investment Consulting Analyst for Mercer, where he evaluated investments and conducted research for retirement and endowment plans ranging up to $6 billion.
Akeem, who holds Series 7, Series 66, and Life and Health insurance licenses, earned his B.A. in Business Administration from the University of Washington’s Foster School of Business. A resident of University Place, he enjoys spending time with his family, volunteering, practicing jiu-jitsu and kickboxing, and indulging in a great book.
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.
Bonnie Gentry, RHU®, REBC®
Lead Consultant, Employee Benefits
After nearly 20 years of experience in the health insurance industry, both on the carrier and brokerage sides, Bonnie joined the team in 2013. Her extensive knowledge includes not only self-funding arrangements and fully insured arrangements, but also contract negotiations, the claims process, HSA plans, and HRA plan options—all delivered with genuine care for the well-being of clients’ employees.
Always striving to improve her skills, Bonnie has earned the Registered Health Underwriter (RHU®) and Registered Employee Benefits Consultant (REBC®) designations. She also studied health and education at Highline Community College and the University of Puget Sound.
Born and raised in the Pacific Northwest, Bonnie still calls the area home today. She enjoys being outdoors, hanging out with her furry friends on land, and roaming with the magical sea life in our oceans. In winter, you likely will find her engaged in an NHL game—and she’s extremely excited to watch Seattle’s new team.
Bonnie is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.
Isaac Guerrero
Analyst, Employee Benefits
Isaac has a strong background in data and insurance. Before joining Alera Group, he spent several years in data analyst roles at Ubisoft and Kaiser Permanente and worked as an underwriting assistant for Liberty Mutual. He is responsible for proposal evaluation and renewal support for our group employee benefits clients, bidding on the appropriate markets, and preparing documents for renewals and proposals.
Isaac graduated from the University of California, Berkeley, with a degree in Applied Mathematics. He lives in Pierce County. He enjoys playing video games, going for walks on sunny days, and spending time with his family.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
The Compliance Pathway Q1
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
March 5, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
Alera Group Presents: Navigating Medicare
The knowledgeable team at Alera Group is here to help you navigate your Medicare options to ensure you feel confident in your post-65 healthcare coverage.
March 11, 2026 at 12:00 pm CT | Virtual
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Employee Benefits
The Funding Edge: Why Fully Insured Limits Control — and What Modern Funding Unlocks
A funding decision framework leaders can use to evaluate options and align on next steps.
March 17, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Property and Casualty
AI-Powered Cyber Attacks, Why Yesterday’s Defenses Aren’t Enough.
The widespread availability of AI technology, combined with the ease of manipulating video calls, makes phone and Zoom calls susceptible to exploitation by threat actors.
February 2, 2026
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Employee Benefits
IRS Releases Guidance Related to Recent HSA Changes
The IRS recently released Notice 2026-5, which provides guidance and answers to common questions related to the expanded availability of health savings accounts (“HSA”) under the Reconciliation Act (previously named the One Big Beautiful Bill Act) passed into law earlier this year.
December 30, 2025
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Property and Casualty
Are you prepared for 2026? Property and Casualty Trends Uncovered
The sixth annual Property and Casualty Market Outlook from Alera Group sets the stage for how organizations can recalibrate their risk strategies in 2026. Built on thousands of data points — including a nationwide survey of insurance company partners and wholesale intermediaries — this report delivers actionable insights for insurance buyers, risk managers and business leaders.
December 17, 2025
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Legal Alert: Agencies Clarify How Certain Fertility Benefits May be Treated as Excepted Benefits
This alert is of interest to all employers that offer fertility benefits or may be interested in offering fertility benefits in the future.
November 4, 2025
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