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
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
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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