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

    Kerry Hartz

    Consultant, Employee Benefits
    Kerry Hartz Headshot

    Kerry has professional experience in nearly every facet of the health insurance industry and employer groups of all sizes and types. He began his career more than 35 years ago at the precursor to Regence Blue Shield and worked with various brokerage firms and third-party administrators before moving to Alera Group. 

    The longtime holder of a Washington insurance license, Kerry has earned three course certifications from the National Association of Health Underwriters as well: Consumer Directed Healthcare, Benefits Account Manager, and Advanced Self-Funded. He enjoys the team-oriented atmosphere in our office and serving as the primary point of contact for the clients he supports. 

    Kerry is married with a son; he likes working in the yard, maintaining the family cars, riding bicycles, playing with the family pets, occasionally being part of a trivia-contest team, and going to the health club. 

    Kerry is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.

    Chérie Hendrix

    Employee Benefits Lead Consultant, National Accounts
    Chérie Hendrix Headshot

    With over 25 years of experience in the industry, Chérie leads our teams for large groups and self-funded plans—providing benefits program strategy, healthcare reform guidance, financial analysis, and account management. Certified as an Advanced Specialist for self-funded plans by the National Association of Health Underwriters (NAHU), she works with clients including native corporations, public employers, nonprofits, professional firms, and many others.

    Before joining the team in 2015, Chérie spent 16 years at Mercer as a principal and senior consultant. There, she focused on mid-sized to large employers in a variety of industries, with benefit plans ranging from 200 to over 15,000 employees.

    Chérie, who holds life and disability insurance licenses in several states, is a member of the Employee Benefits Planning Association, International Foundation of Employee Benefits, NAHU, Alaska Association of Health Underwriters, Western Pension & Benefits Association, the Society for Human Resource Management (SHRM), and other professional organizations. She has presented at the State of Reform Health Policy Conference in Anchorage as well as events for the Alaska Native Village Corporation Association, SHRM, and the Alaska Chamber of Commerce.

    A graduate of Seattle University, Chérie has a degree in French with a minor in business.  She volunteers at Catholic Social Services and has previously volunteered for the French American School of Puget Sound.

    Cherie is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.

    Ismail Kljucanin

    Account Manager, Retirement Plan Services
    Ismail Kljucanin Headshot

    Ismail provides vital support and service to our retirement plan advisors and their clients, helping analyze plan performance, participation, and contributions. His industry background includes three years with KeyBank as a financial consultant; he also earned a bachelor’s degree in Business Administration with a concentration in Finance from the University of Oregon.

    A resident of Gresham, Oregon (about 30 minutes outside of Portland), Ismail was born in Germany and moved to the U.S. when he was a child. He’s fluent in Bosnian and volunteers in the community with Islamic Bosniaks Educational & Cultural Organization (IBECO). When he’s not serving clients or volunteering, he loves to travel, watch and play sports, and spend time with friends and family.

    Abbi Lasich, MBA-HRM, PHR®, SHRM-CP®, MBA-HRM

    Senior HR & Workforce Solutions Consultant
    Abbi Lasich

    Utilizing her problem-solving skills, comprehensive HR expertise, and passion for business, Abbi helps Alera Group deliver the right workplace solutions to clients. Her experience includes employee benefits, financial services, and HR functions in industries such as manufacturing, financial services, and technology. 

    In addition to her MBA in human resource management from Southern Columbia University, Abbi has earned the SHRM Certified Professional (SHRM-CP®) designation and also has her health and disability insurance license. She has been the director of the Northwest Human Resource Management Association conference since 2023 and served on the board of SHRM Olympia from 2008-2018.

    A resident of southwest Washington, Abbi is married with two daughters. She enjoys golf, travel, and wine.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Navigating Medicare: Educational Webinar

    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.

    November 12, 2025 at 12:00 pm CT | Virtual

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    Alera Group Webinar Banner

    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    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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    Property and Casualty

    Top 5 Insurance Surprises Businesses Face in Q4 — and How to Prevent Them

    As year-end approaches, many organizations focus on closing out financials and planning for the year ahead. It’s also the time when insurance programs often reveal unexpected challenges, some avoidable, others the result of shifting market conditions or overlooked details.

    October 30, 2025

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    Employee Benefits

    Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2026

    This alert is of interest to all employers that sponsor health FSAs and qualified transit plans, among others.

    October 10, 2025

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    Employee Benefits

    2025 Leave Report: Insights to Guide 2026 Leave Planning

    Explore Alera Group’s 2025 Leave Report. Benchmark PTO, parental leave, and holiday policies to strengthen employee retention and recruitment as you plan for 2026 and beyond.

    October 1, 2025

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      Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.