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

    Isaac Guerrero

    Analyst, Employee Benefits
    Isaac Guerrero headshot

    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.

    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.

    EXPERT EDUCATION

    Events and Webinars

    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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    image saying Alera Group Webinar

    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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    Employee Benefits

    Network Performance Strategy: Why Any Provider Costs More — and How to Steer to Value Without Disruption

    A steering strategy that improves outcomes and total cost of care.

    April 21, 2026 at 01:00 pm CT | Virtual

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    webinar

    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    Legal Alert: RxDC Reporting Due June 1st

    Reminder: RxDC Reporting Due June 1st

    February 26, 2026

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    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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      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.