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
Danielle Meyer
Recruitment Specialist, HR Services
Dani loves helping businesses connect all the pieces and fill positions with the right candidates. She works closely with our HR leads and clients to execute all aspects of the recruiting cycle, from developing job descriptions and compelling postings to creating questionnaires and conducting screening interviews.
Before joining Alera Group, Dani worked as a Licensed Veterinary Technician for 17 years—assisting with care, providing training, and setting protocols. She also spent 3.5 years recruiting in the industry, hiring over 300 veterinary professionals during a mass exodus prompted in part by the pandemic. Her strong interpersonal and communication skills help ensure exceptional experiences for clients and candidates alike.
Dani lives on the coast of Southwest Washington, about 20 minutes from the Oregon border, and volunteers for the Clatsop County Animal Shelter and Blackberry Bog Farm. When she’s not hiking with her dogs or taking care of her chickens and ducks, she enjoys reading, foraging mushrooms, drawing, and going to the beach.
Jon Muench, AIF®, CPFA
Sr. Advisor, Retirement Plan Services
Jon came to Wilson Albers, an Alera Group Company, in 2020 after spending 30 years building his retirement-plan knowledge at several companies—including his own financial practice, which he managed for more than a decade. He advises fiduciaries on best practices for qualified retirement plans, providing recommendations for effective plan design and revisions, monitoring investment lineups, and even offering education for groups and individuals in the plans. Explaining complex issues and “seeing the lightbulb go on” for clients and participants is one of the things he loves about his role.
Jon’s most recent professional development to increase his industry experience was attaining the Certified Plan Fiduciary Advisor (CPFA) designation.
The 10th of 11 kids, Jon is a graduate of Simpson College who moved to the Seattle area from Iowa in 1993. He enjoys traveling, hiking in the mountains, exploring state and national parks, and sampling craft beers. He also is continually striving for BBQ perfection and hopes to be certified as a Master Gardener eventually as well. Jon and his wife have a college-age son and a West Highland White Terrier.
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.
Brent M. Price, ChFC®, CASL®, RICP®, CLTC®
Advisor, Retirement Plan & Wealth Management
Drawn to the financial services industry in 1997, Brent has been a member of the team since 2002. He is passionate about teaching individuals how to build and protect wealth and how to navigate the transition to and through retirement—offering guidance on portfolio management, retirement income planning, estate planning, and long-term care planning.
Brent holds several related professional designations and believes that open, honest conversations are key to providing peace of mind during a time in life that can be both exciting and unsettling.
Working with business owners and C-suite officers, he assists in business continuation planning as well as the implementation of benefit packages designed to recruit, reward, and retain their key people.
A graduate of Southern Oregon University, Brent lives with his wife in the Tacoma area; they have three grown sons and three beautiful granddaughters. He enjoys spending time with family, traveling, playing games, and golfing.
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.
Carrie Reed
Sr. Underwriting Analyst, Employee Benefits
Carrie has broad experience in healthcare, underwriting, and marketing to go with her more than 20 years in the employee benefits industry. Her primary focus for the past 12 years has been large experience-rated and self-insured books of business.
Before joining Alera Group in 2016, Carrie worked in patient services for a large nonprofit medical provider organization and worked on small group and individual benefit plans for a small brokerage firm. She then moved to a firm that offered opportunities to serve mid-size and larger group business, gaining experience both with underwriting and marketing.
Carrie has continued to pursue greater professional knowledge over the course of her career, taking on roles and projects that broaden her skills in addition to maintaining her Washington licensing for life and disability insurance. She prides herself on her attention to detail and her commitment to providing highquality deliverables to clients—which is why they like, respect, and recommend her.
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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