Meet Our Team
Julie Wahlgren
Sr. Account Manager, Employee Benefits
In our Tacoma office, Julie manages online benefits administration, communications, directing compliance questions, and making sure the information in our database isn’t compromised. While she has worn several hats since arriving at Wilson Albers about 25 years ago, these days Julie enjoys working behind the scenes—but still loves catching up with clients whenever she can.
Julie is a graduate of Western Washington University who moved to Minnesota after college, and then quickly returned once she realized how much she missed the Northwest. A Registered Health Underwriter (RHU®), she has vast experience in client services, health insurance, benefits administration systems, employee benefits design, and communications. Her favorite part of her current role is knowing that she plays a part in ensuring clients are cared for and that employees understand their benefits.
Mahtoska Weathers
Lead Account Manager, Retirement Plan Services
As the Lead Retirement Account Manager, Mahtoska’s primary responsibility for the client is communicating with current and potential clients, scheduling meetings, client data management, and systems management. Internally, he trains new account managers and manages processes across the Northwest region. Mahtoska possesses a B.S. in Mathematics, with a focus on data analysis and statistics.
Mahtoska has earned the Qualified Plan Fiduciary Consultant (QPFC) designation through the National Association of Plan Advisors (NAPA), a reputable organization known for its industry-recognized credentials. This designation reflects his in-depth understanding of the roles of fiduciaries and co-fiduciaries in relation to qualified employer-sponsored retirement plans, further enhancing his ability to provide expert guidance to clients.
After his five-year military service as a Marine Corps member ended, Mahtoska worked at a brewery and then in a customer-service role where he gained wine knowledge to provide informed recommendations. This sparked a lasting passion, and his long-term goals include becoming a certified sommelier while building a thriving career in the financial services industry.
Mahtoska lives with his girlfriend and two dogs in Spanaway, Washington. He enjoys traveling, cooking, relaxing, and playing games.
Mallorie Wheeler
Partner, HR Services
Mallorie provides tailored support to meet the unique needs of our clients, emphasizing training and development so individuals can tap into what makes them tick—and so organizations can develop a more engaged workforce. She believes investing time into your people brings the greatest return.
Mallorie has earned the Professional in Human Resources (PHR®) and SHRM Certified Professional( SHRM-CP®) designations; she also is a Gallup-Certified Strengths Coach and a graduate of Central Washington University with a bachelor’s degree in business administration (specializing in HR). Before joining Alera Group, she worked as HR director for an emergency and specialty animal hospital.
A Tacoma native who loves being outdoors and finding new places to explore with her family, Mallorie is passionate about photography, traveling, reading—and coffee. She is actively involved in her children’s schools and supports initiatives for the well-being of special-needs children in the community.
Melissa Woodward, PHR
Partner, HR Services
Melissa collaborates across the HR team to support our clients in all facets of HR. With over 20 years of experience in the field, she has particular expertise in training and development, recruiting, performance management, and benefits. Melissa enjoys helping business leaders implement programs and processes to improve employee performance and satisfaction.
She earned a bachelor’s degree in Kinesiology from the University of North Texas and is also certified as a Professional in Human Resources (PHR) by the Human Resource Standards Institute.
Melissa lives in Haslet, Texas, with her husband, Lance, and her youngest son, Jagger. Her oldest, Maverick, is a freshman at Texas Tech University. She and her son, Jagger, belong to the Young Men’s Service League of Haslet and volunteer for various nonprofits in the Fort Worth Area. She’s also the president of the local high school boys’ basketball booster club. In addition to watching her boys play sports, Melissa loves to cook, exercise, and craft.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
AI Advantage in Benefits: Practical Use Cases That Support HR and Employees
A practical view of how AI can support benefits teams while improving the employee experience.
November 17, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
The Compliance Pathway Q4
Don't miss this ongoing opportunity to ensure you comply with current regulations and are prepared for what's ahead.
December 2, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: IRS Issues ACA Affordability Percentage Adjustment for 2027
The Internal Revenue Service (IRS) has released Rev. Proc. 2026-26.
July 24, 2026
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Property and Casualty
Commercial Real Estate Insurance Market Shows Signs of Relief, With Conditions
There are emerging signs that the commercial property insurance market is beginning to soften. However, the benefits of this shift are not being felt uniformly across all real estate portfolios.
July 16, 2026
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Employee Benefits
Legal Alert: Clients With Massachusetts Private PFML Plans Renewing After July 1, 2026
Alert for any employer with at least one employee in Massachusetts, even if the employee is remote.
June 30, 2026
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Legal Alert: PCORI Fees Due By July 31, 2026
This alert is of interest to all employers that sponsor self-insured group health plans, including Health Reimbursement Arrangements (HRAs). Note that the PCORI fee does not apply to most health FSAs.
June 29, 2026
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