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
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
As someone who believes that lasting relationships begin with a personal touch and clear communication, Mallorie Wheeler blends those skills with deep HR knowledge to help our clients troubleshoot issues and find solutions.
Mallorie has earned the Professional in Human Resources and SHRM Certified Professional designations; she also has a bachelor’s degree in business administration (specializing in HR) from Central Washington University. Before joining Wilson Albers, she was HR director for an emergency and specialty animal hospital.
A Tacoma native, Mallorie loves living in the Pacific Northwest, getting outside as much as possible, and being active. When she’s not supporting clients, you can typically find her grabbing a cup of coffee and heading out for a hike or photography adventure with her two boys and her husband. She also enjoys volunteering, watching old movies, baking, and taking road trips.
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.
Luke Worley
Client Support Specialist, HR Services
As a Client Support Specialist, Luke Worley helps clients with hiring, terminations, 401(k) administration, and key account management. He plays an active role in our work for the Port of Longview and McFarlane, also assisting with training and our onboarding template in Basecamp.
A graduate of Pacific Lutheran University with a bachelor’s degree in business/HR management and a minor in communications, Luke previously worked as a supervisor for his family’s business; his other prior roles include positions at a data center and as an air handler technician.
Luke lives in Lakewood, Washington, where he enjoys getting outside to fish, boat, and attend sporting events. A former basketball player at PLU who volunteered as an official for youth games, he also likes to spend time with family and friends.
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
Employee Benefits
Your Guide to a Competitive, Cost-Efficient Employee Benefits Program
Alera Group’s recently released "2025 Employee Benefits Market Outlook" is a report designed to help you make informed decisions on designing a state-of-the-industry program that attracts and retains talented workers while guarding against the inefficiencies that drive up benefits spend — especially on healthcare and prescription drugs.
January 21, 2025
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Wealth Services
Weekly Market Update
Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears.
January 21, 2025
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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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