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

    Mallorie Wheeler

    Partner, HR Services
    Mallorie Wheeler Headshot

    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 Woodward Headshot

    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
    Luke Worley Headshot

    As a Client Support Specialist, Luke helps Alera Group clients with hiring, terminations, 401(k) administration, recruiting, payroll, and other vital operations. He plays an active role in our work for tribal organizations in Alaska, 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 was a supervisor for his family’s business; he also worked at a data center.

    Luke is a Washington native who lives in Tacoma. He enjoys fishing, golfing, and being with family.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?

    In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.

    June 26, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Dynamic Data: Strategies for Success

    Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.

    July 17, 2025 at 01:00 pm CT | Virtual

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    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.

    July 23, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Protecting Your Business from the Loss of a Key Person

    The unexpected loss of a key team member can disrupt operations and impact your bottom line. Explore how key person insurance can help your business stay resilient and maintain continuity during a critical transition.

    May 20, 2025

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    Wealth Services

    Weekly Market Update

    Stocks roared higher last week, powered by upbeat trade news and tame inflation reports.

    May 19, 2025

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    Employee Benefits

    Agencies Push Pause Button on Enforcement of MHPAEA 2024 Final Rule

    On May 15, 2025, the Department of Labor, Department of Health and Human Services, and the Treasury Department (collectively, the “Agencies”) released a statement regarding the Agencies’ recent request for abeyance of a lawsuit filed by the ERISA Industry Committee (“ERIC”) in the U.S. District Court for the District of Columbia that challenged certain aspects of Mental Health Parity and Addiction Equity Act (MHPAEA) Final Rule (“2024 Final Rule”) relating to nonquantitative treatment limitation comparative analyses (“NQTL analyses”).

    May 16, 2025

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    Wealth Services

    The Practical Value of Insuring Against Life’s Risks

    Unexpected events can derail even the best-laid financial plans, yet many people remain underinsured. This article explores how the right coverage can help protect your income and support your long-term goals.

    May 16, 2025

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