Wealth Services

Alera Group exec receives Distinguished Estate Planner award

June 7, 2023

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Deerfield, IL (June 7, 2023) — Alera Group, a top independent, national insurance, wealth services and retirement plan services firm, today announced J.R. Burke, Founding Principal of Perspective Financial Group, an Alera Group company, is the recipient of the Philadelphia Estate Planning Council 2022 Distinguished Estate Planner Award. The annual award honors an individual for outstanding contributions in the field of estate planning.

Burke is an active participant in industry organizations and has led numerous continuing education sessions for financial organizations. He was the financial planning contributing author for the Journal of the American Society of CLU & ChFC and is currently a member of the Million Dollar Round Table. He serves as an Executive Committee member of the Board of the Philadelphia Estate Planning Council and is a past president.

“J.R. is a key member of our team and has set a standard of exceptional estate planning for clients,” said Tina Hohman, Executive Vice President of Wealth Services at Alera Group. “J.R. joined our Wealth Services division in 2018, when Alera Group acquired Perspective Financial Group. We are thrilled to have him on our team and to see this award go to such a deserving individual.”

View further details about the Philadelphia Estate Planning Council and the 2022 Distinguished Estate Planner Award here.

About Alera Group Wealth Services

Alera Group Wealth Services, a division of Alera Group, is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth management needs of individuals and families. For more information, visit wealthservices.aleragroup.com

About Alera Group 

Alera Group is an independent, national insurance and wealth management firm with more than $1 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 4,000 professionals in more than 180 offices provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit www.aleragroup.com or follow us on LinkedIn