Wealth Services : Retirement Plan Services
Alera Group Expands Midwest Presence with Strategic Addition of Kansas City Wealth Advisory and Retirement Plan Practice
September 30, 2025
DEERFIELD, IL (September 30, 2025) - Alera Group, a leading national insurance and financial services firm, today announced the addition of Adam Bettis, Senior Partner at Alera Group Wealth Services, and Trish Connelly to its growing network of affiliated advisors. The Kansas City-area practice, based in Overland Park, officially joined Alera Group on July 1, 2025.
Bettis brings extensive experience in wealth management and retirement plan services, with a proven record of delivering comprehensive investment advisory and financial planning solutions to clients throughout the Kansas City metropolitan area.
"We're thrilled to welcome Adam and Trish to the Alera Group family," said Jeff Silverman, Chief Growth Officer, Financial Services for Alera Group. "With his commitment to client service excellence and strong regional presence, Adam represents exactly the type of advisor we're looking to partner with."
The addition strengthens Alera Group's footprint in the Kansas City market, a strategic region for the firm's continued growth. Kansas City represents an important expansion opportunity given its robust business community and rising demand for comprehensive employee benefits and wealth management services.
"Joining Alera Group provides us with enhanced resources and capabilities that will directly benefit our clients," said Bettis. "The platform gives us access to institutional-level investment solutions, advanced technology and a broader range of services while allowing us to maintain the personalized approach our clients value."
"This partnership exemplifies our growth strategy of working with high-quality advisors who are well-positioned to serve both wealth management and retirement plan clients," said Mike Moss, Wealth Platform Leader at Alera Group. "Adam's practice is an excellent example of the type of advisor partnerships we want to continue building."
About Alera Group
Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,500 colleagues offer unique solutions, personalized service and proactive insights to help ensure each client’s business and personal success.