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

    Bethany Daniels

    Partner, HR Services
    Bethany Daniels Headshot

    Bethany works closely with our team to assist clients in all aspects of HR, drawing upon her 10+ years of experience in recruiting, benefits, employee relations, strategy, and other areas. Before joining Alera Group, she worked in a variety of industries, including biopharma and life sciences, airline transportation, manufacturing, and technology.

    A graduate of Capella University with an MBA in Human Resources, Bethany also earned the Senior Certified Professional designation from the Society for Human Resource Management (SHRM-SCP®).

    Bethany lives in Tacoma and volunteers with the local Ronald McDonald House, cooking meals for families staying in the house and donating various items. In her spare time, she enjoys spending time with her family, which includes five siblings and 14 nieces and nephews, along with her mother, father, and stepmother. She also tends to her houseplants, listens to audiobooks, and loves to craft and shop.

    Akeem Davis

    Advisor, Retirement Services & Wealth Management
    Akeem Davis Headshot

    Akeem advises fiduciaries on best practices for qualified retirement plans, providing recommendations for effective plan design and revisions, monitoring investment lineups, and offering education for groups and individuals in the plan.  He started with Alera Group as an Investment Strategist for the Retirement team and draws upon his strong financial background to make informed recommendations and develop strategies for business owners and key decision makers.  Akeem also engages in individual wealth management discussions which may pertain to assets outside the Plan.
     
    Prior to joining Alera Group in 2018, Akeem worked in business development and recruitment; he also has a background in real estate valuation. He began his career as an Investment Consulting Analyst for Mercer, where he evaluated investments and conducted research for retirement and endowment plans ranging up to $6 billion.
     
    Akeem, who holds Series 7, Series 66, and Life and Health insurance licenses, earned his B.A. in Business Administration from the University of Washington’s Foster School of Business. A resident of University Place, he enjoys spending time with his family, volunteering, practicing jiu-jitsu and kickboxing, and indulging in a great book.

    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.

    Bonnie Gentry, RHU®, REBC®

    Lead Consultant, Employee Benefits
    Bonnie Gentry Headshot

    After nearly 20 years of experience in the health insurance industry, both on the carrier and brokerage sides, Bonnie joined the team in 2013. Her extensive knowledge includes not only self-funding arrangements and fully insured arrangements, but also contract negotiations, the claims process, HSA plans, and HRA plan options—all delivered with genuine care for the well-being of clients’ employees.

    Always striving to improve her skills, Bonnie has earned the Registered Health Underwriter (RHU®) and Registered Employee Benefits Consultant (REBC®) designations. She also studied health and education at Highline Community College and the University of Puget Sound.

    Born and raised in the Pacific Northwest, Bonnie still calls the area home today. She enjoys being outdoors, hanging out with her furry friends on land, and roaming with the magical sea life in our oceans. In winter, you likely will find her engaged in an NHL game—and she’s extremely excited to watch Seattle’s new team.

    Bonnie is not registered as an investment advisor representative and cannot offer advisory products or services in that capacity.

    Isaac Guerrero

    Analyst, Employee Benefits
    Isaac Guerrero headshot

    Isaac has a strong background in data and insurance. Before joining Alera Group, he spent several years in data analyst roles at Ubisoft and Kaiser Permanente and worked as an underwriting assistant for Liberty Mutual. He is responsible for proposal evaluation and renewal support for our group employee benefits clients, bidding on the appropriate markets, and preparing documents for renewals and proposals.

    Isaac graduated from the University of California, Berkeley, with a degree in Applied Mathematics. He lives in Pierce County. He enjoys playing video games, going for walks on sunny days, and spending time with his family.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package

    In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.

    August 21, 2025 at 01:00 pm CT | Virtual

    Sign Up
    Webinar Graphic

    Employee Benefits

    Q3 2025 Quarterly Compliance Webinar

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    September 9, 2025 at 01:00 pm CT | Virtual

    Sign Up
    IMage reading Alera Group Webinar

    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.

    October 22, 2025 at 12:00 pm CT | Virtual

    Sign Up
    State of the Markets

    THOUGHT LEADERSHIP

    Insights

    Property and Casualty

    Alera Group’s 2025 Property and Casualty Market Update

    Alera Group’s 2025 Property and Casualty Market Update, designed as a bridge between Alera Group’s annual Market Outlooks — provides insight into pricing, coverage availability, market capacity and underwriting trends for the balance of 2025.

    August 1, 2025

    Find out more

    Wealth Services

    The Hidden Cost of Sitting on Cash

    Holding cash might feel safe — but it could be quietly costing you. Learn how to find the right balance between flexibility and growth, so your money keeps working as hard as you do.

    July 28, 2025

    Find out more

    Wealth Services

    Tuition, Travel, Retirement — Can You Plan for It All?

    You’re juggling college savings, retirement planning, and living fully today. Here’s how a personalized plan can help you balance it all — without losing momentum or peace of mind.

    July 28, 2025

    Find out more

    Wealth Services

    What Does Wealth Mean to Your Family?

    Wealth is more than a number — it’s what you’re able to do with it. Discover how aligning your financial strategy with your family’s values can lead to greater clarity, connection, and purpose.

    July 28, 2025

    Find out more

      Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.