Employer Services Team
Terry Aguilar, CEBS®, GBDS
Employer Services Consultant
Abbi Lasich, MBA-HRM, PHR®, SHRM-CP®, MBA-HRM
Employer Services Consultant
Elizabeth Mahoney
Team Lead, Sales Enablement
Brent M. Price, ChFC®, CASL®, RICP®, CLTC®
Advisor, Retirement Plan & Wealth Management
Christopher Schneider
Associate, Business Development
Service Division Leads
Bonnie Gentry, RHU®, REBC®
Lead Consultant, Employee Benefits
Chérie Hendrix
Senior Consultant, National Accounts, Employee Benefits
Stephanie Rossland
Senior Consultant, Employee Benefits
Jessica Wobick, PHR®, SHRM-CP®
Manager of HR Services
Kathy Binkley, RHU®, ChHC®, REBC®
Lead Senior Consultant, Employee Benefits
Client Engagement Team
Jeff Albers, CFP®, CLU®, ChFC®
Sr. Advisor, Retirement Plan & Wealth Management
Astrea Arguello
Sr. Consultant, National Accounts, Employee Benefits
Wendy K. Brant, SPHR®, HRCI®
Executive Partner, HR Services
Christine Brown, SHRM-CP®
Partner, HR Services
Kaleb Cervantes, C(k)P®
Associate Advisor, Retirement Plan Services
Akeem Davis
Advisor, Retirement Services & Wealth Management
Kerry Hartz
Consultant, Employee Benefits
Jon Muench, AIF®, CPFA
Sr. Advisor, Retirement Plan
Sabrina Peterson, CFP®, AIF®, CPFA
Sr. Advisor, Retirement Plan Services
Tisha Shepersky, SPHR®, PHR®, SHRM-CP®
Executive Partner, HR Services
Allyson Thomas, SHRM-SCP®
Lead Partner, Sr. HR Services, Industry Specialist
Nicole Waldron
Partner, HR Services
Mallorie Wheeler, SHRM-CP®, PHR
Services Partner, HR
Client Engagement Support Team
Amy R. Ault
Sr. Account Manager, Employee Benefits
Andrea Bakken
Sr. Account Manager, Employee Benefits
Evan Connolly
Client Support Specialist, HR Services
Bethany Daniels, SHRM-SCP®
Services Partner, HR
Ron Devon, CPFA
Sr. Account Manager, Retirement Plan Services
Lynette Filler
Sr. Account Manager, Retirement Plan Services
Isaac Guerrero
Analyst, Employee Benefits
Tiffani M. Gutierrez, BBA, SHRM-CP®, THRP
Associate HR Services Partner
Ismail Kljucanin
Account Manager, Retirement Plan Services
Danielle Meyer
Recruitment Specialist
Carrie Reed
Sr. Underwriting Analyst, Employee Benefits
Amy Schlerf
Associate Consultant, Employee Benefits
Leslie Shelton
Sr. Account Manager, Employee Benefits
Brittany Thomas
HR Lead Client Support Specialist
Kristin Verone
Analyst, Employee Benefits
Julie Wahlgren, RHU®
Sr. Account Manager, Employee Benefits
Mahtoska Weathers, CPFC®
Lead Account Manager, Retirement Plan Services
Melissa Woodward, PHR
Services Partner, HR
Luke Worley
Client Support Specialist, HR Services
Operations and Sales Support Team
Sunny Jenkins
Marketing Specialist
Jennifer Prowell-Kitter
Director, Pacific Northwest Support Services
Senior Management
Jennifer Bundy-Cobb, CEBS®
Managing Partner
Thomas Showalter, CCP®, SHRM-SCP®
Head of Client Engagement
Margery Pratt, CEBS®, RHU®, REBC®
Client Support Services, Sr. Director
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.