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Joey Mertlich, CSFS®

Employer Services Consultant

Joey Mertlich combines his passion for health, business, and people to lead new client acquisition for
Wilson Albers, with a focus on employee benefits, retirement plans, HR, and risk-management strategies
for the South Puget Sound business community. His overriding mission is to help Washington employers
build a healthier, wealthier, and wiser workforce.

A veteran of the Washington Air National Guard, Joey earned the Certified Self-Funding Specialist
(CSFS®) designation from the Health Care Administrators Association and was named to the South
Sound Business Examiner’s “40 Under 40” list in 2016. He also is a 2018 graduate of the AWB Leadership
Washington program, which aims to develop the state’s future leaders.

Joey graduated with a degree in exercise science from PLU, where he played football for the NCAA
Division III Lutes. When he’s not working, or watching his three children play baseball, volleyball, and
golf, he enjoys Peloton, yoga, movies, podcasts, and going on family adventures with his wife.

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.
Advisory Services through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc.,  Alera Investment Advisors, LLC and Wilson Albers are not affiliated with Triad Advisors, LLC.