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

    Danielle Meyer

    Recruitment Specialist, HR Services
    Danielle Meyer headshot

    Dani loves helping businesses connect all the pieces and fill positions with the right candidates. She works closely with our HR leads and clients to execute all aspects of the recruiting cycle, from developing job descriptions and compelling postings to creating questionnaires and conducting screening interviews. 

    Before joining Alera Group, Dani worked as a Licensed Veterinary Technician for 17 years—assisting with care, providing training, and setting protocols. She also spent 3.5 years recruiting in the industry, hiring over 300 veterinary professionals during a mass exodus prompted in part by the pandemic. Her strong interpersonal and communication skills help ensure exceptional experiences for clients and candidates alike. 

    Dani lives on the coast of Southwest Washington, about 20 minutes from the Oregon border, and volunteers for the Clatsop County Animal Shelter and Blackberry Bog Farm. When she’s not hiking with her dogs or taking care of her chickens and ducks, she enjoys reading, foraging mushrooms, drawing, and going to the beach.

    Brent M. Price, ChFC®, CASL®, RICP®, CLTC®

    Advisor, Retirement Plan & Wealth Management
    Brent Price Headshot

    Drawn to the financial services industry in 1997, Brent has been a member of the team since 2002. He is passionate about teaching individuals how to build and protect wealth and how to navigate the transition to and through retirement—offering guidance on portfolio management, retirement income planning, estate planning, and long-term care planning.

    Brent holds several related professional designations and believes that open, honest conversations are key to providing peace of mind during a time in life that can be both exciting and unsettling.

    Working with business owners and C-suite officers, he assists in business continuation planning as well as the implementation of benefit packages designed to recruit, reward, and retain their key people.

    A graduate of Southern Oregon University, Brent lives with his wife in the Tacoma area; they have three grown sons and three beautiful granddaughters. He enjoys spending time with family, traveling, playing games, and golfing.

    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.

    Carrie Reed

    Sr. Underwriting Analyst, Employee Benefits
    Carrie Reed Headshot

    Carrie has broad experience in healthcare, underwriting, and marketing to go with her more than 20 years in the employee benefits industry. Her primary focus for the past 12 years has been large experience-rated and self-insured books of business. 

    Before joining Alera Group in 2016, Carrie worked in patient services for a large nonprofit medical provider organization and worked on small group and individual benefit plans for a small brokerage firm. She then moved to a firm that offered opportunities to serve mid-size and larger group business, gaining experience both with underwriting and marketing. 

    Carrie has continued to pursue greater professional knowledge over the course of her career, taking on roles and projects that broaden her skills in addition to maintaining her Washington licensing for life and disability insurance. She prides herself on her attention to detail and her commitment to providing highquality deliverables to clients—which is why they like, respect, and recommend her.

    Allyson Thomas, SHRM-SCP®

    Executive HR Services Partner
    Allyson Thomas Headshot

    Allyson has a strategic mindset and broad experience that touches on all facets of human resources, primarily in the technology and healthcare industries. She serves as HR director and lead for multiple Alera Group clients, ensuring smooth and efficient operations while optimizing employee experience, engagement, and team-building.

    Leadership and individual coaching is a passion for Allyson; she is certified in both DISC and MBTI assessments, which she uses for training with a variety of audiences. She also earned the SHRM Senior Certified Professional (SHRM-SCP®) designation.

    A graduate of the University of Washington and Western Governors University, Allyson previously served in HR leadership roles for AIM Aerospace, Sound Physicians, and Morpho (now Idemia). She lives in University Place, Washington, and enjoys hiking, running half-marathons, working out, music, painting, dancing, and travel, along with many other hobbies. Her volunteer work includes serving on the board for New Phoebe House, which helps mothers stop cycles of addiction, homelessness, and family violence.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Dynamic Data: Strategies for Success

    Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.

    July 17, 2025 at 01:00 pm CT | Virtual

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    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.

    July 23, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    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

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    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    Legal Alert: Employee Benefits Provisions in the One Big Beautiful Bill Act

    On July 3, 2025, Congress passed a reconciliation bill (the “Reconciliation Act”) previously named the One Big Beautiful Bill Act, but subsequently redesignated “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”

    July 8, 2025

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    Wealth Services

    Monthly Market and Economic Update - June 2025

    Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

    July 7, 2025

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    Wealth Services

    Weekly Market Update

    Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.

    July 7, 2025

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    Wealth Services

    Weekly Market Update

    Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.

    June 30, 2025

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