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

    Brittany Thomas

    Client Support Specialist Lead
    Brittany Thomas Headshot

    Brittany oversees our Client Support Specialist team—providing guidance, fostering a collaborative, efficient work environment, and building strong relationships with both clients and team members. She works closely with HR leads to ensure the accurate, timely completion of administrative functions for benefits administration, training programs, recruiting, onboarding/offboarding, open enrollment, and employee relations. 

    A graduate of the University of Idaho, where she earned a degree in business and human resources, Brittany has nearly 20 years of experience in HR, benefits, and retirement plans. She also achieved the SHRM People Manager Qualification.

    Brittany lives outside of Tacoma, Washington; her hobbies include spending time with her family, watching her two girls play sports, traveling, and getting outside. She has volunteered for over 12 years with the United Way of Pierce County (including five years as a campaign lead) and also supports Mother Earth Farms.

    Kristin Verone

    Analyst, Employee Benefits
    Kristin Verone Headshot

    Kristin has served in a variety of roles over her 25+ years with the Washington office, including Office Manager, Database Administrator, and Small Group Account Manager. Today, as an Employee Benefits Analyst, one of her key duties is managing the renewal process for group insurance products—coordinating proposals and performing other vital tasks to ensure clients and Wilson Albers have all the necessary information to negotiate.

    Kristin lives in Puyallup, Washington, and loves spending time with friends, family, and her dog Abe. Other hobbies include cooking, taking Abe to the dog park, watching college football, and cheering on Purdue’s basketball team (“Boiler up!” she says).

    A graduate of Central Washington University with a bachelor’s degree in administrative office management, Kristin also volunteers for programs and events such as United Way’s Day of Caring and Shop with a Cop.

    Julie Wahlgren

    Sr. Account Manager, Employee Benefits
    Julie Wahlgren Headshot

    In our Tacoma office, Julie manages online benefits administration, communications, directing compliance questions, and making sure the information in our database isn’t compromised. While she has worn several hats since arriving at Wilson Albers about 25 years ago, these days Julie enjoys working behind the scenes—but still loves catching up with clients whenever she can. 

    Julie is a graduate of Western Washington University who moved to Minnesota after college, and then quickly returned once she realized how much she missed the Northwest. A Registered Health Underwriter (RHU®), she has vast experience in client services, health insurance, benefits administration systems, employee benefits design, and communications. Her favorite part of her current role is knowing that she plays a part in ensuring clients are cared for and that employees understand their benefits.

    Mahtoska Weathers

    Lead Account Manager, Retirement Plan Services
    Mahtoska Weathers Headshot

    As the Lead Retirement Account Manager, Mahtoska’s primary responsibility for the client is communicating with current and potential clients, scheduling meetings, client data management, and systems management. Internally, he trains new account managers and manages processes across the Northwest region. Mahtoska possesses a B.S. in Mathematics, with a focus on data analysis and statistics.

    Mahtoska has earned the Qualified Plan Fiduciary Consultant (QPFC) designation through the National Association of Plan Advisors (NAPA), a reputable organization known for its industry-recognized credentials. This designation reflects his in-depth understanding of the roles of fiduciaries and co-fiduciaries in relation to qualified employer-sponsored retirement plans, further enhancing his ability to provide expert guidance to clients.

    After his five-year military service as a Marine Corps member ended, Mahtoska worked at a brewery and then in a customer-service role where he gained wine knowledge to provide informed recommendations. This sparked a lasting passion, and his long-term goals include becoming a certified sommelier while building a thriving career in the financial services industry.

    Mahtoska lives with his girlfriend and two dogs in Spanaway, Washington. He enjoys traveling, cooking, relaxing, and playing games.

    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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