Meet Our Team
Mallorie Wheeler
Partner, HR Services
Mallorie provides tailored support to meet the unique needs of our clients, emphasizing training and development so individuals can tap into what makes them tick—and so organizations can develop a more engaged workforce. She believes investing time into your people brings the greatest return.
Mallorie has earned the Professional in Human Resources (PHR®) and SHRM Certified Professional( SHRM-CP®) designations; she also is a Gallup-Certified Strengths Coach and a graduate of Central Washington University with a bachelor’s degree in business administration (specializing in HR). Before joining Alera Group, she worked as HR director for an emergency and specialty animal hospital.
A Tacoma native who loves being outdoors and finding new places to explore with her family, Mallorie is passionate about photography, traveling, reading—and coffee. She is actively involved in her children’s schools and supports initiatives for the well-being of special-needs children in the community.
Melissa Woodward, PHR
Partner, HR Services
Melissa collaborates across the HR team to support our clients in all facets of HR. With over 20 years of experience in the field, she has particular expertise in training and development, recruiting, performance management, and benefits. Melissa enjoys helping business leaders implement programs and processes to improve employee performance and satisfaction.
She earned a bachelor’s degree in Kinesiology from the University of North Texas and is also certified as a Professional in Human Resources (PHR) by the Human Resource Standards Institute.
Melissa lives in Haslet, Texas, with her husband, Lance, and her youngest son, Jagger. Her oldest, Maverick, is a freshman at Texas Tech University. She and her son, Jagger, belong to the Young Men’s Service League of Haslet and volunteer for various nonprofits in the Fort Worth Area. She’s also the president of the local high school boys’ basketball booster club. In addition to watching her boys play sports, Melissa loves to cook, exercise, and craft.
Luke Worley
Client Support Specialist
As a Client Support Specialist, Luke helps Alera Group clients with hiring, terminations, 401(k) administration, recruiting, payroll, and other vital operations. He plays an active role in our work for tribal organizations in Alaska, also assisting with training and our onboarding template in Basecamp.
A graduate of Pacific Lutheran University with a bachelor’s degree in business/HR management and a minor in communications, Luke previously was a supervisor for his family’s business; he also worked at a data center.
Luke is a Washington native who lives in Tacoma. He enjoys fishing, golfing, and being with family.
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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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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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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