Our Teams

Austin Schwartz, CIC

Vice President, Risk Management

Alan "Duke" Schwartz, CIC

Senior Partner, Risk Management

Chris Lawell

Client Development Executive

Scott Wood

Managing Partner, 
Alera Group - Arizona
Managing Director, Alera Group - 
West & Northwest Regions

Chris Hogan

Executive Vice President & Principal

Seth Vandegrift

Vice President, Strategy & Growth

Lisa Eveleth

Senior Consulting Executive

Don Fechter

Senior Partner & Principal

Gregg Fendley

Senior Partner & Principal

David Spellicy

Vice President, 
Senior Benefits Consultant

Will Morey

Vice President, 
Senior Benefits Consultant

Laura Hanchett

Vice President, 
Senior Benefits Consultant

Lisa Weston

Vice President, 
Senior Benefits Consultant

Raj Kapur

Vice President, 
Employee Benefits Consulting

Bobby Fendley

Senior Benefits Consultant

Jose Schieneman

Senior Benefits Consultant

Joe Daileader

Senior Benefits Consultant

Angela Cook

Director, Enrollment Services

Daniel Kahn

Manager, 
Sales Enablement & Operations

Jessica Rayner

Client Development Executive

Kaia Garcia

Client Development Executive

Jeff Anderson, CPFA®

Senior Partner

Joshua Sorensen, CRPC®

Senior Retirement Plan Consultant

Dan Nason, CIMA® QKA®

Director, Client Services

Fred Amberg, 
MS, AIF, PPC, RICP

Senior Retirement Plan 
Advisor & Partner

Troy Haugen

Senior Retirement Plan 
Advisor & Partner

Kara Barbieri

Client Manager

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Investment advisory services offered through Alera Investment Advisors, LLC.

Legal Fraud Disclaimer
Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.

Michele Farfan

Senior Client Service Manager