As a physician, you want to be in control of your finances. We know that you have a unique set of circumstances, goals, and objectives.

Our advisors and specialists look forward to providing you with customized strategies that are directed toward the creation and maintenance of your personal and family wealth.

No matter your location, our advisors have the network and resources available to deliver a superior service experience supported by a customized plan of communication.

Our financial strategies are built for you to:
  • Protect your family from life’s unexpected twists and turns
  • Prepare for your future while enjoying your life today
  • Enjoy a comfortable retirement when you’re ready

Financial Products and Services

Physicians are afforded a unique opportunity in life.

With intelligent preparation, we can help you enjoy both a very comfortable lifestyle and true financial security.

Using Alera Group’s Implementation Model, our advisors will help match your needs with high quality financial products, services, and strategies.

  • Financial Needs Analysis
  • Retirement Funding
  • Strategies
  • College Funding Strategies
  • Estate Conservation
  • Strategies
  • Investment Advisory Services
  • Brokerage Services
  • Managed Accounts
  • Brokerage Accounts
  • Mutual Funds
  • Annuities
  • Portfolio Selection
Employee Benefits
  • Group Medical Insurance
  • Group Dental Insurance
  • Group Life Insurance
  • Group Vision Insurance
  • Group Long Term Disability
Insurance & Risk Management
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Health Insurance
  • Traditional IRAs
  • Roth IRAs
  • 401(k)
  • 403(b)
  • Defined Contribution Plans
  • Defined Benefit Plans

* Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

Wealth Management for Physicians

When appropriate, our team of experienced financial advisors offer a fee-based financial plan that will help prioritize your goals and provide a road map so you’re able to work toward each one as the resources to do so become available.

Your financial well-being is our concern. A thorough understanding of your current financial situation will ensure that your Alera Group advisor makes the recommendations that work for you.

Brian Carlson, CFP®, CLU®
Senior Vice President, Wealth Services
(847) 457-3181

Clay P. Hessel, RHU®
Senior Vice President, Wealth Services
(847) 457-3035

Duane Stevens, CFP®, CLU®, ChFC®, CLTC, CFS
Senior Vice President, Wealth Services
(847) 457-3159

Michael Marino
Wealth Services Advisor
(847) 457-3237

Brandon Clouse
Senior Wealth Services Advisor
(847) 457-3183