Greater Philadelphia Area
About Us
In the Philadelphia area, we have brought together six outstanding firms as Alera Group Philadelphia. This includes Pentra, HealthFirst, Somerset Capital, Vantage Point, Perspective Financial Group and HR inTune. Recently, Lamb Benefits – Employee Benefits Division joined our team. Every owner of each firm remains an equity partner in Alera Group. Our mission is to enhance our clients’ experience in tangible and measurable ways by building on the foundation of each firm. We strive to deliver the best possible outcomes—positively impacting our employees, clients, communities and the lives of people we serve.
There is a level of excitement at Alera that our clients experience through daily interactions with our team. We care about our people, our clients, our client relationships and making a difference.
Meet Our Team
People you can count on. People you can trust.
Lisa Giersch
Benefit Analyst
Lisa serves as a Benefit Analyst. Lisa works closely with our Consultants and Account Executives to solve for effective solutions to the challenges our clients face as they implement and manage their benefit programs. She also manages the renewal and budgeting processes for our clients.
She utilizes financial tools and carrier data to assist clients with their day-to-day needs. Lisa’s attention to detail and organizational skills help her meet deadlines for the client and the carrier.
She also analyzes renewal rates, claims, and premium increases to ensure competitive pricing. Lisa has over 11 years of carrier experience, and 5 of which she specialized in underwriting.
Rules to live by? Do what you love, love what you do.
Favorite Book? The Five People You Meet In Heaven – Mitch Albom
Favorite superhero? Hulk
Dream car? Seriously any Mercedes would be great
Best advice you’ve ever received? From my Aunt. “Treat others the way that you want to be treated, and you will receive it back 10-fold”
Tim Goldstein
Senior Partner
Tim is a Senior Partner. He upholds the strategic management of existing clients while continuously being responsible for growth.
Prior to joining The Alera Group, Tim founded VantagePoint Benefit Strategies, an employee benefits brokerage and consultancy located in greater Philadelphia. Tim also founded VantagePoint Human Resources which provides outsourced human resources services on a project and retainer basis. Both companies were merged into The Alera Group on September 1st, 2018.
Tim graduated from Cornell and has more than 10 years of experience in the industry.
Where did you grow up? Stony Brook, NY
Favorite place to visit? Lucca, Italy
Most interesting place you have been? Australia
First thing you would do if you won the lottery? Travel – all over the world!
Favorite sports team? Cornell Lacrosse
Corey Heller
Senior Partner
Corey serves as Senior Partner at Alera Group, where he is responsible for developing strategic initiatives and leading new business opportunities. In 2009, Corey started the employee benefits division of Lamb Insurance Services. He led as President of the division for 12 years, up until 2021, when it was acquired by the Alera Group. Corey has spoken and presented to numerous audiences on various benefits related subjects, such as alternative funding strategies, PPACA, emerging benefits and HR trends, and the role of technology in developing an efficient benefit portfolio. Corey is a passionate advocate for his many nonprofit clients and enjoys giving back to the community by serving on numerous nonprofit boards. Corey received a B.S. in Economics & Finance from Lehigh University and enjoys golf, skiing, and spending time with his family at the beach.
Rules to live by? Feed the good wolf
Favorite place to visit? Long Beach Island, NJ
Most adventurous experience? Paragliding in Swiss Alps
Favorite song? Badlands, Bruce Springsteen
First thing you do when you go home from work? Hug my kids
Holly Holloway
Benefit Consultant
Holly serves as a Benefit Consultant. She works mainly with small group. Holly handles quoting, renewals, day to day problem solving, and claims.
She has over 15 years of experience in the industry, and prides herself on providing excellent customer service.
Rules to live by? You do not have control over anyone else or their actions, always make sure you work hard to be the best person you can be and everything else will fall into place, eventually.
What is your favorite city? New York City
Favorite Movie? The Way We Were Robert Redford and Barbra Streisand
Favorite Song? Times of our Lives by Paul Anka
What is something that’s on your bucket list? Vacation in Hawaii
Resources
Success Stories (downloads)
Captive Refesability Study for Fortune 500 Company
THE CHALLENGE Alera Group was requested to undertake a captive refeasibility study for an U.S. based multinational manufacturer of appliances with...
Enhancing a Healthcare Captive
THE CHALLENGE A non-profit multi-state health system with 35,000 employees wanted to conduct a feasibility study to determine if captive funding...
Quarry Faces Environmental Liability Query
THE CHALLENGE A large quarry operation owned a dig site that had been filled with a profusion of waste material following a mineral extraction....
An Alera Group member company based in Southern California was asked by the board of directors of a 400-unit condominium building to provide a bid...
Complicated Commercial Real Estate Portfolio
An Alera Group member company based in Southern California was retained by a commercial real estate property manager to review the insurance policies...
Persistence Secures an Infant’s Life Sustaining Treatment
An Alera Group member company that provides services focused on customized, comprehensive employee benefits, HR technology solutions, and wellness...
Start Up Benefits for a Start Up Company
Alera Group was contracted by a start-up national credit counseling company to assist with maintaining employee health benefits offerings while...
An Alera Group company that serves as a multidisciplinary employee benefits and risk management consultancy was approached by a company in the...
THE CHALLENGE Alera Group was the benefits broker for an employer that was working with two affiliated health insurance companies, “Company A”...
Our Community
Big Brothers Big Sisters Independence Region
For over 100 years, Big Brothers Big Sisters Independence Region has been positively impacting children and communities in Philadelphia, Montgomery, Chester, Delaware, Burlington, Camden, and Gloucester counties in PA and NJ. They don’t create potential in a child, they just foster and protect it.
Buck County Children’s Advocacy Center
The Bucks County Children’s Advocacy Center (CAC) provides a safe and child-friendly environment in which CAC staff, law enforcement, child welfare, prosecution, victim advocacy, medical and mental health professionals collaborate to implement effective, coordinated investigations of suspected child abuse.
With more than 2,500 reports of child abuse in Bucks County each year, the Bucks County Children’s Advocacy Center provides a setting in which children can receive timely, collaborative services from agencies mandated by law to investigate reports of child abuse. The predominant approach to child abuse investigations at the Children’s Advocacy Center is the multidisciplinary team model. This approach supports enhanced communications between the various agencies that respond to allegations of child abuse.
The Bucks County Children’s Advocacy Center strives to transform the system by providing a child-friendly setting where a skilled team of professionals come together under one roof to investigate serious child abuse allegations, conduct forensic interviews to aid in the prosecution of offenders and connect children and families with therapy and victim assistance services — always keeping the best interest of the child in mind.
Eluna Network
The mission of Eluna is to support children and families impacted by grief or addiction. Their innovative resources and programs address the critical needs of children experiencing powerful, overwhelming and often confusing emotions associated with the death of someone close to them or substance abuse in their family. No child should have to face these struggles alone, and our unique programs bring kids together to ease their pain and provide the tools to help restore hope.
Children affected by grief or addiction can feel isolated and alone. Circumstance puts them at increased risk for depression, suicide, poverty, anxiety and behavior problems. Children living in a home with addiction are also at four times the risk of developing an addiction of their own. Eluna’s programs come alongside children and their families to provide vital support helping to prevent complications that arise from unaddressed childhood bereavement and to help break the cycle of addiction in the next generation.
Eluna is dedicated to energizing new research and inspiring political advocacy that will lead to higher standards of care and positive outcomes for children in the fields of bereavement and addiction prevention. By raising awareness for these issues, Eluna reduces stigmas, improves understanding, and makes healing possible for children in need.
Alfred I. du Pont Hospital / Nemours Foundation
A gift of toys, games, books, or crafts can do wonders to brighten a child’s life while they are in the hospital or clinic waiting room. The Child Life programs at Nemours offer activities designed to help children cope with their hospital stay.
Child Life specialists in the hospitals are trained to work with children who have serious illness or are recovering from surgery — often using toys, games, and crafts to allow them to express their fears and hopes and regain a sense of mastery and control.
New, cuddly stuffed animals, hand-held video games, books, and music CDs can help to pass the time and provide a distraction from the hospital routine or clinic visit.
Manna
Manna uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life.
EXPERT EDUCATION
Events and Webinars
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
Sign Up
Employee Benefits
Q3 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
September 9, 2025 at 01:00 pm CT | Virtual
Sign Up
Employee Benefits
Q4 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
November 4, 2025 at 01:00 pm CT | Virtual
Sign Up
THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: Enforcement of the HIPAA Reproductive Health Care Privacy Rule Vacated Nationwide
On June 18, 2025, a federal district court in Texas vacated a significant portion of the HIPAA Privacy Rule to Support Reproductive Health Care Privacy (“Final Rule”), which was implemented on April 24, 2024, on a nationwide basis. The Final Rule, which was implemented in response to the U.S. Supreme Court’s decision in Dobbs v. Jackson Women’s Health Organization (effectively overturning Roe v. Wade), was intended to protect the ability of individuals to receive reproductive health care when the care is provided lawfully under the circumstances without risk of an individual’s identity or health information being disclosed for purposes of state criminal, civil or administrative investigations (or for imposing liability related to lawfully providing or obtaining reproductive healthcare).
July 21, 2025
Find out more
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
Find out more Employee Benefits
Benchmarking: How Do Your Organization’s Employee Benefits Offerings Stack Up?
For the sixth consecutive year, Alera Group is offering a valuable piece of market intelligence: our Healthcare and Employee Benefits Benchmarking Report. We’ll introduce the 2025 edition on its release date, June 26, with a one-hour webinar beginning at 1 p.m. CT.
June 5, 2025
Find out more Employee Benefits
Reminder: PCORI Fees Due By July 31, 2025
Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2025 deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released by the IRS.
June 3, 2025
Find out more