Alera Group Strengthens Midwest Reach with Kansas City Wealth Advisory Addition

Alera Group, a national insurance and financial services firm, has expanded its presence in the Midwest by integrating a wealth advisory and retirement plan practice based in Overland Park, Kansas City. Effective July 1, 2025, Adam Bettis, a Senior Partner specializing in wealth management and retirement plan services, along with Trish Connelly, joined Alera Group's network of affiliated advisors, enhancing the firm's regional capabilities.

Adam Bettis brings extensive expertise in delivering comprehensive investment advisory and financial planning solutions tailored to the Kansas City metropolitan area's clients. The strategic addition aligns with Alera Group's growth objectives, targeting the robust business environment of Kansas City, where demand for employee benefits and wealth management services is increasing.

By joining Alera Group, Bettis and his practice gain access to institutional-level investment resources, advanced technological platforms, and a broader suite of services, enabling them to maintain personalized client engagement while leveraging enhanced capabilities. This integration exemplifies Alera Group's strategy of partnering with high-caliber advisors capable of serving diverse client needs across wealth management and retirement planning.

Alera Group’s expansion in Kansas City underscores its commitment to deepening market penetration in key regions. The firm's collaborative approach, supported by a nationwide team of over 4,500 professionals, focuses on delivering integrated property and casualty insurance, employee benefits, wealth services, and retirement solutions to meet evolving client demands.

The firm's leadership highlights that growing the network with experienced advisors like Bettis supports sustained development and specialized service offerings. As the insurance and financial services landscape evolves, such collaborations position Alera Group to address complex market requirements through a combination of scale, technological innovation, and client-centric service.