About Us

Since our inception in 1964, The Wilson Agency has developed a reputation for responding with innovative solutions to the problems experienced by our clients. We take great pride in providing top quality, premier services and products that help any business or organization maximize their employee benefits.

Our Vision/Values

Our Vision

Empower people to lead a life of significance.

 

Our Values

 

  • Ethics: to undertake decisions and work with honesty and integrity, working in the best interest of the client, their constituents and the agency.
  • Service: to understand and respond quickly to other’s needs with care and consideration.
  • Self Improvement: to continually improve ourselves that we may contribute to the greater good of our customers, our company and our community.
  • Openness: to unclutter our mind and language to easily access and assimilate new ideas and information and to communicate in an honest and respectful way.
  • Quality: to provide the best products and service available in the most resourceful manner possible.
  • Agility: to routinely perform challenging tasks using a diversity of tools that best suit the occasion and that serve the best interests of our client and the agency.

Award Winning

BBB Torch Award Alaska Medium Business of the Year, 2015Torch Award

The BBB Torch Award recognizes businesses that exemplify BBB’s commitment to excellence by furthering trust, honesty and integrity in the marketplace.

 

#2 Best Places to Work in Alaska Award, 2014

Best Places to Work in Alaska

We are so proud to have achieved second place in the Best Places to Work in Alaska.  This award is the result of a two-part assessment process that consists of an employer survey about policies and benefits and a 78-question survey for employees, including a five-point agreement scale and two open-ended questions.  This feedback is tremendous validation that The Wilson Agency knows how to treat employees!  Congratulations to all the winners of the Best Places to Work Award.

 

Alaska Chapter, Society of Human Resource Management Employer of the Year, 2006

 

UBA Firm of The Year, 2006

 

Alaska Business Monthly Top 49'er Award Recipient, 2005-2014

 

Anchorage Chamber Gold Pan Award Finalist, 2012 & 2014

 

Alaska Chamber Bill Bivin Small Business of The Year Award Finalist, 2013

 

National Association of Health Underwriter's Leading Producers Round Table Soaring Eagle, 2000-2015

Community Involvement

The Wilson Agency is an active and strong supporter of the industry’s professional organization on both a local and national level.  Several employees were charter members of our local award-winning chapter and have continued to serve in a leadership capacity.  Many have traveled to Juneau and D.C. to educate legislators on healthcare issues and advocated on behalf of our clients. 

Additionally, The Wilson Agency generously donates thousands of dollars every year to charitable organizations around the state.  We have developed charitable giving guidelines to guide requests and target our giving in a way that supports our values.  Priority is given to charities that promote healthcare access and quality, and charities that are supported by our clients or our employees.  For the past several years, The Wilson Agency's averaged over $31,000 in donations to Alaska nonprofits.  And, in 2014, we helped to raise over $50,000 for Anchorage Project Access in celebration of our 50th year in business.

 

Memberships

  aedc          Live Work Play     Fairbanks Chamber of Commerce      

Anchorage Chamber of Commerce       Visit Anchorage

Celebrating 50 Years!

50 years in business!

We proudly celebrated our 50th year in business in 2014.  Our success is a reflection of our principles and values that we established, cherish and hone every day. While we couldn’t be prouder of our success, we are also humbled by its real meaning: that we have helped others be successful; for this is the real achievement we strive for every day.

 

Industry Expertise

The Wilson Agency excels in understanding client's individual needs based on industry specifics. Click here to see what industries we've worked with.

UBA & RPAG Advantage

The Wilson Agency may be based in Anchorage but its reach is far from only local.  We are proud to be an original Founding Partner of United Benefit Advisors® (UBA), 

United Benefit Advisorsa partner-owned alliance of more than 140 premier independent benefits advisory firms with more than 165 offices throughout the U.S., Canada and the U.K.

Since 2002, UBA Partner Firms have combined their collective power and coordinated resources to obtain the most competitive rates and enhanced employer services through a sea of insurance carriers and technology providers.  Learn how working with a UBA firm can help your business.

Our Team Specializing in Employee Health Benefits in Alaska

Additionally, The Wilson Agency is an active member of the Retirement Plan Advisory Group (RPAG), an alliance of over 740 advisors representing 370 firms in 45 states managing more than $86 billion in collective retirement assets.  Driven by robust technology, system and services to help create successful retirement plan experiences for plan sponsors and participants alike.

 

 

Privacy Practices and Policies

Our Benefits Team

Lon G. Wilson
President & CEO

Lon currently serves as Managing Member for Wilson Albers and Company, LLC and President and CEO for its subsidiary companies: The Wilson Agency, LLC, Albers & Company, Inc.,  and ConnectHR, LLC. He joined The Wilson Agency in 1989, becoming a Principal in 1991. Through his strategic leadership, he has successfully developed a family of companies serving the employee benefits and human resource needs of organizations throughout the Northwest. Lon is very active in local and national industry organizations. He is a member of the National Association of Health Underwriters (NAHU), past President of the Alaska Association of Health Underwriters, and current Board Chair for United Benefits Advisors. He is also involved in a number of civic and professional organizations. He is former Chairman of the Anchorage Economics Development Corporation, a board member of the Providence Health & Services Community Ministry Board in Alaska, and a member of the Board of Directors of Better Business Bureau of Alaska, Oregon, and Western Washington. 

Outside of work, Lon enjoys travel, fine wine and gourmet food, as well as experiencing events such as sports, concerts and cultural performances. During the summer months, he takes delight in spending time with family and friends at his lake property.

Contact Lon Wilson

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* Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

Jennifer Bundy-Cobb
CEBS, Health & Welfare Services Director

Jennifer has been providing her expertise at our firm for over 20 years.  Since entering the insurance industry in 1990, she has developed a strong background in alternate funding and health plan risk management in both the public and private sectors. According to Jennifer, one of her greatest achievements is having successfully navigated her team through a variety of benefits challenges, including Health Care Reform. Jennifer enjoys sharing her industry experience with the community as a charter member of the Alaska Chapter of the National Health Underwriters Associations and through participation on a variety of advisory committees, including active involvement with United Benefit Advisors. Her hard work earned her a designation as one of the “Top 40 under 40” by the Alaska Journal of Commerce/Alaska Chamber of Commerce in 2003 and a membership to the exclusive ATHENA Society in 2015.

When Jennifer is not splitting her time between our offices in Tacoma and Anchorage, she enjoys spending time with her husband, daughter and two wheaten terriers.

Contact Jennifer Bundy-Cobb

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Jeff Albers, CFP®, CLU®, ChFC®, AIF®
Retirement Plan & Financial Services Director

Jeff heads our Financial Services division from our Tacoma office (Albers & Company.) He joined the company in 1995 as Vice President of Financial Services, where he’s gained years of real-life experience providing both big picture financial strategy as well as individual wealth management guidance.

Jeff has furthered his expertise with series 6, 63, 65 and 7 securities and investment advisory licenses as well as advanced education through Wharton Business School, Certified Financial Planner Board of Standards and The American College.  In 2013 Jeff acquired the Accredited Investment Fiduciary (AIF) designation.

Jeff’s greatest passion is helping people improve their “financial wellness”, and better prepare them for financial independence. Jeff obtained his bachelor’s degree from the University Of Washington School Of Business.

 

Securities and Advisory Services offered through KMS Financial Services, Inc.

Check the background of our investment professionals on FINRA's BrokerCheck”: http://brokercheck.finra.org/.

 

Cherie Hendrix
Health & Welfare Services Sr. National Accounts Advisor

Cherie is a top industry expert with over 16 years of experience in the benefits industry. Her experience includes benefit program strategy, health care reform (PPACA) guidance, financial analysis, account management and customer service. Prior to joining The Wilson Agency, she worked as Principal and Senior Consultant for Mercer Health & Benefits where she focused on mid-sized to large employers with benefit plans ranging from 200 to more than 15,000 employees, multi-state employers and professional services companies. Cherie is a member of the Employee Benefits Planning Association (EBPA) and holds life and disability licenses in 18 states to accommodate contracting. Cherie holds a B.A. in French with Minor in Business from the Seattle University and serves as a volunteer for the French American School of Puget Sound.

Contact Cherie Hendrix

Contact Lon Wilson

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Terry Allard
CEBS, Health & Welfare Services Sr. Advisor

As a Senior Benefits Advisor, Terry has extensive knowledge of employee benefits.  In fact, she has been with The Wilson Agency since 1997 and has been working in the employee benefits industry since 1985.  Her clients benefit a great deal from her breadth and depth of experience.  Terry specializes in groups with over 50 employees, executive compensation strategies, and disability plans for highly compensated individuals.

Terry holds a Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefits and a Group Benefits Disability Specialist Certification from The National Underwriter Company. She has completed the PPACA certification course and the Consumer Directed Health Care (CDHC) certification courses through the National Association of Health Underwriter.  Terry is a charter member and Past President of the Alaska Chapter of the National Association of Health Underwriters. 

Prior to working at The Wilson Agency, Terry worked at Blue Cross Blue Shield of Alaska.  During those 11 years, Terry gained a thorough understanding of the marketing, administration, and underwriting of fully insured health plans.

Contact Terry Allard

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Jolene Bryant
Health & Welfare Services Advisor

Jolene has been sharing her expertise with clients at The Wilson Agency since early 2014. Having worked for a third party administrator, carrier and brokerage firm, Jolene has a holistic view of the industry that she is able to incorporate into successfully advising clients. Jolene recognizes the importance of excellent customer service. She currently enjoys bringing her exceptional advisory skills to small groups to ensure that they are providing their employees with the best, economically feasible, benefit plans. Her ten years in the benefits industry includes work with Wallace Scott, LLC, Moda Health (formerly ODS), Risk and Benefit Management Services and Enstar. Jolene is licensed in Property & Casualty and Life & Health through the Alaska Division of Insurance.

She has served on various planning committees and currently serves on the Board of Directors for the Alaska Association of Health Underwriters (AAHU), of which she has been a member since 2011. For the past 7 years, she has been actively involved with Covenant House Alaska’s Fire & Ice Committee and currently co-chairs the committee. In 2013 they raised over $500,000 for CH and their kids through their annual fundraiser, the Fire & Ice Gala.

Contact Jolene Bryant

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Sabrina Peterson
MBA, CFP(R), AIF (R) Retirement Plan & Financial Services Advisor

Sabrina provides a highly-developed analytical approach for The Wilson Agency’s clientele, fueled by her engineering background and investment skills learned from her MBA. As the advisor for financial services, Sabrina combines her technical expertise with her conscientious nature to find solutions for corporate clients and to help individuals achieve their financial and retirement goals.  Sabrina enjoys the client-centric atmosphere at The Wilson Agency and continues to enhance the financial services it provides.

Prior to working at The Wilson Agency, Sabrina served as a consultant with Financial Resources, Inc. specializing in corporate retirement planning. She earned her MBA, emphasizing Global Finance, at Alaska Pacific University in 2003.  Sabrina also holds General FINRA and State Securities and Insurance Licenses.  She continues to broaden her skills through her designations as a Certified Financial Planner (TM) professional and Accredited Investment Fiduciary®.

Contact Sabrina Peterson

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Securities and Advisory Services offered through KMS Financial Services, Inc.

Check the background of our investment professionals on FINRA's BrokerCheck”: http://brokercheck.finra.org/

 

Stephanie Rossland
Health & Welfare Services Advisor

Stephanie Rossland is a seasoned insurance professional with over 12 years of experience in all facets of employee benefits. Previously, Stephanie worked as Human Resource Benefits Manager for Yukon Kuskokwim Health Corporation, coordinating benefit plans for over 1200 employees in multiple remote Alaska locations.  She also has almost a decade of experience , analyzing and recommending benefits to clients. Her current role as Benefits Strategist allows her to use her thorough understanding of benefit plans to provide participants with the knowledge they need to build a successful and sustainable benefit package.

Stephanie graduated with honors from National America University with a Bachelor of Science in Accounting. In her free time, Stephanie enjoys camping, traveling and quilting.

Contact Stephanie Rossland

 

Kathy Binkley
RHU, ChHC, Health & Welfare Services Advisor

Kathy joined The Wilson Agency in early 2005 and has held numerous roles within the office.  This varied experience has fine tuned her speciality as an Employee Benefits Advisor to groups with less than 10 employees as well as individuals seeking coverage.  Kathy brings with her 15 years of experience in IT Management and uses this knowledge to provide exemplary customer service and individualized care for The Wilson Agency’s clientele.

Kathy was awarded the distinguished Registered Health Underwriter (RHU) and the  Chartered Healthcare Consultant® (ChHC) designation through The American College.  These designations require countless hours of training, studying, and proctored testing. Kathy enjoys the part of her job that allows her to get to know clients. "Benefits are something most employees enjoy, but few understand them. I'm here to help.”  Kathy regularly volunteers with Animal Rescue, caring for animals in need while also providing for her own “fur kids”.

Contact Kathy Binkley

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Nelson Defendorf
Operations Director

Nelson joined The Wilson Agency in 1997, bringing more than 30 years of insurance industry experience to our team. He moved to Alaska in 1972 from upstate New York, and has become an avid sportsman and bush pilot in the Last Frontier.

Nelson has an A.A.S in Business Administration from North Country Community College, a division of SONY. He is also a founding member and the presiding President of the Anchorage International Rotary Memorial Scholarship Fund where he has overseen the disbursement of more than $250,000 higher education scholarships to local students over the years. Recognizing his outstanding 30+ year of service to the Rotary Club, Nelson received the President's Award of Rotarian for his efforts during 2009 to 2010. He has also received the Paul Harris Award, an exclusive award recognizing one’s significant financial contributions to Rotary.   

Contact Nelson Defendorf