A benefit adviser who delivers financial wisdom
Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.
Top Women in Benefit Advising
Adviser makes client retention a top priority
NFP’s Sue Donohue is uses employee data to help employers recognize how to attract top talent with the most relevant benefits.
A benefit adviser who delivers financial wisdom
Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.
Passionate small-group advocate helps employers fuel growth
For adviser Cerrina Jensen of CoreMark Insurance Services, helping entrepreneurs succeed and offer great benefits is personal.
A compliance attorney who understands benefit needs
FirstPerson’s Katy Stowers worked as an ERISA lawyer but now delivers benefit oversight and deliverables at the Indianapolis benefits consultancy.
Extending a helping hand to employees
Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.
Adviser helps rural employers break the status quo
Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.
Extending a helping hand to employees
Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.
Adviser finds niche servicing tech and pharmaceutical market
CBG Benefits’ Jeanne Nicholson has successfully identified the needs of the biotech and pharma industries in New England by bringing them together under her HR BioTech Connect organization.
Adviser helps rural employers break the status quo
Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.
Giving special attention to larger clients and their big challenges
As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.
Giving special attention to larger clients and their big challenges
As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.
Making large growth with a small team
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
Adviser finds niche servicing tech and pharmaceutical market
CBG Benefits’ Jeanne Nicholson has successfully identified the needs of the biotech and pharma industries in New England by bringing them together under her HR BioTech Connect organization.
Adviser helps employees retire with dignity
Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.
Growing the female broker force
Thirteen-year veteran of the employee benefits industry Susan L. Combs considers the mentorship of new women benefit advisers to be her top priority.
Adviser helps employees retire with dignity
Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.
Bringing benefits to the forefront of state legislation
Senior Vice President of Fisher Brown Bottrell Insurance Pamela Anne Files is using her knowledge and experience in the broker industry to inform legislators about worker needs.
Making large growth with a small team
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
Growing the female broker force
Thirteen-year veteran of the employee benefits industry Susan L. Combs considers the mentorship of new women benefit advisers to be her top priority.
