Julie Veltus is a double threat. As the CEO of Veltus Financial Services, she is CEO and business owner, but the honoree in EBA’s 2017 Most Influential Women in Benefit Advising prefers the titles “employee benefits consultant” and “financial adviser.”
This wasn’t always her remit. She started out in employee benefits, following the lead of her father who originally ran the Mt. Pleasant, Wis., business until he hired her away from SG Johnson Wax in 1997. Before his death in in 2001, she not only broadened her father’s focus from small businesses with 2 to 99 employees to firms that have 100 to 1,000 employees, she also added financial and retirement service to her employee benefits portfolio.
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