Broker Check

At our firm, we have the client—and only the client—in mind.

Brian Jolles, CLU®, ChFC®, CASL®

Financial Advisor

(410) 715-1611

Brian has served in the financial industry since 1982. He founded the firm in 1985 primarily as an employee benefits agency, building on a foundation of great service. To better serve the needs of a growing client base, the agency expanded in 2006 to include wealth management services.  In 2012, Brian began providing comprehensive wealth management and retirement planning. Relying on his vast experience, he helps individuals, executives and small business owners understand their benefits, recognize their planning gaps and plan for retirement. His in-depth knowledge of insurance and investments uniquely position him to support our clients.  Brian serves as the Immediate Past President of the Maryland state National Association of Insurance and Financial Advisors (NAIFA). He holds Series 7 and 66 securities registrations and has earned the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®) and Chartered Advisor for Senior Living (CASL®).

Brian’s career has always reflected a passion to make a difference in people’s lives and his vision goes far beyond financial services. Following the loss of his brother and father to illnesses at early ages, he developed a passion for promoting wellness for his own family and his employees that quickly expanded into the community. He founded We Promote Health, Inc. in 2006, a non-profit focused on promoting wellness in schools, workplaces and community. He was recognized as one of the top 10 Health Promotion Professionals in the country in 2014, by the Wellness Council of America (WELCOA), the leading voice in workplace wellness.  Jolles Financial continues to be a primary driver furthering the mission of We Promote Health.  

Lisa and her husband, Brian, have two children, Matt and Phil and the couple have lived and worked together in Howard County for over 30 years.

Lisa Jolles

Partner

Lisa Jolles started with the firm in 1993 as the Customer Service Manager.   In her current role, she continues to manage our client experience.   In addition to being a co-owner of Jolles Financial, she is now a Senior Consultant with Kelly Benefit Strategies (KBS).   Under her new relationship with KBS, Lisa and her team provide clients with the personal experience that they are accustomed to along with the resources of a larger firm.

Lisa stays on the forefront of the constant changes in the healthcare industry. She has been featured on National Public Radio (NPR) speaking on health care reform issues. She was one of the first brokers in the country to receive the Certificate on HealthCare Reform from the American College. 

Lisa and her husband, Brian, have two children, Matt and Phil and the couple have lived and worked together in Howard County for over 30 years.

Melba Phipps

Director of Client Relations

Melba has been with the firm since 2007.  She has a genuine interest in serving and meeting the client needs as well as providing excellent advisor support.  She plays a critical role in maintaining our client relationships from implementation to claims in order to provide high-quality advisory services.  

Melba works closely with Brian regarding, marketing, product and strategy initiatives that enhance our personalized client experience.  She is key in the process for setting and execution of our long-term vision & mission.   

Melba has dedicated herself to supporting the wellness initiatives at Jolles Financial. She was instrumental from the start in helping to create the non-profit, We Promote Health, serving as the first Executive Director, a volunteer position in which she continues to serve. Melba helped create Howard County Family Wellness Day, one of WPH's flagship initiatives.  Family Wellness Day, which draws over 3,000 participants annually, has become one of the largest county-wide interactive health and wellness events.

Rickey Post

Paraplanner/Admin Support Specialist

Rickey joined Jolles Financial in the spring of 2020 and has eight years of experience in the insurance and financial services industry. Prior to joining our firm, he spent five years as a Financial Planner with Prudential Advisors in Cleveland, OH.

As a Paraplanner, Rickey undertakes thorough product research, utilizes analytical software to review client’s existing arrangements, and works alongside Brian in both constructing and updating financial plans. He is often our client’s first point of contact and integral to our mission in serving the unique needs of each client at the individual level.

He graduated from the University of Akron in 2015 with a BA in Philosophy, Minoring in Pre-Law and Ethics, and is a loving father to his son and daughter. Additionally, he has refereed NCAA Men’s Basketball for 11 years and has enjoyed opportunities to travel extensively as a prospective NBA referee.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.