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 Jolles Insurance in 1985 primarily as an employee benefits agency, building his business on the foundation of great service. To better serve the growing needs of his clients, Brian expanded the practice in 2006 by creating Jolles Financial. In 2012, he began providing comprehensive financial and retirement planning. Brian has vast experience in helping individuals, executives and small business owners understand their benefits, recognize their planning gaps and plan for retirement. His in-depth knowledge of insurance and financial services positions him to help clients put all of the pieces of their planning together. He is committed to protecting his clients today, tomorrow and for life. Brian serves as the Maryland state President of the 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 always wanted his career to be something he was passionate about and that made a true difference in people’s lives, and his vision of client service 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.

Brian and his wife of over 30 years, Lisa, have two children, Matt and Phil. Lisa is also Brian’s business partner at Jolles Insurance and the couple has lived and worked in Howard County for over 30 years. They are members of Temple Isaiah in Fulton, MD.

Lisa Jolles

President

Lisa Jolles, President, started with Jolles Insurance in 1993 as the Customer Service Manager. Lisa now oversees the entire operation and personally involves herself in all company operations. Lisa’s touch is on everything from product recommendations to complete oversight responsibility. She coordinates the entire Jolles Insurance team, making sure every existing client experiences the same level of service and attention that was received when they first entrusted us to be their broker. Lisa stays on the forefront of the constant changes in the healthcare industry. She has been featured on National Public Radio (NPR) to speak on health care reform issues. In 2011, she was one of the first brokers in the country to receive the Certificate on HealthCare Reform from the American College.

Lois Sheely

Account Manager

Lois Sheely, Group Health Insurance Account Manager, is our employee benefit research analyst. Her research and comparison review process is the starting place for our final recommendations for every renewal. Additionally, she provides ongoing customer support by both explaining benefits and assisting with claims and day to day issues. Lois handles claims as if they were her own and advocates for each and every client.

Melba Phipps

Administrator and Ancillary Account Specialist

Melba Phipps, Administrator and Ancillary Account Specialist, handles many of the adjunct services required by our clients. She is responsible for integrating ancillary benefits into the group insurance planning process, which also encompasses the tracking of renewals, claims and service issues. Additionally, she helps individual clients with personal health insurance including recommendations and service, as well as general issues surrounding FSAs, HSAs and the COBRA process. Melba came on board with Jolles Insurance in 2007 and dedicated herself to supporting the wellness initiatives at Jolles Insurance. Melba was instrumental from the start in helping to create the non-profit, We Promote Health, serving as it's 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 started with Jolles financial in the spring of 2020.  He relocated to Maryland after working 5 years with Prudential Financial in Ohio. He graduated from the University of Akron in 2015 with a B.A. in Philosophy.  As a Licensed Assistant, Rickey takes a purpose-driven approach to keep clients in the forefront.   Rickey is also an active NCAA Men’s Basketball referee entering his 9th season and has had 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.

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