Brian Jolles CLU®, ChFC®, CASL®

Financial Advisor

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.