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.