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Brian Jolles

Brian Jolles

CEO/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®).