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.