About Us

Veritas Financial was founded by Brock Jolly and Gerald Radican to provide a financial planning experience that documents, analyzes and coordinates every aspect of our clients’ financial lives. It takes audacity to offer that level of advice, a commitment to transparency, to education, and to asking the hard questions that others may not. Each member of our team brings their own valuable expertise to the firm, and together they offer extensive knowledge and years of experience in corporate and personal financial planning.

Partners

Brock Jolly’s mission is to help his clients keep more of the money they’ve earned.

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Gerald Radican provides financial concierge service to business owners and key executives.

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Advisors

With over 35 years of business and financial planning experience, Gordon Kimpel, brings unparalleled knowledge and expertise.

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Jim Wehr graduated from Georgetown University in 1978 and began a career in the financial services industry that same year.

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Darren is the conductor that keeps our trains running on time! He is responsible for ensuring that our client service model runs impeccably.

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With over twenty years experience through many different market cycles, Elizabeth’s compassion and understanding will help develop a unique plan to reach your financial goals.

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Staff

Monica assists with client service-related issues, policy and account transactions.

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Joe handles new client onboarding and paperwork for all of our investment clients.

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Marcelle brings over 30 years of passion, achievement, and experience to the Financial Service industry.

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Angel oversees the financial planning and wealth management operations of Veritas Financial as our Director of Financial Planning and Wealth Management.

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Mark is responsible for the financial planning process and firm compliance and supervision.

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Andrea is responsible for seeing our clients through the insurance and investment business application processes.

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“The two most important days in your life are the day you are born and the day you find out why.”

— Mark Twain