In early 2000, when Brock Jolly launched his financial planning career, he – like so many business owners – had a grand vision.
He sought to develop a collaborative approach to wealth management that would wholly address a client’s financial picture. He was resourceful, creative, and independent, and knew he would eventually figure out how to make his dream a reality.
Brock began presenting adult education seminars on college funding strategies. Over the course of the past fifteen years, he has perfected the art of developing educational seminars to make complex financial topics accessible to wide audiences. Brock’s college funding seminar teaches parents how to help pay for college for their kids without sacrificing their own retirement savings.
Brock’s vision of the business would come to fruition in 2014, when he partnered with Gerald Radican to form Veritas Financial. “We merged two varied practices to help a broader set of clients with a deeper set of solutions,” Brock explains. He excitedly adds, “Veritas Financial allows us to build something that is much bigger than the sum of our practices, and allows our clients to truly benefit from the synergies of partnership.”
Brock graduated from the University of Virginia in Charlottesville, Virginia in 2000. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and holds many other industry designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) Certified Family Business Specialist (CFBS®) and Retirement Income Certified Professional (RICP®).
Brock has been recognized as a top performer within the industry. In 2011, he was named the national National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year. From 2012 to 2014, he served as the chairman of NAIFA’s Investment Committee, where he worked closely with NAIFA leadership to manage the association’s reserve account. In 2014, he was elected by his peers to serve as a National Trustee for NAIFA—the youngest trustee ever elected. In 2015, Brock was awarded the Legacy Award by the Greater Washington Foundation of Insurance and Financial Advisors in recognition for his longstanding service to the Foundation, the financial services industry, the highest standards of professional conduct, and unselfish community service. He currently serves as the National Treasurer for NAIFA, the leading industry association for financial advisor advocacy on behalf of the clients we represent.
In his spare time, Brock enjoys traveling, distance running and playing ice hockey. He lives in Arlington, Virginia with his wife, Lauren, their young son, Bryson, and a rescued pit bull, Chico.