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.

In 2002, Brock created The College Funding Coach®, which teaches parents the “Little-Known Secrets” for saving and paying for college without jeopardizing their own retirement savings. What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches several hundred workshops each year to audiences of up to a few thousand parents, all of whom are desperate for this critically important and valuable information.

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.”

A sought-after financial advisor and student of the industry, Brock has deep knowledge and resources in all aspects of financial planning. He graduated from the University of Virginia in Charlottesville, Virginia in 2000. Brock is a Certified Financial Planner™ (CFP®), and holds many other industry designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Family Business Specialist (CFBS®) and Certified Exit Planning Advisor (CEPA®).

Brock has been featured in numerous media outlets including The Wall Street Journal, CNBC, PBS, Fox News, The Motley Fool, Federal News Radio’s “Blueprint for Wealth,” and Real Estate Radio Washington.  He has been quoted in industry publications such as Investment News, The National Underwriter, Insurance Newsnet, Think Advisor and Life Insurance Selling.

Brock has been recognized as a top performer within the industry. In 2011, he was named the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year.  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 Washington, D.C. Helping Hands Society in recognition for his longstanding service to the organization, the financial services industry, the highest standards of professional conduct, and unselfish community service.  Since 2017, Jolly has served as the National Treasurer for NAIFA.

In his spare time, Brock enjoys traveling, climbing big mountains, distance running, SCUBA diving and playing ice hockey.  He lives in Arlington, Virginia with his wife, Lauren, and their children Bryson and Olivia.