JOIN | RENEW | VOLUNTEER | Print Page | Contact Us | Sign In | NEW ACCOUNT
Meet Brock Jolly
Share |

Name: Brock Jolly

Designations: CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®

Company: Veritas Financial

Years in the Industry: 17

Hobbies:  Running, Hockey, SCUBA Diving, Travel

What are you most passionate about professionally? Personally?  Professionally:  Building a team of great advisors who provide an impeccable client experience and top-notch strategies and service for our clients.  Personally:  Spending quality time with my family, and raising our son to be a great kid and in time, a great man. 

What’s your biggest accomplishment? 1990 Northside Middle School Outstanding Home Economics Student

What problems do you consistently solve for your clients? We have built a niche in the college funding market, and have developed strategies to help families save and pay for college more efficiently and effectively. 

What weakness do your friends and family know you for? I can be a bit stubborn—I’m Irish!

What are you complimented on most in your work? My ability to make the complex simple.

Why are you a NAIFA member?  NAIFA membership and the advocacy that NAIFA provides are critical to the promises we make to clients every day. 

How has NAIFA made a difference in your practice/life?  NAIFA has kept me in this business, it has taught me to think bigger than I would have if I were not exposed to outside resources, it has created lifelong friendships and mentors, allowed me to rub shoulders with and learn from the legends of our industry, and taught me the difference that we make in people’s lives every day.