Brian Jolles, CEO, is a Certified Life Underwriter (CLU), the highest level designation in the life insurance profession. Brian is also a Chartered Financial Consultant (ChFC), the most extensive educational program required for any financial services credential. His in-depth knowledge of insurance and financial services positions him to help clients put all of the pieces of their planning together.
Brian's vision to serve clients goes way beyond the typical planner. Following the serious illness of his brother in 1999 and his father in in 2000, Brian began to realize the connection between planning, prevention and health status. Brian's passion for promoting wellness for his own family and his employees extends to the community and prompted him to create We Promote Health, Inc. in 2006. WPH is a 501c(3) focused on promoting wellness in schools, workplaces and community. In addition to serving as the President of WPH, Brian is currently working on his fifth certification through WELCOA, the nation's premier resource for Workplace Wellness. As Brian says, "the planning we do for our clients is vitally important work, but our client's health status is everything."
Lisa Jolles, President, started with Jolles Insurance in 1993 as the Customer Service Manager. Lisa now oversees the entire operation and personally involves herself in all company operations. Lisa’s touch is on everything from product recommendations to complete oversight responsibility. She coordinates the entire Jolles Insurance team, making sure every existing client experiences the same level of service and attention that was received when they first entrusted us to be their broker. Lisa stays on the forefront of the constant changes in the healthcare industry. She has been featured on National Public Radio (NPR) to speak on health care reform issues. In 2011, she was one of the first brokers in the country to receive the Certificate on HealthCare Reform from the American College.
Melba Phipps, Administrator and Ancillary Account Specialist, handles many of the adjunct services required by our clients. She is responsible for integrating ancillary benefits into the group insurance planning process, which also encompasses the tracking of renewals, claims and service issues. Additionally, she helps individual clients with personal health insurance including recommendations and service, as well as general issues surrounding FSAs, HSAs and the COBRA process. Melba came on board with Jolles Insurance in 2007 and dedicated herself to supporting the wellness initiatives at Jolles Insurance. Melba was instrumental from the start in helping to create the non-profit, We Promote Health, serving as it's first Executive Director, a volunteer position in which she continues to serve. Melba helped create Howard County Family Wellness Day, one of WPH's flagship initiatives. Family Wellness Day, which draws over 3,000 participants annually, has become one of the largest county-wide interactive health and wellness events.
Robert "Bob" Giromini, MBA, RP, Operations Manager, started with Jolles Insurance in 2011 after a 25 year career with IBM as a finanical analyst. Bob has a BS in Mathematics and a Masters in Business Administration from Syracuse University. Bob was a member of the Syracuse Crew Team (even though he didn't know how to swim). After a brief retirement, in which Bob enjoyed helping seniors with planning and budgeting, he joined the Jolles Team. In 2012, Bob became the Operations Manager with the responsibilities of portfolio evaluation, case management and compliance. Bob's passion has always been in helping individuals reach their goals. His passion extends to his volunteer position as Vice President of We Promote Health. Bob doesn't just donate time to serve as VP; he is a frequent leader in WPH activites such as WeCan, a science based wellness education program created by NIH to support elementary school children and their families. He is a key contributor in helping to bring We Promote Health's WeCan progam and the community-wide free "Boot Camp in the Park" to Howard County.
Lois Sheely, Account Manager, is our employee benefit research analyst. Her research and comparison review process is the starting place for our final recommendations for every renewal. Additionally, she provides ongoing customer support by both explaining benefits and assisting with claims and day to day issues. Lois handles claims as if they were her own and advocates for each and every client.
Carol Noret, Individual Account Manager
Mary Vogelpohl, Senior Marketing Consultant, has the primary responsibility of developing comprehensive client benefit packages reflecting employer goals, market analysis and fulfilling the needs of employer and employees. Mary has a broad background, having worked with Carefirst, a self-funded third party administrator and a property & casualty agency.