Brock Jolly

Treasurer

Brock Jolly, CFP, CLU, CLTC, CASL, CFBS, is a financial advisor with Capitol Financial Partners and the founder of The College Funding Coach. He started in the financial-planning industry with John Hancock and moved to his current firm, affiliated with MassMutual. 

In 2005, Jolly began serving on the board of NAIFA-Greater Washington, D.C., in various roles, including as YAT and Membership Chair. During his presidency, the association received a local and a state Bubo Award. 
 
When Jolly was president, NAIFA President John Nichols recommended a Taste of MDRT, an event that had successfully been held in Chicago. Jolly mirrored the event in Washington, D.C., and he and his team will host their fourth Taste of MDRT event in November. The event has netted over $40,000 and generated 10-15 new NAIFA members each year. 
 
In 2011, Jolly was named YAT Leader of the Year, and in 2012, he served on NAIFA President Robert Miller’s Blue Ribbon Task Force. Also in 2012, he became the Chair of NAIFA’s Investment Committee. 
 
A graduate of The University of Virginia, Jolly is active on the board of the Greater Washington Association of Insurance and Financial Advisors. He lives in Arlington, Virginia, with his wife, Lauren, and their son Bryson.