Get to Know Us
Firm Leadership
Advisory Team
Financial Advisor
Brian Jolles,
ChFC®, CLU®, CASL®, CEPA®
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Sr. Financial Advisor
Jason Topper,
AIF
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Financial Advisor
Kurt Lalomia,
CFP®, AIF, ChFEBC, RPC
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Chief Business Development Officer
Cody Hobelmann,
CFP®, CKA®
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Financial Advisor
Jeremy Veres,
CFP®, CPWA®, AIF®
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Paraplanner/Admin Support Specialist
Rickey Post
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Tax Team
Tax Assistant
Beth Yankey
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Senior Tax Advisor
Larry Rosenbaum,
CPA
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Turning Point Financial
Find a Clear Path to Your Financial Goals. Whether you're saving for retirement, running a business, or chasing a dream, TP Financial is here to help. Set your doubts aside and look forward to a brighter future! We’re passionate about answering your financial questions and building your confidence every step of the way.
Estate Planning & Legacy Planning
Retirement Income Planning
Social Security Planning
Medicare & Long-Term Care Planning
Certified Public Accountant
Brandon Layo,
CPA, CVA
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Financial Advisor
Brian Jolles,
ChFC®, CLU®, CASL®, CEPA®
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Chief Business Development Officer
Cody Hobelmann,
CFP®, CKA®
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Paraplanner
Elena Miller,
CFP®
CFP®
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Accounting Associate
Gregory Schneider
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Sr. Financial Advisor
Jason Topper,
AIF
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Financial Advisor
Jeremy Veres,
CFP®, CPWA®, AIF®
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Client Service Manager
Jessica Aschman
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Director of Financial Planning, Chief Compliance Officer
John Krupa,
CFP®, AIF®
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Client Service Associate
Kelsey Treiber
Financial Advisor
Kurt Lalomia,
CFP®, AIF, ChFEBC, RPC
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Client Service Associate
Mike Windsor
Administrative Associate
Nancy Floria
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Paraplanner/Admin Support Specialist
Rickey Post
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Founder, William Dove CPA, LLC.
William Dove
Call us today to see how we can help!
301-846-9336
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