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Welcome to the Turning Point family.  We are so glad you're here.

A Note From Brian

I am excited to announce a partnership with Turning Point Financial. My business has grown significantly over the past few years - thanks to all of you! 

In order to efficiently handle the growing workload, I have decided to join Turning Point Financial. They have robust support and share the same values in how I treat my clients. They also have a broad range of financial services to support our needs, most notably, integrated tax and accounting services.  Many of you have asked questions about tax planning and the impact to your financial plan, and now I have a team of CPA professionals to help answer those questions. I believe it’s very important for our financial recommendations to coordinate with the tax advice you are receiving, and having this all under one roof provides a seamless experience.  

Thank you for the trust you’ve placed in me in the past. I look forward to the same level of trust and confidence going forward during our new chapter with Turning Point. If you have any questions, just click below to schedule a call with me. 

Sincerely,

Brian Jolles

Schedule a Call With Brian

FAQs

How can I get in touch?

The service you've grown accustomed to will not changing! Brian and Rickey have simply joined a larger team to offer more support to you as a valued client.  

  • Brian Jolles, Financial Advisor - brian@jollesfinancial.com 
  • Rickey Post, Paraplanner - rickey@jollesfinancial.com 

The Turning Point Team is also available to assist you at (301) 846-9336.  Our team also monitors a general support inbox at info@tpfinancial.com.  Please contact us and we will be glad to assist you in Brian or Rickey's absence.  

What will change? 

Simply put, Brian and his team are able to serve clients in a greater capacity with the support of a larger team.  Turning Point Financial has a fully integrated tax and accounting department, as well as a full team of Financial Planning professionals who are available to assist Brian and team with complex investment strategies, risk management options and financial planning matters.  Turning Point Financial also utilizes SEI Private Trust Company, and this change will not impact your current investment strategy.

How does Turning Point's additional services help me?

As an investment client of Turning Point Financial, you are entitled to Turning Point’s other services too.  Other areas we can now help you are including but not limited to:

  1. Tax services for individuals and businesses
  2. Comprehensive retirement advice and financial planning
  3. Insurance policy review
  4. Accounting services for small to medium sized businesses 
  5. Business financial planning
  6. Business valuation services
  7. Values driven investment options

So, if you have a specific question or just want a general overview, simply call or email our team to talk it over with someone who can help.  (We don’t charge when you contact us – so please call or email when you need us!)

Where is the Turning Point Office?

The Turning Point office is conveniently located on the Westview side of Frederick at 7210 Corporate Court, Suite A, Frederick, MD 21703. We are just a few short minutes from I-270 and I-70. Although we are local, we do serve clients across the country and even internationally.

Tell me a little bit about Turning Point’s history?

Turning Point Financial was founded in 1994 by Kathy Troxell and Tom Pignone. The team is passionately committed to making a positive impact by doing good in the world. Doing good in the world is important, and we strive to support the community around us and treat all people with dignity. The growing team has embraced this commitment and is continually working to find meaningful and creative ways to achieve the shared goal of serving clients and making an impact. Each team member uses their own unique skills to find creative ways to impact others – a process that continues to evolve and is an inspiring journey!

Turning Point is a fully integrated financial services firm that offers:

  • Insurance/Risk Protection
  • Investments
  • Financial Planning
  • Taxes & Accounting

Alexandra Stickelman

Chief Operating Officer / CCO

Beth Yankey

Tax Assistant

Brennan Gmeiner, AIF®, CLTC®, WMS®

Director of Business Development & Financial Advisor

Cody Hobelmann, CFP®

Chief Business Development Officer

Diana Puschell

Operations Associate

Gregory Schneider

Accounting Associate

Jason Topper, AIF

Sr. Financial Advisor

Jessica Aschman

Client Service Manager

John Krupa, CFP®, AIF®

Director of Financial Planning

Jonathan Good

Paraplanner | Insurance Advisor

Karen Good

Client Relationship Coordinator | Executive Assistant

Kathy Troxell, FSS, LUTCF

Founder & President

Kelsey Treiber

Client Service Associate

Larry Rosenbaum, CPA

Senior Tax Advisor

Michael Good

COO, Wealth Development Council & Fullstack Developer

Michelle Aquino, CFP®

Financial Advisor

Mike Windsor

Client Service Associate

Nancy Floria

Administrative Associate

Sarah Moul, CPA, CFP

Tax & Accounting Manager

Tom Pignone

Co-Founder & Sr. Financial Advisor

William Dove, CPA

Founder, William Dove CPA, LLC.

<p>Financial Planning</p>

In addition to the service and support you've received from Jolles Financial over the years, Turning Point is excited to offer integrated tax services as a part of the Jolles Financial and Turning Point relationship.  

Our tax preparation services are available to all Jolles Financial clients.  Click below to reserve your spot for 2023 tax preparation services at Turning Point.  We will send additional information shortly.  

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