Broker Check

Meet the Team

Brock T. Jolly, Managing Partner


When Brock Jolly launched his financial planning career, he – like so many business owners – had a grand vision. 

He sought to develop a collaborative approach to wealth management that would wholly address a client’s financial picture. He was resourceful, creative, and independent, and knew he would eventually figure out how to make his dream a reality.

That vision is Veritas.

Meet Brock



Gerald Radican, CLU®,ChFC®,CLTC

Founding Partner & Wealth Advisor

Gerald's committed to building long term relationships with his clients

(703) 729-0655 |

Meet Gerald



Jim Wehr

Financial Advisor

With a passion for helping others, Jim's service extends beyond his practice and into the community at large.

(703) 729-8337 |

Meet Jim



Stacy Segal

Wealth Advisor

Stacy brings a passion for providing clients with an exceptional experience utilizing a holistic approach to financial planning.

(703) 336-1209 |

Meet Stacy



Jay Colligan

Wealth Advisor

Jay brings an energy and enthusiasm for helping clients attain their dreams.

(703) 424-2404 |

Meet Jay



Rick Baray, CFA, CFP®, MBA

Director of Financial Planning & Wealth Management

Rick works directly with clients to develop and monitor strategies to address their investment, tax, estate, and financial planning needs.

(703) 336-1269 |

Meet Rick



Danielle Schill

Director of Operations

Danielle ensures our advisors have all the service infrastructure they need to best serve their clients.

(703) 424-2402 |

Meet Danielle



Conor Shears, MBA

Investment Operations Manager

Conor is the engine of the operation, ensuring that our services are implemented to the highest and most efficient standards.

(703) 448-7882 |

Meet Conor



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