Gary Woolman believes that his ability to serve the community as a registered financial representative is his calling in life. Every day, his work is able to help bring hope and security to individuals, families and businesses. As president of Woolman Financial Group, LLC, Gary oversees a practice whose primary goal is to help their clients build personal wealth. Ideally, that is realized without clients providing any additional out-of-pocket cost or taking on additional risk.
Though he was born in Sunnyside, WA, Gary is a Hoosier at heart. He grew up in Warsaw, IN and graduated from Grace College in Winona Lake with a degree in business. Gary formed Woolman Financial Group in 1984, which adopted a well-tested financial process to coach clients in personal and business financial engineering principles that integrate insurance, investments and savings tools. Woolman Financial Group starts by first understanding your core values and goals. They then develop strategies that align with those values to give you more time and freedom to create the lifestyle you envision. Their main goal is to keep you in control of your financial future.
Today, Woolman Financial Group has two full-time representatives with over 50 combined years of experience serving the financial needs of people across Indiana and an exceptional staff to provide their clients with ongoing support to meet their changing needs. Gary is proud to call Woolman Financial Group a true family business. His wife, Becky, and his children, Brian and Carrie, are integral parts of the firm. Gary and Becky are also proud grandparents to 5 grandchildren who may want to join the family business someday too.
Gary’s service to others can be seen locally and statewide. He and Becky are deeply involved in their church, The Chapel. In 2002 Gary graduated from Leadership Fort Wayne, which provides leadership development to a diverse group of citizens to empower them to effectively serve their community. Professionally, Gary’s work within the financial services industry has enabled him to serve as the president of the National Association of Insurance and Financial Advisors (NAIFA) of both NAIFA-Fort Wayne and NAIFA-Indiana.
When not spending time with his family, Gary can probably be found on the golf course. Golf is another love of his. Like his clients, Gary too has dreams and goals for himself and his family. One goal was realized in 1998 when the Woolman’s moved to a home overlooking Chestnut Hill’s sixth through eighth holes. For help in reaching your goals, please contact Woolman Financial Group at 414-1125 to arrange an introductory meeting. It would be your first step on the path towards realizing a secure financial future.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies