Gary B. Woolman, CEPA®, CFBS

Retirement Income Specialist | Founder, Woolman Financial Group

About
For nearly five decades, Gary Woolman has helped business owners, corporate executives, medical professionals, and families design strategies to create reliable cash flow and protect what matters most. His career began in the late 1970s after recognizing ethical conflicts in banking—an experience that shaped his commitment to client-first advice. Today, as founder of Woolman Financial Group, Gary blends sharp analysis with a values-driven approach rooted in faith, family, and service.

Focus areas

• Retirement income planning and cash-flow efficiency for individuals and families
• Comprehensive strategies for business owners, including growth, protection, exit, and legacy planning (CEPA®)
• Family business succession and continuity (CFBS)

How Gary works
Gary’s process challenges assumptions and stress-tests strategies before implementation, giving clients a clear, integrated view of their financial picture today and over time. He leads a dedicated team to ensure continuity of service for years to come.

Education & credentials
Grace College, B.S., Business Administration (1977); Leadership Fort Wayne (2002); Certified Family Business Specialist (2016); Certified Exit Planning Advisor (2021).

Recognition

• Lifetime and Qualifying Member, Million Dollar Round Table (MDRT)
• 2025 Jack Peckinpaugh Associate of the Year Award (NAIFA-Indiana)

Community & life
Gary and his wife, Becky, live in Fort Wayne, Indiana. They’re active at Headwaters Church—serving in prayer ministry, adult Bible Fellowship (Legacy), and men’s Bible study. Gary is a Past President of both NAIFA-Fort Wayne and NAIFA-Indiana and continues to advocate for professional ethics and mentorship in financial services. Outside of work, he enjoys time with their seven grandchildren, reading, and travel.

 

Education

Grace College (1973-1977)

Hobbies

Golf, Singing

Affiliations & Memberships

National Association of Insurance and Financial Advisors (NAIFA), Better Business Bureau (BBB), FINESCA

Community Involvement

Headwaters Church, Youth for Christ, Leadership Fort Wayne, American Diabetes Association, Fort Wayne Philharmonic