Gary Woolman, CEPA®, CFBS ®
Supporter · DISC type sGary Woolman is the President and Founder of Woolman Financial Group, where he has served as a Retirement Income Specialist for over 40 years. He holds CEPA® and CFBS® certifications, specializing in retirement cash flow, exit planning for business owners, and family business succession. Gary earned a B. S. from Grace College.
Outside of work, Gary is active in his community and church, where he serves in the prayer ministry and mens Bible study. He and his wife, Becky, live in Fort Wayne, Indiana, and enjoy traveling and spending time with their seven grandchildren. His personal interests include reading.
Gary is a past president of both NAIFA-Fort Wayne and NAIFA-Indiana and was the 2025 recipient of the prestigious Jack Peckinpaugh Associate of the Year Award.
Read the full overview →How Gary shows up
They prefer to follow rules and procedures. They are good and approachable with everyone, internally and externally. Their motivation stems from the impact that their decisions can have on the organization.
Topics Gary cares about
Work history
Media appearances
DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.