Our Story

In 1985, Danny Goolsby began serving the financial needs of people just like you across Kansas. Over the next 30 years, he’d be joined by lifelong friend Larry Kloefkorn, son Matt Goolsby, and Kansas City’s Jonathan McCoy. They quickly realized a team approach worked wonders for their clients.

Armed with over 60 years of combined experience, Market Advisory group expanded and added Market Tax Services, Market Medicare Advisors, and Eidelman Law Firm. Together, these four entities provide an under-one-roof service we believe you will appreciate.

Why Choose Us?

Investment Advisor Representatives Wichita

Book a free consultation with the Wichita advisor of your choice below. We can’t wait to meet you!

Rick Everett

After decades in Broadcast Radio, Rick followed in his father’s footsteps to become an Investment Advisor Representative. He enjoys working for Market Advisory Group because they, like he, puts the clients’ best interests first: “I’ve spent a lifetime informing and helping people, always in an effort to gain the most desirable outcome.” Rick is also a licensed Life & Health Insurance Agent in Kansas.

Danny Goolsby

Danny’s 35+ years of experience and perspective have kept him sharp on market ebbs and flows. Hones advice, straight talk, and a trustworthy helping-hand are a driving force on how Danny handles professional advice. Helping others succeed with retirement, pre-retirement, and insurance planning brings him personal satisfaction. “I love to see a good plan come to fruition.”

Matt Goolsby

Matt decided to follow in his father, Danny’s, footsteps. Specializing in business development and logistics for Market Advisory Group, he is a founding partner for the company and performs in an advisory role for the offices in Wichita and the Kansas City metro area. Matt enjoys helping reduce risk and managing personal finances to solidify retirement goals. “It’s rewarding to help so many with concerns and goals.”

Larry Kloefkorn

Larry is a firm believer that your retirement can not be a “set it and forget it” program. He enjoys building a relationship with each person to help create a plan that is tailored to the client’s needs. Monitoring a plan and making adjustments where needed are often an overlooked area to assure long-term financial peace in retirement. Many start saving early on, but then don’t know the step to guard, or greatly enhance, retirement income. This important step can even be achieved after retirement.

Investment Advisor Representatives Kansas City

Book a free consultation with the Kansas City advisor of your choice below. We can’t wait to meet you!

Jonathan McCoy

Jonathon is the lead advisor for the Kansas City metro area and oversees the growing locations of that market. Transparency is the cornerstone of his advising style. “Many people have had long relationships with an advisor, yet they have no knowledge of cost of services and maintenance. Frequently, investments offered are not in the client’s best interest. Doing what is best for the client is always what is best for the business.”

Julie Newton

Julie has a background in financial services and education, so she understands how vital transparency and integrity are in forming lasting client relationships. “People work hard to set money aside for their retirement. They deserve to work with an advisor who has the client’s best interest at heart – no matter what their net worth looks like.”

Partners

EidelmanLawFirmLogo

Gerald Eidelman, JD LLM

Gerald has practiced law in Wichita, Kansas since his graduation from the Georgetown University Law Center in 2004 when he completed his first degree. Serving Wichita and Kansas as a whole, his law practice focuses on estate planning, probate, and business planning. “Each person and family is unique. An estate plan should be tailored to each client’s needs, goals, and circumstances.” Gerald is part of Eidelman Law Firm located inside Market Advisory Group.

Joshua Cicora, Lead CPA

Joshua has worked to help take the headache out of taxes since 2007. “People work hard for their money. They need an experienced tax professional to make sure they keep as much of it as possible.” He strives to help clients navigate a challenging tax landscape.

Ongoing changes from the IRS and Department of Revenue require a professional to always be on top of the latest developments, and Joshua makes it a priority to stay current with the latest legislative changes. Joshua earned an accounting degree from Wichita State in 2008 and has been a Certified Public Accountant in Kansas since 2011.

Mark Benefiel

Mark Benefiel is a devoted Medicare insurance agent with a passion for serving others and a commitment to simplifying healthcare coverage. With a strong work ethic and exceptional customer service skills, he brings a unique perspective to his role. 
 
Mark’s Marine Corps background instilled invaluable qualities like discipline and attention to detail, now evident in his meticulous analysis of Medicare plans to secure the best coverage for clients’ healthcare needs. Continuously educating himself on policies and industry trends, Mark ensures accurate and relevant information for clients. He takes time to attentively listen to their concerns, preferences, and financial considerations, recognizing the uniqueness of each individual’s healthcare requirements.

Staff

Laure

Human Resources Director

Brittany

Client Concierge, wichita

Stephanie

Administrative Services Manager

Beth

New Business Administrator

Josiah

Marketing Director

Ben

Production

Damon

Production

Jessica

Events Coordinator

Eva

Client Concierge, Northland KC

Riley

Client Concierge, 95th & Nall KC

Sandy

Client Concierge, 95th & Nall KC

Bonnie

Client Concierge, Wichita

Garrett

Client Concierge, Wichita

Pinky

Client Concierge, Wichita

Meagan

Client Concierge, Wichita

bailey

administrative assistant, wichita

marissa

administrative assistant, wichita

Adrienne

administrative assistant, northland kc

Amber

administrative assistant, 95th & Nall KC

Chris

Accounts Processor

Laura

Receptionist

Staff

Laure

Human Resources Director

Brittany

Client Concierge

Stephanie

Administrative Services Manager

Beth

New Business Administrator

Josiah

Marketing Director

Ben

Production

Damon

Production

Jessica

Events Coordinator

Eva

Client Concierge, Northland KC

Riley

Client Concierge, 95th & nall kc

Sandy

Client Concierge, Prairie Village

Bonnie

Client Concierge, Wichita

Garrett

Client Concierge, Wichita

Pinky

Client Concierge, Wichita

Meagan

Client Concierge, Wichita

Bailey

administrative assistant, Wichita

Marissa

administrative assistant, Wichita

Adrienne

administrative assistant, northland kc

Amber

administrative assistant, 95th & Nall kc

Chris

Receptionist

Laura

Receptionist

In The News

The Investor Catch

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