Market Advisory Group’s 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.
The “Four-In-One” Approach
Financial Advising
Market Advisory GroupInvested In You
Led by our Investment Advisor Representatives, this department is responsible for retirement planning consultations, and the handling of financial planning along with our Client Concierge & Administrative Assistants.
Taxes & Tax Planning
Market Tax ServicesTaxes Can Be Complicated
The world of taxes can be filled with questions and changes. Our tax team can help you with yearly returns and tax planning (often overlooked!) where the financial advisors can’t. This team also provides business services, like bookkeeping and payroll.
Estate Planning
Eidelman Law FirmLive For Today, Plan For Tomorrow
Many retirees need help with asset distribution. Eidelman Law Firm can craft wills, trust, and more while making sure your estate planning needs are adequately met.
Health Insurance Advising
Market Medicare AdvisorsHealthcare, Medicare, and More
This team of health insurance advisors uses active listening to assess your needs, then works with you to find the best coverage at the best price. Medicare eligibility begins at 64.5 years.
Meet The Team
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.”
Schedule Your Free Retirement Consultation
Note: These are for Market Advisory Group, the financial advising department. For tax, estate, or healthcare only, use the links at the bottom of the page.
Partners
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
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