Gabriel K. Woolum, AIF®

Managing Partner

Gabriel Woolum has over 15 years of experience as a financial advisor, with a focus on retirement, education, estate, and financial planning. Gabe serves a variety of individual clients as well as company retirement plans. He works closely with clients to gain an in-depth understanding of their financial situation, providing a customized plan for each client based on their individual needs and goals. He is registered as a general securities representative with FINRA, holding the Series 7 & Series 66, and is licensed in numerous areas of insurance. Gabe earned the Accredited Investment Fiduciary Designation in 2022. Attainment of the AIF® Designation demonstrates understanding of Prudent Practices® and the fiduciary methodology.

“I am dedicated to helping my clients simplify the demands of managing their finances to enable them to devote more time to their families, businesses, and personal endeavors.” 

Gabriel earned his degree in Family Financial Management from The Ohio State University. Outside of the office, he enjoys golfing, gardening, and spending time with his wife, Megan, and their six sons - Lane, Benjamin, Andrew, Martin, Thomas, and Patrick.

Community Affiliations 

  • The Ohio State University Alumni Association, Member & Supporter
  • St. Charles Preparatory School, Alumni & Supporter
  • St. Michael School, Parishioner & Parish Council Board Member
  • Boy Scouts of America, St. Michael School Cubmaster & Den Leader
  • Worthington Presbyterian Preschool, Supporter
  • Worthington Chamber of Commerce, Member
  • Franklin Park Conservatory, Supporter