O’Malley-Boldt Insurance & Financial was formed to help individuals navigate retirement, life insurance, and other insurance needs. We want to help our clients better understand their coverages as it relates to their financial goals and personal risks.
Our goal is to build an insurance and risk management program around your family’s needs. The agency has seen considerable growth: additional services, employees, and lines of coverage have been added to offer our clients a full pallet of services so that all of their needs can be met under one roof.
With over 50 years insurance experience, O’Malley-Boldt Insurance & Financial offers personalized service with an expansive knowledge base to answer any questions you may have. Additionally, the agency represents over 150 insurance companies worldwide allowing it to provide multiple coverage and quote options.
Meet the Staff
Jim Boldt, CLU®, ChFC®, LUTCF®
Agency Principal & Financial Advisor
I enjoy working in Lenexa and living in Olathe, Kansas. We have great schools, wonderful restaurants, and fun-loving people. Plus, Kansas City is the home of the 2020 Super Bowl Champions, the Kansas City Chiefs! One of my favorite places to go for dining is the Country Club Plaza. With its Spanish architecture and red-tiled roofs, over 40 fountains, and so many sculptures and murals, you are dining and shopping where the old world meets the new.
In September of 2021, I sold my former Shawnee agency of 12 years and merged with the O’Malley Group in Olathe, Kansas becoming O’Malley-Boldt Insurance & Financial. Shortly after that, we purchased a property on Rosehill Road in Lenexa near I-35 and 95th Street.
My insurance expertise comes from 37 years as an agent, agency manager, director of training, vice president of sales development, and now an independent agency owner and retirement planner. One area I specialize in is long-term insurance funding and planning, and I help people find the most cost-efficient way to protect what matters most.
I am certified through the American College of Financial Services as a chartered financial consultant (ChFC®), chartered life underwriter(CLU®), and a life underwriter training council fellow(LUTCF®), and I’m also a certified financial educator(CFE®).
Over the past twelve years, I’ve served as president and board member of the Society of Financial Planning Professionals(SFP®) in Kansas City. I am also a member of the National Association of Insurance and Financial Advisors(NAIFA®). I am a member of St. Paul Parish in Olathe, Kansas, where I am involved in several ministries.
When I’m not working at the agency or in the community, I enjoy spending time with my wife, adult children, and grandkids. My perfect weekend includes taking my wife to dinner, working on home projects, and kicking back to watch the Chiefs, Royals, or a college football game.
I’m proud to be an independent agency owner and planner. At my agency, we guide customers in selecting coverage that best meets their needs today and tomorrow. My office offers a full range of financial services such as life and long-term care insurance policies, plus a complete line of property and casualty carriers and products. We believe that RISK is REAL so:
“Protecting our clients from the reality of RISK is our only business!”
Margo McGinnis
Agent
Margo McGinnis joined our agency in June 2021. Margo brings with her 20-plus years of experience in property and casualty insurance. She worked side-by-side with her husband, Kent McGinnis, building a successful agency that served its clients in Lenexa and all of Johnson County.
“When Kent passed away, I didn’t know what the future had in store for me… and if I would stay working in insurance.” Soon her cousin, Kathleen O’Malley-Boldt, asked her to join O’Malley-Boldt Insurance and Financial, and Margo had found her calling. She is even working in the exact building that she and her husband owned years ago. It was meant to be.
Margo resides in Lenexa, Kansas. She has one daughter and three sons. She loves working out, running, taking her two German shepherds to the dog park, and watching her sons compete in soccer, track, and basketball. If she is not attending a game, she is helping with the Shawnee West Boosters. “We are a West family all the way!” Margo’s experience is a tremendous asset to our agency, and we really enjoy working with her!