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, ChFC®, CLU®, CFE®, LUTCF®
Agency Principal & Financial Advisor
Jim Boldt brings over four decades of experience in the financial services industry. His career has included roles as an agent, agency manager, and now independent agency owner and investment advisor providing personalized retirement and wealth planning.
A recognized specialist in life insurance and long-term care planning, Jim helps clients identify cost-effective strategies to protect themselves and their assets from life’s financial risks. Jim is certified by the American College of Financial Services as a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Life Underwriting Training Council Fellow (LUTCF®). He is also a Certified Financial Educator (CFE®).
Throughout his career, Jim has been an active leader in the professional community. He served as President and Board Member of the Society of Financial Planning Professionals (SFSP) in Kansas City and is a long-
standing member of the National Association of Insurance and Financial Advisors (NAIFA).
Beyond his professional life, Jim is a member of St. Paul Parish in Olathe, where he participates in several ministries. Away from the office, he enjoys spending time with his wife, adult children, and grandchildren.
Jim is proud to be an independent agency owner and, more importantly, a retirement and wealth planner who strives to make a meaningful difference in his clients’ financial well-being. At his firm, he and his team guide clients in selecting insurance and financial solutions that meet their current and future needs. The agency offers a full range of financial and insurance services, including life insurance, annuities, and long-term care products, as well as a comprehensive line of property and casualty coverage. We provide our clients unparalleled access to insurance experience and expertise.
At the core of Jim’s philosophy is a simple truth: risk is real—and protecting clients from the realities of risk is our most important job.
Advisory services offered through LexAurum Advisors, LLC, an SEC registered investment adviser.
Margo McGinnis
Lead Agent
Margo has over 25 years of experience in property and casualty insurance. Early in her career, she worked alongside her husband, Kent McGinnis, building a successful agency that served clients throughout
Lenexa and the greater Kansas City metro area.
In June 2021, Margo joined O’Malley Boldt Insurance as a partner and lead agent, where she continues to provide exceptional service to our clients for all their property and casualty needs.
A Lenexa resident since 1993, Margo is the proud mother of one daughter and three sons. Outside the office, she enjoys working out and participating in several recreational sports leagues.
Margo’s extensive experience and friendly disposition make her a tremendous asset to our agency. While serving our clients is always important, her top priority is ensuring each client has the right coverage for their individual needs. As a preferred independent agency, O’Malley Boldt Insurance offers access to multiple top-rated carriers—
helping clients maintain strong coverage at competitive premiums.