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The Roddy Group, Inc.
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Our
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| The Roddy Group, Inc. has been servicing the greater Cleveland Community for the last 7 years. |
Mathew W. Roddy
President
Matthew W. Roddy, a University of Dayton (Ohio) graduate with a BS in Marketing, entered the Financial Services Industry with Met Life. In 1994, he founded The Roddy Group Inc., a financial services firm dedicated to helping small business owners with succession planning and estate planning services.
Matt has qualified for Guardian Life´s Leaders Conference every year since his affiliation with the company in 1994. In addition, he has qualified for both the National Sales Achievement Award (NSAA) and the National Quality Award (NQA). These awards are given exclusively to professionals who maintain a proven track record of superior sales production levels, while demonstrating the highest degree of professionalism.
Matt has continued his educational and professional developmental efforts; he has participated in extensive studies in the areas of Estate Planning and Business Continuation Planning. He is a licensee of Executive Asset Management (LEAP Systems, Inc.), and has attended a number of the LEAP Symposiums that are devoted to further enhancement of his knowledge and expertise in the Personal Financial Engineering Process. He has attained the prestigious LUTCF (Life Underwriter Training Council Fellow) designation, and is currently completing his studies to obtain his Chartered Life Underwriter (CLU) designation. Matt is an active member in both the National Association of Insurance and Financial Advisors (NAIFA), as well as the Cleveland Association of Insurance and Financial Advisors (CAIFA). Matt is a Registered Representative with the National Association of Securities Dealers (NASD), and holds licensing authority for all forms of securities. |

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