Broker Check
Matthew W. Roddy, LUTCF

Matthew W. Roddy, LUTCF

Enterprise-wide President, Lifetime Financial Growth, LLC

Matthew W. Roddy entered the Financial Services Industry with Metropolitan Life shortly after obtaining his Bachelor of Science degree from the University of Dayton. In 1995, he joined Capital Planners, Inc., a Lifetime Financial Growth Company. Due to his leadership and organizational skills, he became the managing director of the Cleveland-based firm in 2006. In 2019 became President, enterprise-wide of Lifetime Financial Growth.

His career achievements include qualifying for the Guardian Life Insurance Company of America’s (Guardian) President’s Council and for Guardian Life’s Leaders Conference every year since his affiliation with the firm in 1995. In addition, he has qualified for both the National Sales Achievement Award and the National Quality Award. 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. Because of his performance, he was selected to serve on the Executive Committee for Guardian as field representation.

Matt, a graduate of Gilmour Academy, has vigorously continued his educational and professional developmental endeavors. He has participated in extensive studies in the areas of Estate Planning and Business Continuation Planning. 

 

Registered Representative & Investment Advisor of Park Avenue Securities, General Agent of Guardian.