Matt Clu
managing partner at Modern Woodmen of America | Wilmington, Ohio, United States
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As the Managing Partner at Modern Woodmen of America for over 16 years, Matt Clu has cultivated a profound expertise in strategic financial planning and wealth accumulation, making him a pivotal figure in the financial services industry. His role extends beyond mere management; he is deeply committed to recruiting and retaining top talent by providing exceptional support and comprehensive training. Matt believes that the foundation of successful financial advising lies in building solid individual and business relationships. By teaching his associates how to effectively understand and address the unique needs and goals of their clients, he empowers them to thrive in their careers while ensuring that members receive tailored financial solutions.
Matt's extensive experience encompasses a wide array of financial services, including retirement planning, estate planning, and life insurance. He takes pride in preserving and cultivating the financial plans of his personal clients, many of whom he has worked with for over 15 years. His dedication to maintaining accountability within his team ensures that each financial representative is equipped to guide clients through complex decisions regarding IRAs, 401k rollovers, and long-term care insurance. By fostering a culture of continuous learning and accountability, Matt not only enhances the professional growth of his associates but also elevates the overall client experience. His passion for helping others navigate their financial journeys is evident in every aspect of his work, making him a respected leader and mentor within Modern Woodmen of America.
managing partner at Modern Woodmen of America in February 1998 to Present
Agency Manager at Farmers Insurance in May 1993 to February 1998
Commodities Trader at Sabina Farmers Exchange in March 1988 to May 1993
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IRAs
Strategic Financial Planning
Retirement Planning
Estate Planning
Fixed Annuities
401k
Investments
Retirement
Life Insurance
Roth IRA
401k Rollovers
Disability Insurance
Long Term Care Insurance
Long-term Care
Term Life Insurance
Variable Annuities
Wealth Accumulation
Financial Planning
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Discover more about Modern Woodmen of AmericaWhat is Matt Clu email address?
Email Matt Clu at [email protected]. This email is the most updated Matt Clu email found in 2026.
How to contact Matt Clu?
To contact Matt Clu send an email to [email protected].
What company does Matt Clu work for?
Matt Clu works for Modern Woodmen of America
What is Matt Clu's role at Modern Woodmen of America?
Matt Clu is managing partner
What is Matt Clu's Phone Number?
Matt Clu's phone (216) ***-*912
What industry does Matt Clu work in?
Matt Clu works in the Insurance industry.
Matt Clu Email Addresses
Matt Clu Phone Numbers
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