Venn Financial
Cody J Beatty
Financial Advisor|CLU®
Professional
A Passion For Exponential Impact
A key theme throughout my life has been exceptional performance, not solely for my own personal achievement, but the ability to have as much positive impact on as many people as I can. I’ve applied it to every aspect of my life for as long as I can remember: from my early sports years all the way through my collegiate athletic years, active involvement in numerous events in my community, and as a husband and father.
This passion for exponential impact is exactly what led me to my career in Financial Services, which started at Northwestern Mutual. In my many years as a Financial Advisor, the greatest joy I experience in my work is having built long-lasting built long-lasting relationships with my clients and seeing them reach their financial goals for themselves and their families. In turn, they are in a position to make their own impact of their choosing,
These traits are what have helped me build a very successful practice, made up of team members who share these same characteristics. And it’s what motivates me every single day – delivering exceptional service to help as many people as I can to achieve financial security.
Personal
A Passion For Positive Impact
I am resident of Grove City, Ohio, where I live with my wife, Jeri Lyn, daughter Cameron, son Lucas, and our three dogs Ella, Eli, and Piper. As a life-long resident of my hometown, I understand and value the importance of community and making a positive impact, which I’ve always strived to achieve.
When I am not spending quality time with my family and friends, I am active in coaching youth sports, which I know from experience provides valuable life-long lessons.
As an avid sports fan, I enjoy staying active by participating in athletic activities, including softball and physical fitness, as well as family travel and boating. As a fan, I enjoy following the NFL, NBA, and collegiate / USA wrestling. As a graduate of Ashland University, where I was a collegiate athlete, I also keep up to date with Ashland Athletics - GO EAGLES!
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jon Davis
Chief Communications Officer
As a Northwestern Mutual Financial Representative, I get to help my clients realize their personal, professional, and financial goals by developing a plan to achieve them. Outside of work, I like to golf, collect watches, and play guitar.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
