Our Mission

Roster Financial offers producers who are concerned about increasing their production in today's more heavily regulated environment, a relationship that helps them to significantly grow and protect their business. Our experienced staff, which includes an in-house Suitability Officer, an in-house Field Compliance Officer and a in-house Office of Supervisory Jurisdiction, gives you the confidence to know that you are receiving help in building your business the right way.

Our Value

We believe that our success is based upon the success of our people. For this reason, we have made personal and professional development a cornerstone of our organization. At Roster, we constantly provide training; encourage our staff to take classes for licenses, designations or degrees; host book clubs and discussions; and even maintain an employee learning library. These examples represent our overarching internal goal – challenge our people to grow, support them to develop, and empower them to succeed.

At Roster we are passionate about our commitment to our clients – helping you, the financial professional, grow and protect your business. Everyday we strive to meet this goal through dependable service and dedicated support. We are also constantly driven to keep you a step ahead of your competition by providing you access to innovative programs, concepts and tools.

Our Commitment

Our organization is strongly committed to the communities in which we live and work. The desire to support and help others is woven into our company culture and the lives of our employees. Located outside of Philadelphia in Southwest New Jersey, we sponsor a variety of local charities and events every year. In recent years, we have worked with Habitat for Humanity, Ronald McDonald House, the United Service Organization (USO), Toys for Tots, Stand Down of South Jersey, the Martin Luther King Association for Non-Violence, Food Bank of South Jersey, the Shelf-Help and Resource Exchange (SHARE) Food Program of PA, and the American Red Cross.

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Mike Cataldo
President

Art Troccoli
Chief Financial Officer

Patrick Cefalo
Vice President

Tracey Mathes
Chief Suitability Officer/Registered Principal

Ben Anderson
Vice President of Life Sales

Dave Hartmann
Vice President of Information Technology

A Letter From The President

At Roster, our mission is to help you grow and protect your business despite a challenging economy and tougher industry regulation. From Roster University to Roster Rewards, it’s all about providing you access to tested, proven training, tools and support to help you grow your premium potential, the right way. We look forward to working with you and helping grow your business in 2011 and beyond!

Michael A. Cataldo, CLU, LLIF
President

The testimonials may not be representative of the experience of other financial professionals and is no guarantee of future success. The testimonials were not paid for.