About
History
Serving the Twin Cities since 1974.
Eldon Oldre founded CFG Insurance Services (different than CFG Retirement) in Minnetonka with his brother to help people plan insurance, financial, and retirement needs. It was one of the largest independent insurance and financial brokerages in the state of Minnesota when Eldon decided to sell due to a cancer scare. At the time, his son Vince, was only age 15 at the time and had no idea he had any interest. He soon became a coach, consultant, and board member of CFG Retirement (formerly Assured Retirement Group) after Vince decided to start his own firm in 2015.
Vince is carrying on his father’s legacy.
Continuing the tradition of service.
Vince wanted to follow in his father’s footsteps since junior high. After years as a financial planner at an insurance company, he became a financial advisor and started his own practice, Assured Retirement Group. He has renamed it CFG Retirement in honor of his father.
Why Us
CFG Retirement is different.
We don’t strive to be the biggest advisory firm. Instead, we strive to deliver the best service and financial advice to our clients. We focus on getting to know the people that we serve and what they want to do in retirement.
It’s your retirement, not ours.
Our family has learned from our decades in the business is that there is no “one size fits all” approach to financial planning. We know we’re not just working with investments, we’re helping unique individuals retire in confidence.
MEET OUR TEAM
Vincent L. Oldre, CFP®
Senior Financial Advisor and Retirement Planner
The son of a successful financial services entrepreneur, Vince developed an interest in the industry at an early age and it wasn’t long before he decided that he wanted to follow in his father’s footsteps.
After graduating from Gustavus Adolphus College in St. Peter, Vince began his financial services career at an insurance company. Shortly after, he obtained his Certified Financial Planner (CFP) designation and became involved in financial planning. Several years later, he opened his own advisory practice so that he could work with clients directly.
The goal of the firm is to create retirement plans where clients can keep creating memories with their loved ones while not worrying about the financials.
Fun Facts:
- Vince was named after Vince Lombardi
- He was born 10lbs, 9 Ounces
- Freshman year of high school he played in 6 sports
- He drove a racecar at the age of 15 at Elko Speedway
Eldon Oldre
Former Advisory Board Member
Eldon grew CFG Insurance Services to 175 employees before selling the company. He came out of retirement to help his son, Vince, build a practice with the same models and ethics he built his company on and served on CFG Retirement’s Advisory Board before passing away in 2021.
Michael Stendahl
Senior Financial Advisor and Retirement Planner
Michael Stendahl is known as a "retirement coach" guiding pre-retirees and retirees through what can be an unsettling time in their financial lives. Michael is a Minnesota native and graduated from the University of St. Thomas with a degree in Finance. Michael started his career as a Senior Market Maker for Piper Jaffray and Olde Corporation (now Ameriprise) and has been featured in Wall Street Journal, CNBC, and Fox News. Michael has been with CFG Retirement since 2021.
Fun Facts:
- Born on Andrews Air Force base in Rapid City, SD
- An avid documentary watcher
- Has constant dreams about fishing (and would like to go more often if he could)
Jackie LaMott
Client Lead Advisor
Jackie makes sure that our day-to-day operations run smoothly and effectively. She has over 20 years of service industry experience and is happy to help clients in need of assistance with their accounts. Jackie has been with CFG Retirement Since 2018 and has her Series 65 and Financial Paraplanner Qualified Professional Designation.
Hailey Chladil
paraplanner
Hailey finds solace and joy in her free time through various hobbies that include hiking, savoring the outdoors, and expressing her creativity through painting. A fascinating tidbit about Hailey is her unique connection to anyone with the last name Chladil, as they are likely related to her. Originally from Omaha, NE, Hailey's roots ground her adventurous spirit and love for nature and art.
Dale Decker
Client Outreach
Dale brings a wealth of experience in media, having owned his own publishing company for numerous years. Transitioning into Financial Services in 2011, Dale has been dedicated to providing expertise and guidance in this sector.
Addie Brown
head of marketing
Addie, with a background in graphic design, joined our team in early 2023, enriching CFG with her creativity and expertise. Outside of work, she finds happiness in her family, spending quality time with her husband and three children. Balancing hockey, racing, and dance in her busy schedule, Addie's boundless passion for design and family fuels her motivation and creativity.
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© 2023 CFG RETIREMENT
Investment Advisory Services offered through Assured Retirement Financial Group, Inc DBA CFG Retirement. CFG Retirement is a Registered Investment Advisory firm with the SEC.
Insurance services offered through Assured Retirement Group, Inc DBA CFG Retirement. Assured Retirement Financial Group, Inc. and Assured Retirement Group, Inc. are affiliated companies.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.