Meet Our Team

Vincent L. Oldre CFP®

Vincent L. Oldre CFP®

Financial Advisor and Retirement Planner

Vincent L. Oldre, CFP®, a financial advisor and retirement planner, specializes in comprehensive financial planning as the basis for developing retirement and income strategies for his clients. He has a degree in business management and almost a decade of specialized industry experience.

Vince started out with a commercial real estate investment firm, and realized that he wanted to help people with more than just investments. In 2010, he started resolving complex financial challenges and designing creative income and retirement plans, working as a consultant to many of the country’s top financial advisors.

Today, Vince continues to leverage his knowledge to help clients retire with comfort and confidence. A former collegiate soccer player, Vince enjoys playing hockey, hunting with his dog, Merlin, and cooking outdoors with his wife, Emily.

Eldon Oldre

Eldon Oldre

Advisory Board

Eldon Oldre is part of the Advisory Board of Assured Retirement Group, Inc.  He was the founder and CEO of Combined Financial Group Insurance Services in Minnetonka, MN and has been in the industry for over 46 years.  He grew CFG Insurance Services to over 175 employees before selling the company to Associated Bank.  After a short retirement, Eldon Oldre joined the Advisory Board of Assured Retirement Group to help bring the same models and ethics that CFG Insurance Services was built on.

 

Eldon helps bring in new innovated ideas and new ways to better serve clients and the community.  He also brings in a wealth of knowledge and experience in the financial and retirement industry.  Even for as old as he is, he still feels exhilarated when a client or prospective client realizes how Assured Retirement Groups team of specialists can help them achieve a vision they have for their retirement.  He continues to work to understand the problems and potential problems that threaten our clients success in achieving their dreams and vision, and more importantly, develop and find solutions to problems one might have in retirement.

Sarah Banken

Sarah Banken

Administrative and Marketing Assistant

Starting out as a customer service associate in a large insurance company, Sarah found interest in the financial industry. She since has worked as an administrative marketing assistant, supporting financial professionals for the past five years by helping create retirement income and investment plans. Sarah is highly qualified, holding her FINRA Series 6, 7, and 63 licenses. She has planned seminars and events that range anywhere from 10 to 250 attendees. Working in the industry for the past 5 years has allowed Sarah the opportunity to build and grow relationships with clients, helping them build successful retirement plans. The environment has also given her the chance to wear many hats and learn different aspects of the industry which helps brings a wealth of knowledge to the team. Sarah likes to spend time with her friends and family, as well as go to the gym in her spare time.

Mary Jo Belisle

Mary Jo Belisle

Event First Impressions

Mary Jo specializes in helping out at our events and seminars. She is the most friendly and happy person you will ever meet and always excited to meet new people. Before joining Assured Retirement Group, she was a family friend of Vincent Oldre and has known him his entire life which makes working with Assured Retirement Group a great pleasure for her. Now she is excited to be a part of the Assured Retirement Group team and help those seeking a better retirement. You will be happy to meet Mary Jo at one of our next events and I know she looks forward to meeting you.

Vincent L. Oldre, CFP®
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Retirement Guide Includes:

Financial Evaluation
Comprehensive financial assessment form.

Pre-Retirement Checklist
Our checklist lets you know exactly what you need and what steps must be taken before you retire.

Financial Inventory Form
Allows you to keep a detailed record of your assets in an organized manner so that your retirement options are clear.

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