CFG Retirement

Martin O'Shaughnessy is a CFP® with seven years of industry experience, currently serving as a financial advisor at CFG Retirement. His prior experience includes roles at Belpointe Asset Management, Guardian Resources, and AssetMark Financial, among others. He is also involved in the sales of fixed insurance products. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients, operating without an account minimum and typically delivering services through managed portfolio programs. The firm utilizes third-party sub-advisors for all discretionary management while maintaining client relationships and regularly reviewing accounts.

Jacqueline Nelson La Mott is a financial advisor at CFG Retirement with six years of industry experience. She holds a Series 65 designation and has worked at Assured Retirement Financial Group, Bankers Life Insurance, and CFG Retirement. Prior to her financial career, she spent nearly two decades at Davannis Pizza. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients. The firm relies exclusively on third-party sub-advisors for discretionary management and employs fundamental and cyclical investment analysis methods alongside tools such as Morningstar and Zephyr Style.

Michael Stendahl is a financial advisor at CFG Retirement in Edina, MN, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include positions at Gradient Wealth Management and as an independent contractor before joining CFG Retirement in 2021. He is also involved in insurance sales and services as part of his business activities. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients, typically delivering services through managed portfolio programs. The firm relies exclusively on third-party sub-advisors for discretionary management while maintaining client relationships and oversight.

Vincent Oldre is a CFP® professional with 11 years of experience in the financial services industry. He is affiliated with CFG Retirement and has held roles at CRG Team, Inc., National Retirement Academy, and Mastermind Advisor Marketing, Inc. Outside of his advisory work, he founded the National Retirement Academy, a nonprofit focused on retirement education, and owns a youth racing team in Eden Prairie, MN. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services primarily to individuals and high-net-worth clients. The firm uses third-party sub-advisors for portfolio management and emphasizes managed portfolio programs over standalone financial planning.