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About Gregory Roe

If you are preparing for the retirement you’ve dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, desires and budget, I can help you develop a spectrum of financial solutions – including retirement income accumulation and distribution – which may include investments, insurance or annuities. We can also work together with accountants, and estate planning attorneys, to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you. I live in Red Wing with my wife, Pam, and our three kids, Emma, Allison and Adam. In my free time I enjoy attending my kids’ sporting events, traveling, coaching the Red Wing Wingers Football team and spending time with our church community.

Education & Accomplishments

Winona High School, Winona, MN
FIC- Fraternal Insurance Counselor
RICP- Retired Income Certified Professional
FINRA 66
FINRA 7
Luther College, Decorah, IA (Accounting, Economics)
CLU, ChFC, RICP

Meet My Team

Jennifer Mandelkow

Jennifer Mandelkow

Title: Office Professional

Molly Langer

Molly Langer

Title: Office Professional

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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