About Our Company


Based in the Twin Cities area, Preferred Resource Group (PRG) is a network of financial consultants who find that most people and organizations with substantial assets have delegated portions of their portfolio to several experts, yet have not assigned anyone to look after the whole. Financial planning is a process, not a product. We ask the question, “How often does your attorney get together with your financial advisor to coordinate the recommendations of your accountant or insurance agent to help align a single, cohesive strategy designed to meet your long-term financial objectives?” Often the answer is never!

An experienced network of financial advisors, we can help you coordinate your financial goals and create strategies that are right for you. We welcome the opportunity to schedule a complimentary consultation to review your current arrangements at our MN offices in Maple Grove, Shoreview, and Golden Valley.


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Preferred Resource Group (PRG)