PRG -Shoreview, MN

 

ERIC D. OSGOOD, LUTCF
Managing Partner
LPL Investment Advisor Representative

500 W. Highway 96, Ste 300
Shoreview, MN 55126
Ph: 651-426-1694


Eric.Osgood@PRGfinancial.com

Eric Osgood is a LPL Financial advisor and a Managing Partner of Preferred Resource Group based in the Twin Cities of Minneapolis/St. Paul. Eric describes himself as “a financial architect helping and empowering people to work towards making their dreams of financial independence become a reality.” He believes that most men and women are likely to become more successful, experience a greater degree of fulfillment and live happier lives when they have a clearer vision of their future and a better understanding of how specific financial strategies aim to work for them.  Eric works with very busy individuals and families with a multitude of responsibilities. He prides himself on helping people sort through all the financial stuff in their lives and helping them organize what they have, what they want in their lives, and what they want to do for their families.

Eric, a Communication graduate of Bethel University located in St. Paul, Minnesota, began his financial service career during his senior year of college in 1992 and has been a licensed representative since 1996. Eric and his wife Jeanne reside in Shoreview, Minnesota. They enjoy evening boat rides around the lake, CrossFit, and traveling with their family. Eric thoroughly enjoys his career and looks forward to many more years of helping quality people pursue their dreams and design a life where they have the potential to live well, give well and make a difference.

Core Values: Honesty, Commitment, Respect, Positivity, Service to Others. 
 

Katie Bjorklund
LPL Investment Advisor Representative

500 W. Highway 96, Ste 300
Shoreview, MN 55126
Ph: 651-426-1694

Katie.Bjorklund@PRGfinancial.com

Katie joined the PRG team as a Financial Advisor with a background in planning, having previously worked for Principal Financial and Visionpoint Wealth Management. Her passion and care for helping people meet their financial goals is evident the moment you start speaking with her. Katie graduated with a Business Degree from Bethel University. 

When not in the office, Katie is spending time with her family. She and her husband have three elementary aged kids. If she isn't running from one activity to another, she is running for pleasure. Katie is an active marathoner, having completed her 7th marathon. She also enjoys time at the lake and recently has picked up golf as a pastime. 

Core Values: Honesty, Commitment, Respect, Positivity, Service to Others. 
 

Cali Pearcy
Administrative Associate

Cali.Pearcy@PRGfinancial.com

Cali joined PRG in June 2021 after graduating from Bethel University. She graduated with a major in Accounting and Finance, and was also a member of the women’s hockey team.” Cali is a learner and does a great job of helping Eric prepare for his meetings through research on client accounts and investments.

Cali is passionate about helping people understand their personal finances. She has used that passion as a volunteer tax preparer with Prepare + Prosper helping prepare tax returns for low-income individuals and families. She is excited to see how that passion can assist people with their personal finance plans. Cali enjoys spending time outdoors on the golf course or at a lake with her family and friends.

 

 

Bekah Miller
Operations Manager 

Bekah.Miller@PRGfinancial.com

Bekah first started working for Eric Osgood in 2001, and has filled a number of roles on his team, while also taking a few years off to work as a Youth Pastor. She has been back full-time as the Operations Manager of the Shoreview location since 2018. Bekah takes her love of details, spreadsheets and processes to make sure our office runs smoothly and efficiently. She also enjoys working with clients as they establish their accounts with us.

Bekah graduated from Crown College with a Business Administration degree and Bethel Seminary with her Masters in Transformational Leadership. When she is not in the office she enjoys spending time at her family cabin and traveling to Honduras with Not for Sale, a non-profit where she serves on the board.

 

Angie Vollhaber
Executive Assistant

Angie.Vollhaber@PRGfinancial.com

Angie brought her engaging personality to PRG in 2015.  She is usually the first face you see at the office or the first voice you hear on the phone. Angie enjoys forming positive and personal connections with clients about their daily lives, whether it’s about a recent vacation or a new grandbaby.  Angie makes sure clients are well taken care of and handles all things related to client service in our office.

Angie and her husband Drew are on their way to being empty nesters, but there is never a lack of friends and family hanging out at their house. When not at the office, you can find her out walking her dog Friday, playing a game with her family, or organizing a party.





Sam Tate
Executive Assistant

Sam.Tate@PRGfinancial.com

Sam joined the PRG team in 2012. Sam has held various roles over the years, giving her a great sense of the big picture for our clients. She utilizes that knowledge as she helps in preparing for our client review appointments. Sam’s attention to detail allows our clients to feel confident in her ability to answer their questions and address their needs.

When not in the office, you can find Sam spending time with her two children, checking out a new restaurant, or out playing a round of golf.