Maple Grove, MN (Corporate Offices)
CHRISTOPHER R. OLSON, President
Founding Partner
President and Founder of Preferred Resource Group, Inc. Mr. Christopher R. Olson is a frequent seminar leader and lecturer specializing in retirement issues and services to address the varying strategies to help meet the needs of his clients.
Located in the Twin Cities, Preferred Resource Group is a network of financial consultants, certified public accountants, and attorneys. Formed over a decade ago, Mr. Olson and his Preferred Resource Group are recognized educators to individuals and other CPA’s and financial advisors.
Mr. Olson holds firmly to his long held belief 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. “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?”
A recognized educator in estate planning with extensive experience in the area of IRA distribution planning, Mr. Olson provides continuing education for Certified Public Accountants in addition to tutoring other financial services professionals. In 2001, Mr. Olson was a speaker at a nationally recognized conference in Houston for financial planners with other speakers such as author Nick Murray and Senator Bob Dole.
JONATHAN D. BENGE
Founding Partner
Investment Advisor Representative, NPC
Jonathan Benge is a financial advisor and founding partner with Preferred Resource Group based in the Twin Cities of Minneapolis/Saint Paul. Jonathan has developed a specialty in working with retirees and those about to retire who want to protect their principal and ensure that their money lasts. Jonathan and Preferred Resource Group have created and currently host retirement symposiums widely attended by seniors in the metro area. Jonathan’s awareness of, and focus on, the needs of the individual truly encompasses the needs of the individual balanced with their desires to maintain that which they have earned throughout a lifetime of earning and assisting them as they transition from the accumulation phase of life into a smooth transition towards financial independence.
Jonathan’s practice focuses on helping pre-retirees and retirees make sound financial decisions and avoid the most common financial mistakes. Far too frequently, the single missing component as individuals move towards retirement is a complete, comprehensive plan. While thinking about retirement, Jonathan guides his clients and highlights the benefits of the vast number of opportunities available to them. Whether it is assisting clients discover ways to potentially decrease their income taxes, their taxes on social security, and/or protecting their estates from estate taxes, Jonathan educates his clients with regard to the tax advantages using various concepts.
GARRETT P. FREITAG, CFP®, ChFC®, CSA®
Founding Partner
Investment Advisor Representative, NPC
Mr. Freitag, Certified Financial Planner®, Chartered Financial Consultant®, Certified Senior Advisor® and founding partner of Preferred Resource Group, serves as the firm’s case design analyst. President and founder of G-Consulting, Inc., Mr. Freitag and his associates provide the analytical services required in the preparation of complete financial plans utilizing software developed for and by G-Consulting, Inc. and used exclusively for the benefit of Preferred Resource Group’s planners and advisors in service to their respective clientele.
Mr. Freitag is a graduate of North Dakota State University with a Bachelor’s degree in Business Administration with a focus on finance. Having personally designed over a thousand business and personal financial plans, Mr. Freitag’s professional experience is the culmination of years of study, practical application, and efficient planning on the part of the clientele of Preferred Resource Group. The pairing of Preferred Resource Group’s coordinated financial planning philosophy with G-Consulting, Inc. results in the alignment of a single, cohesive strategy designed to help meet their clientele’s long-term objectives.
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