Maple Grove, MN (Corporate Offices)
JONATHAN D. BENGE
President & CEO, Managing Partner
Investment Advisor Representative, NPC
Jonathan Benge is a financial advisor and is President/CEO and a Managing Partner of 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®
Managing Partner
Investment Advisor Representative, NPC
Mr. Freitag, Certified Financial Planner®, Chartered Financial Consultant®, and a Managing 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 select client-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. The pairing of select client-advisors' 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.
CHRISTOPHER R. OLSON
Founder
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 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.
Christopher L. Hasbrouck
Investment Advisor Representative, NPC
Chris is an Investment Advisor Representative specializing in customized portfolios to help meet your financial objectives while aligning client’s personal beliefs and values with their investment strategy. Socially Responsible Investing (SRI)* securities are screened to identify companies which work against social goals or damage communities, i.e., tobacco, environmental performance, adult entertainment, human rights, etc . Along with the 14 broad social sectors that can be individually excluded individual companies can also be selected.
In addition, Chris is the Long Term Care Specialist at Preferred Resource Group, meeting with clients to discuss how a Long Term Care event could impact them and their family and devise a plan to pay those expenses. Chris has a background in business and was vice president of a local business management corporation for ten years before coming to Preferred Resource Group. He lives in Rogers and is an active member in the local volunteer organizations, Knights of Columbus and Lions Club International.
Dave Madetzke
Investment Advisor Representative, NPC
Dave is an Investment Advisor Representative who works with individuals and small to mid-size businesses. He works with individuals to help them meet their investment goals and objectives. Dave works with business owners to determine the plan that is right for their business and provides enrollment support and education to the participants in the plan. Dave strongly believes that long lasting client relationships are developed through informing and educating his clients on the ever changing investment opportunities in the market today.
Dave is a graduate of the University of Utah with a degree in Finance. After college he was in the finance/banking industry for 10 years, working with clients to help with all of their banking needs; consumer loans, home loans and commercial loans as well as dealer financing. He has held an insurance license since 2002 and securities licenses since 2007. Before coming to PRG he was a financial advisor with AXA Advisors. He lives in Minneapolis and is a member of the City of Lakes Rotary Club.
* Due to the additional research that goes into managing them, socially responsible funds tend to have higher management fees than mutual funds managed without a socially responsible perspective. In addition, socially responsible funds tend to be managed by smaller mutual fund companies and the assets under management are relatively small. Under these circumstances, it is difficult for SRI funds to make use of the economies of scale available to their larger rivals.
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