Vadnais Heights , MN
ERIC D. OSGOOD, LUTCF
Investment Advisor Representative, NPC
Eric describes himself as “a teacher and a wealth accumulation strategist helping and empowering people to make their dreams of financial peace become a reality.” He knows 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 are designed 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. Through teaching and strategizing, people can understand what they may be able to do to help make their financial goals, hopes and dreams into a reality. Eric and his partners aspire to instill a trust in people to “take care of them”. Eric, a Communication graduate of Bethel College located in St. Paul, Minnesota, began his financial service career during his senior year of college in 1992. Eric is viewed by many as an industry leader and a model for how a person can establish and organize a successful business. Eric and his wife Jeanne reside in Fridley, Minnesota. As Eric’s key associate, Jeanne provides a perfect compliment to his business. As a balanced team, Eric and Jeanne have made a lifetime commitment of distinguished service to their clients. Eric and Jeanne enjoy their involvement in their church and all of the opportunities of working and living in Minnesota. 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.
DAVID E. KUNTZ, ESQ
Trust & Legal Department Administrator
A frequent national seminar leader and lecturer, David Kuntz specializes in working with retirees and addressing their special needs, such as effective tax planning techniques and innovative estate preservation strategies. As Administrator of the Trust and Legal Department at Preferred Resource Group, Mr. Kuntz brings over twenty years of experience as an attorney to a team of specialty lawyers, handling all areas of financial and estate preservation. A graduate of Carleton College and Washington University School of Law, Mr. Kuntz is licensed to practice before the Minnesota State Courts, the Federal District Court and the United States Court of Appeals. He is also licensed by the Minnesota Department of Commerce as well as registered with the Financial Industry Regulatory Authority (FINRA). Mr. Kuntz lives in the Twin Cities with his wife and two children.
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