Our Team

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's passion and care for helping people meet their financial goals is evident the moment you start speaking with her. Her background in planning allows her to see the big picture for our clients and create a plan to work towards their short and long-term goals. 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 joined PRG in June 2021 after graduating from Bethel University with an Accounting and Finance degree. She desires to help people understand their personal finances and enjoys educating clients on all things finance related.

She has used that passion as a volunteer 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.

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

Bekah first started working for Eric Osgood in 2001, and has filled a number of roles on her 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.

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.

Shelly joined the PRG team in Shoreview in 2024. With over 15 years of experience working in the financial industry, she brings a wealth of knowledge and experience to our team and clients.

Shelly will be able to help our clients schedule appointments, set up or make changes to your accounts, and help answer questions to ensure our clients receive excellent service.  Shelly enjoys making the client feel like they are special and welcomed.

Outside of work hours, Shelly enjoys spending time with her husband, two children, and grandson.  Shelly also enjoys reading, going on long walks and listening to country music.