Bennett Anderson

Where did you grow up?

Mahtomedi, MN

What was your first job?

Summer Camp Counselor for “Mahtomedi Adventure Club”

When did you join the NOFG team?

August 2025

What are your primary responsibilities at NOFG?

Preparing, adjusting, and correcting financial plans for our clients. Inputting data into planning software to create more accurate and individual financial plans. Meeting with our financial advisors to prepare them for upcoming client meetings by offering strategic suggestions/insights based on the clients financial plan.

What do you enjoy most about your role/work?

I enjoy getting to look behind the scenes at our clients financial plans to give them the best advice possible that aligns with their values and goals. I also enjoy getting to work directly with our advisors to help them feel as ready as possible for their upcoming meetings, allowing them to perform at the highest level.

What do clients seem to appreciate most about you?

Clients appreciate how in-depth and accessible their financial plans are. Once they provide the statements required, the plan comes together seamlessly and allows them to see tons of insights into their retirement, tax treatment, and so much more. While most of my work is done behind the scenes, I think the end result creates a unique and meaningful experience for our clients.

Have you ever won an award? If so, what was it for?

I won the “Mr. Zephyr” award in back to back high school soccer seasons for being a strong leader and displaying the qualities of an ideal teammate.