Natalie is a graduate of the University of St. Thomas with a degree in business management. In 2000 she obtained her license in life and health insurance; her Series 7 and tax preparation certifications. Natalie has earned the distinguished Five Star Wealth Manager Award consistently in years 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 & 2020.
Natalie brings knowledge and expertise as a financial planner and tax consultant. She was tutored and studied along side her late grandfather, Bob Burns, who was the founder of BBFG. Natalie carries on the tradition by providing unparalleled attention to her clients. Natalie customizes and tailors the investing experience and assists her client in pursuing their financial goals.
Natalie lives in Edina with her daughter, Paige and their two small rescue dogs. She enjoys yoga, biking, traveling and relaxing with her family.
Check the background of this investment professional on FINRA BrokerCheck.
CONTACT INFOoffice (952) 881-4533 | toll-free (800) 728-3448 | fax (952) 888-5115 | Email Natalie