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. She is a Certified Senior Advisor* and a Certified Annuity Counselor and a registered representative with National Planning Corporation. Natalie has earned the distinguished Five Star Wealth Manager Award each year since 2012.
Natalie brings knowledge and expertise in all aspects as a financial planner and tax consultant. She was tutored and studied along side her 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 exceeding their financial goals.
Natalie lives in Minneapolis with her husband Paul, daughter Paige and their yorkie. She enjoys yoga, biking, traveling and relaxing with her family.
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office (952) 881-4533 | toll-free (800) 728-3448 | fax (952) 888-5115 | Email Natalie
*Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Knowing what those licenses, credentialsand education signify. The CSA designation alone does not imply expertise in financial, health or social matters.