Administrative Team
Anita Carroll
Executive Assistant
Anita is the assistant to Scott Burns and joined the BBFG family in 2021. Her focus is on the client experience, assisting Scott with meeting preparation, follow-up marketing, and providing service to both investment and tax clients. She has over 20 years administrative experience.
In her free time, she enjoys the theater, gardening, walks, weekends up north and spending time with family and friends.
Monica Cole
Executive Assistant
Monica joined the Frank Shimkus and Kelli Meyer team as their Executive Assistant in January of 2022. Monica came to Burns Brothers with over 16 years of financial and customer service background. She obtained her Minnesota Resident Producer Insurance License in November of 2015 and maintains her continuing education to keep current on issues in the industry.
Monica resides in south Minneapolis with her husband, Brian and their children. She enjoys family time, reading, traveling and spending time outdoors especially camping, fishing & gardening.
LORI DAVIS
Office Manager
Lori is the Office Administrator and the first person you meet when coming through the doors of BBFG. Lori is the “go to person” – responsible for scheduling of clients, maintaining all tax files and the client data base; handles administrative projects and ensures general office operations are running smoothly and efficiently.
Lori is a graduate of the University of Nebraska with a degree in Elementary Education. Lori came to BBFG with a great deal of experience as an administrative assistant from Carlson Travel Group and the National Center for Health Promotion.
Lori is an avid crafter and along with her husband Mark, enjoy spending time with their children and grandchildren.
KATIE PIERCE
Executive Assistant
Katie is the administrative assistant to Frank Ell and brings to BBFG 17+ years of marketing experience from a company that sold annuities and life insurance. In that role, she supported marketers and agents when working with their clients, and provided training and education on the products.
Katie believes that customer service and a family atmosphere work best when working with people on their tax and financial planning throughout the various financial stages in their life.
Katie enjoys spending time with her family, riding her motorcycle, camping and travel.