Administrative Team

Catherine Allred

Catherine Allred

Executive Assistant

Catherine Allred is an LPL Executive Assistant working remotely with Frank Shimkus’s and Kelli Meyer’s LPL clients, providing a variety of client management services.

Catherine has an extensive background in financial services which includes 11 years at Morgan Stanley and 10 years with Lincoln Financial Advisors.  Catherine holds Series 7, 66, 6, and 63 registrations.

Catherine enjoys rock carving as well as various other artistic methods of expression and is a huge fan of road-tripping adventures.

Anita Carroll

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

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

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 and her husband Mark enjoy spending time with their children and grandchildren.

KATIE PIERCE

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.

Professionals associated with Burns Brothers Financial Group (BBFG) may be either (1) registered representatives with and securities and advisory services offered through LPL Financial. Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of BBFG and not affiliated with LPL Financial.  Tax related services offered through BBFG.  BBFG is a separate legal entity and not affiliated with LPL Financial.  LPL Financial does not offer tax advice or tax related services.

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MN, ND, NJ, NM, NV, WI, WA.