Administrative Team

CHRIS BEYER

CHRIS BEYER

Client Services Associate/Tax Preparer

Chris is a Tax Preparer working with Frank Ell.  She is an alumnus of the University of Minnesota where she earned a Bachelors of Science in Mechanical Engineering and the University of St. Thomas where she earned a Masters Degree in Business Management.

Chris enjoys spending time with her family, gardening, biking, and going on a long walks.

 

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 granddaughter.

JULIE DOMRES

JULIE DOMRES

Client Services Associate

Julie is the assistant to Scott Burns and joined the BBFG team in November of 2016.  Her focus is on the client experience, assisting Scott with meeting preparation and follow-up marketing, and providing service to both investment and tax clients.  She brings a diverse administrative background to the team with over 25+ years of experience.

She also owned and operated a successful wedding and events Floral Design Studio for over 15 years.

Julie resides in Minneapolis and loves spending time with her husband, Tom and two grown sons, Danny and Ryan. She is also an avid outdoor enthusiast, and enjoys hiking, camping, kayaking, biking and gardening.

KELLI MEYER

KELLI MEYER

Client Services Associate

Kelli is the assistant to Frank Shimkus and has been with BBFG since 2007. Kelli’s previous experience in the banking industry has been valuable to Frank and their clients in working with client’s tax and financial planning questions. Kelli has a Bachelor of Arts Degree from University of St. Thomas along with a teaching degree.

Kelli and her family live in Prior Lake.

Check the background of this investment professional on FINRA BrokerCheck.

KATIE PIERCE

KATIE PIERCE

Administrative 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.

GERTIE SIMON

GERTIE SIMON

Administrative Assistant

Gertie works in administrative areas for BBFG.  Gertie comes to us with 34 years of judicial assistance work for the Federal government in the Federal Courts system.

During the tax season, she works with our tax clients scheduling appointments and assisting them with the many administrative questions they may have.  In the non-tax season, she provides administrative assistance with financial planning for Frank Shimkus and Kelli Meyer.

Gertie is an energetic individual who enjoys biking, card playing and camping.  She and her husband reside in Burnsville and have two grown children.

PAULA STANBERRY

PAULA STANBERRY

Client Services Associate

Paula joined BBFG in August of 2018 and is the Registered Administrative Assistant to Natalie Burns. Her wealth of experience in the financial service industry with a focus on sales and trading make her a valuable addition to the team. In addition to providing a positive client experience, she is learning the ins and outs of tax preparation.

 

Paula is the parent of four daughters. She lives in St. Louis park with two who are still at home. ;She enjoys a vacation at an ocean beach at any time of the year.

Check the background of this investment professional on FINRA BrokerCheck.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA and SIPC  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.