Client Services Associates
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.
BETTY BRAND
Client Services Associate/Tax Preparer
Betty joined BBFG in January 2022 as a tax preparation assistant to Scott Burns. Betty has many years in the investment and financial services industry and retired from a financial services company as a Financial Analyst. Betty is a graduate of the University of Minnesota with a degree in Accounting.
In her spare time, she enjoys spending time with family, reading, and traveling.
KELLI MEYER
Client Services Associate/Tax Preparer
Kelli joined BBFG in 2007 and works side by side with Frank Shimkus doing client tax preparation and investment planning.
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.
GERTIE SIMON
Client Services Associate/Tax Preparer
Gertie works with the team of Frank Shimkus and Kelli Meyer doing tax preparation for clients and also providing administrative support.
Gertie came to BBFG with 34 years of judicial assistance work with the Federal government in the Federal Courts System. Gertie is a very organized and energetic individual in all aspects.
Gertie enjoys biking, card playing, and camping. She and her husband reside in Burnsville and have two grown children and one grandchild.