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. Natalie has earned the distinguished Five Star Wealth Manager Award* consistently in years 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, & 2021.
Natalie brings knowledge and expertise as a financial planner and provides tax planning strategies.
She was tutored and studied along side her late grandfather, Bob Burns, who was the founder of BBFG. Natalie carries on the tradition providing unparalleled attention to her clients. Natalie customizes and tailors the investing experience and assists her client in pursuing their financial goals.
Natalie lives in Edina with her daughter, Paige and their two small rescue dogs. She enjoys yoga, biking, traveling and relaxing with her family.
Check the background of this investment professional on FINRA BrokerCheck.
office (952) 881-4533 | toll-free (800) 728-3448 | fax (952) 888 5115 | Email Natalie
*The Five Star Wealth Manager Award is based on following criteria:Eligibility Criteria-Required
1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
3. Favorable regulatory and complaint history review. *
4. Fulfilled their firm review based on internal firm standards.
5. Accepting new clients.
Evaluation Criteria – Considered
1. One-year client retention rate.
2. Five-year client retention rate.
3. Non-institutional discretionary and/or non-discretionary client assets administered.
4. Number of client households served.
5. Education and professional designations.
*A favorable regulatory and complaint history review is defined by Five Star Professional, as the person cannot have: (1) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) Filed for personal bankruptcy, or(5) Been convicted of a felony.
The Five Star Wealth Manager award does not evaluate the quality of service provided to clients. Recipients of the award may have had unfavorable ratings. (insert # of award candidates) award candidates in the (insert area e.g., Los Angeles) area were considered for the Five Star WealthManager award. (insert number of winners), approximately (insert %)percent of award candidates, were named (insert yr) Five Star Wealth Managers. The (insert # of winners) award winners represent less than (insert %) percent of the total wealth managers in the area. The award is not indicative of the wealth manager’s future performance. The Five Star Wealth Manager Award is administered by Crescendo Business Services, LLC(dba Five Star Professional). Candidates and winners do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, winners, may opt to purchase additional profile ad space or related award promotional products.
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