Natalie has been in the financial industry over 20 years bringing knowledge and expertise as a financial planner and tax consultant. For 11 years she was tutored and studied along-side her late grandfather, Bob Burns, who was the founder of Burns Brothers Financial Group over 65 years ago. Generations of families have worked with both Bob & Natalie demonstrating their ‘client comes first’ loyalty. Natalie carries on the tradition by providing unparalleled attention to her clients.
By providing tailored advice to customize the investing experience, Natalie assists her clients in exceeding their financial goals. She enjoys building life-long relationships and helping her clients transition into retirement with confidence and comfort.
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; FINRA Series 7 and 63 and tax preparation certifications.
Natalie lives in Edina with her daughter, Paige and their two small rescue dogs. She enjoys yoga, biking, traveling and relaxing with her family.