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About

About Us 
Your Goals Are Our Priority

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

At Frank S. Shimkus, Jr., Wealth Management & Tax Planning, we understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Who You Will Work With 
Meet Our Team

Frank Shimkus

Frank S. Shimkus, Jr.

Partner

Frank has been with BBFG since the early 1980’s and is one of the original partners in the firm. He has an accounting degree from the University of Minnesota, along with earning certifications as a Certified Funds Specialist. In...
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Gertie Simon

Gertie Simon

Tax Advisor

9528814533

gertie@bbfg.com

Gertie joined the Shimkus Team in 2020 and assists clients with tax preparation and planning.She came to BBFG with 34 years of judicial assistance work with the Federal government in the Federal Courts System. Gertie is a very...
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Jordan Harris

Jordan Harris

Director of Client Relations / Tax Advisor

9528814533

jharris@bbfg.com

Jordan serves as the Director of Client Relations and Tax Advisor for the Shimkus Team.Working alongside Frank Shimkus, Jordan helps prepare for and participate in financial planning meetings. She coordinates portfolio management...

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Kristen Shimkus

Kristen Shimkus

Tax Advisor

9528814533

kristen@bbfgtax.com

Kristen is a tax preparer with more than seven years of hands-on experience and holds a bachelor’s degree from the University of Minnesota Duluth. Based in Blaine, Minnesota, she is committed to providing accurate, reliable, and...
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Monica Cole

Monica Cole

Executive Assistant

9528814533

monica@bbfg.com

Monica joined the Frank S. Shimkus, Jr., Wealth Management & Tax Planning team as Executive Assistant in January of 2022. Monica came to Burns Brothers with more than 16 years of financial and customer service experience. She obtained...
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Robert Shimkus

Robert Shimkus

Senior Tax Advisor

9528814533

Bob began his tax career more than 40 years ago. In that time, he has completed thousands of tax returns and assisted clients in better understanding how taxes impact them. His experience has given him a wealth of knowledge and he...
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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement.
Learn about  important Social Security facts and what you should know as an investor.