Bailee Rae Burgess
Financial Advisor
"Let your story be and continue to become a life well lived."
About me
I have spent much of my life in the west, born and raised in Wyoming and nearly all of my adult life in the Front Range of Colorado. My most cherished moments have been those spent in the dirt of my family's Wyoming ranch, the garden of my childhood home, the snow of the local ski runs; and in the woods, meadows, rivers, and summits of the Colorado mountains. My values are rooted in self- awareness, accountability, compassion, hard work, lifelong learning, and serving others.
My mission is to serve my clients with grace, grit, and integrity in a dedicated effort of superior comprehensive financial planning. My planning process isn't "one-size-fits-all." Your goals and aspirations are unique, so it only makes sense that your financial plan should be, too. I will act as your guide, integrator, and advocate as we explore and establish a personalized path towards your goals. I will inspire clients to take action in pursuit of a sound financial future and help implement innovative solutions using world-class insurance services and internationally recognized investment strategies.
I'm committed to learning about what is important to you, giving you a space to dream and discover a plan that best aligns with your vision. I will challenge you to take action as your own #1 advocate. When you partner with me, you can expect a judgment-free environment with conversations that will educate, challenge, and inspire.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Kiwanis
Serving the children of our community
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
