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    Our Firm

    Burns Estate Planning’s mission is to help our clients develop a more secure financial future. Our primary focus is retirement and estate strategies for retirees and pre-retirees.

     

    Ernie Burns

    President, Chief Executive Officer, Investment Adviser Representative, Master Certified Estate Planner

    Ernie M. Burns, Jr. is the President and Chief Executive Officer (CEO) of Burns Estate Planning and Burns Wealth Advisors. He has over 25+ years’ experience in retirement income planning industry. He is a Master Certified Estate Planner (MCEP) and a Million Dollar Round Table-Top of the Table Member (MDRT).

    Ernie is also the Host of “Total Retirement,” a 30 minute television show.  In the show Ernie and his team of financial professionals cover all things financial while focusing on conservative retirement strategies. His television and radio shows, coupled with his many publications in predominate financial news outlets, has led Ernie to be a prominent authority in retirement planning along the Gulf Coast. He has informed the public with his seminars across Southern Louisiana, working with over 2,000 individuals.

    He also has been published and/or quoted in Fortune Magazine, Entrepreneur Magazine, Money Magazine, as well as Bloomberg BusinessWeek.

     
     
     
     
     
     
     

    Chris Burns

    Financial Advisor

    Christopher Burns is a Louisiana resident who graduated from Southeastern Louisiana University in 2005, obtaining a degree in finance. He joined our team in 2014 as a General Securities and Investment Adviser Representative. Chris has passed Series 7 and Series 66 exams and is securities licensed, as well as being a class C licensed insurance agent. His main focus is in developing, recommending and delivering financial plans to clients that were developed to help them work toward their retirement goals. One thing that Chris enjoys most about his role is being able to help our clients prepare for one of the most important times in their lives, their retirement years. He truly believes that everyone deserves a secure and independent retirement. Chris is a proud veteran of the United States Army who dedicated four years of service.

     

    David Burns

    Master Certified Estate Planner, MDRT 

    David Burns is a senior partner of Burns Estate Planning and has over 28 years’ experience in the insurance industry. His knowledge in estate planning and personal retirement income planning through Jefferson Standard Life Insurance Company complemented his study through the National Institute of Certified Estate Planners, where he’s become a Master Certified Estate Planner (MCEP).

     

    Christian P. Clausen

    Financial Advisor, CERTIFIED FINANCIAL PLANNER™

    Christian Clausen graduated from Louisiana State University in 2007 with a degree in finance. He has worked over six years in the industry and is registered with the SEC as an Investment Adviser Representative, and has taken extensive exams to receive his CERTIFIED FINANCIAL PLANNER™ professional title. Christian also has passed the Series 7 and Series 66 exams and is securities licensed, as well as being a class C licensed insurance agent. Christian joined Burns Wealth Advisors in July of 2016 as a financial advisor and CFP® professional. Christian’s main goal is to deliver a vast array of resources to his clients in a way that helps them pursue their financial goals. He also aims to help his clients preserve and grow their wealth. Christian is originally from Sweden and is proficient in five different languages. He now resides in Baton Rouge with his lovely wife and two daughters.
     

    Erin Berglund-Burns

    Agent

    Erin Berglund-Burns grew up in Kentwood, Louisiana, and graduated from Southeastern Louisiana University in 2005. She has been with Burns Estate Planning since 2007 and is a licensed insurance agent. She works side by side with Ernie analyzing clients’ and prospects’ financial strategies. Outside of work, she stays very busy doing sports and homework with her son, Brayden. She enjoys traveling, reading, working with her plants and spending time with her family and friends. Erin has held the titles of Ms. Louisiana United States 2013 and Ms. Baton Rouge 2012. Her Platform Charity is CASA (Court Appointed Special Advocates), for which she diligently continues to raise awareness, as well as donations, to support the worthy cause.
     

    Nichelle Lee Mars

    Office Controller & Legal Assistant 

    Nichelle Lee Mars has been a member of our team since 2006. She grew up in Loranger, Louisiana, and is a proud alumnus of Southeastern Louisiana University. As office controller, Nichelle’s duties include all general office and human resource responsibilities. In addition to office controller, Nichelle’s role as our legal assistant is to keep the chain of communication between our clients and the attorneys open. She also assists both the clients and the attorneys in sending documents to and from each other. Nichelle has worked in many fields in the office over the years and is always willing to help our clients and her co-workers with anything they might need. When Nichelle is not at work, she enjoys being outdoors, gardening and fishing.

    Nicole Higgins Smith

    New Business Processor and Assistant to Erin Burns

    Nicole Smith, also known as Nicky, has been a member of Burns Estate Planning team since April 2014. Nicole grew up in Hudson Valley, New York and moved to Louisiana in April 2013. Nicole studied criminal justice and minored in world history at SUNY Orange University in Orange County, New York. Nicole and her husband of three years, Adam, welcomed their baby boy Carson Brooks Smith on June 21, 2016. In her assistant duties to Erin Burns, Nicole handles data processing, client services, maintaining client relationships and various additional tasks. Nicole also handles all application data, and keeps clients and prospective clients informed with relevant information regarding their accounts. In her free time, Nicole enjoys traveling and watching baseball and football with her 1-year-old son, husband and two dogs. 


    David Wasson

    Senior Director of Marketing & Advertising

    David Wasson joined Burns Estate Planning in May 2017. As the senior director of marketing and advertising, his duties include staying current in media, print and social networking of the company along with TV and radio advertising. Additionally, he facilitates client events, informational workshops and seminars. David grew up in a military family, spending his youth traveling the globe, and moved to the family’s hometown of Hammond in 2001 to attend Southeastern Louisiana University. While not at work, David enjoys traveling and trying new restaurants with friends and family.


    Ashley Amacker

    Product Manager and Assistant to David Burns

    Ashley Fletcher Amacker has been with Burns Estate Planning since June 2015. She grew up in Metairie, Louisiana, and moved to Ponchatoula, Louisiana, in 1995. She attended Louisiana State University and Southeastern Louisiana University, studying mass communications and English. Her primary responsibility involves scheduling appointments and maintaining a relationship with David Burns’ clients. Ashley’s additional duties include maintaining in-house products and keeping agents up to date on changes relevant to our clients. Outside of work, she enjoys spending time with her husband and family, especially chasing around her two boys, Logan, 11, and Brody, 3. Ashley also loves attending LSU or New Orleans Saints sporting events.



    Kacey Bonnette 

    Burns Wealth Advisors Assistant and Servicing Specialist 

    Kacey joined our team in November 2015. She grew up in Slidell, Louisiana, and moved to Ponchatoula in 2013 to attend Southeastern Louisiana University. Kacey is responsible for handling all servicing requests as well as scheduling and preparing for all Burns Wealth Advisors’ appointments. In her free time, she enjoys traveling, crafting and spending time with her family.


     


    Elizabeth “Liz” Wax

    Assistant to Chris Burns and Christian Clausen

    Liz joined Burns Wealth Advisors in December 2016. She’s from Denham Springs Louisiana and moved to Ponchatoula in 2013. She has been in the industry for over 30 years. Her responsibilities at Burns Wealth Advisors include new account processing, maintaining accounts, client relations and assisting the advisors in presentation preparation. When not at work Liz enjoys spending time with family and fishing.


     

    To schedule a time to discuss your financial future, contact us at emburns@burnsestateplanning.com or call us at 1.800.308.4416 or 985.345.7114 today!

     





     
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    We help create retirement income strategies for people in or nearing retirement to help their retirement income last as long as they do.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM is not affiliated with Burns Estate Planning and Burns Wealth Advisors.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Burns Estate Planning, Burns Wealth Advisory nor its agents and representatives is stated or implied.

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