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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. has over 25 years’ experience in the retirement income planning industry.

    Ernie hosts “Total Retirement,” a TV show in which Ernie and his team of financial professionals cover all things financial while focusing on conservative retirement strategies. He has been published and/or quoted in Fortune magazine, Entrepreneur magazine, Money magazine and Bloomberg Businessweek.

    Ernie’s television and radio shows, coupled with his appearance in many publications, have 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.

     
     
     
     
     
     
     

    Chris Burns

    Certified Retirement Counselor, 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, Investment Adviser Representative

    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 became 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

    Annuity and Life Insurance Agent, Certified Estate Planner

    Erin Berglund-Burns grew up in Kentwood, Louisiana, and graduated from Southeastern Louisiana University. She has been with Burns Estate Planning since 2007 and is a Certified Estate Planner as well as a licensed insurance agent. Erin works side by side with Ernie, analyzing financial strategies.

    Erin held the titles of Ms. Louisiana United States 2013 and Ms. Baton Rouge 2012. Her platform charity is Court Appointed Special Advocates (CASA), for which she diligently continues to raise awareness, as well as donations, to support the worthy cause.

    Outside of work, Erin stays very busy with her son, Brayden, and playing with her two Labradors. She enjoys traveling, reading, working with her plants and spending time with her family and friends.
     

    Nicole Higgins Smith

    New Business Processor and Assistant to Erin Burns

    Nicole Higgins Smith has been a member of the Burns Estate Planning team since April 2014. She 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.

    Nicky grew up in Hudson Valley, New York, and moved to Louisiana in April 2013. She studied criminal justice and minored in world history at SUNY Orange University.

    In her free time, Nicole enjoys traveling and watching baseball and football with her husband, Adam, son, Carlson, 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

    Executive Assistant and Product Manager

    Ashley Amacker has been with Burns Estate Planning since June 2015. She helps schedule appointments and maintain relationships with David Burns’ clients. She also maintains in-house products and keeps agents up to date on changes relevant to our clients.

    Ashley grew up in Metairie, Louisiana, and moved to Ponchatoula in 1995. She attended Louisiana State University and Southeastern Louisiana University, studying mass communications and English.

    Outside of work, Ashley enjoys spending time with her husband and family, especially chasing around her two boys, Logan and Brody. Ashley also loves attending LSU and 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.


     

    Angelina Pizani

    Creative Director

    Angelina Pizani collaborates with the marketing team to implement top-notch marketing events and materials for our clients. A problem solver, she enjoys giving input on new ideas and solutions to help Burns Estate Planning and Burns Wealth Advisors run more efficiently.

    Angelina began her career in the fitness industry and ran a personal training business as well as another business that designed and sold competition swimwear. In 2009, she took a leap of faith and made a career change to work for Ernie Burns.

    Angelina attended Southwest Mississippi College for a few years on a basketball scholarship before obtaining Certified Nursing Assistant certification and a personal training license.

    Angelina and her husband, Shaun, reside in Covington with their two children, Luca and Milo. She enjoys dates with her husband, exploring New Orleans with her kids, visiting her parents in Alabama, taking trips with girlfriends and reading.


     


    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.

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