Meet the team
The team behind Burns Estate Planning & Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
ERNIE BURNS, MCEP® President, CEO, Financial Advisor
President, CEO, Master Certified Estate Planner, LA Resident Life & Health Insurance License (#163870), Registered Investment Advisor, Series 65 Securities Registered
Ernie has over 31 years of experience in the retirement income planning industry.
He hosts “Total Retirement,” a TV show in which he and his team of financial professionals cover all things financial while focusing on conservative retirement strategies. He has been quoted in Fortune magazine, Entrepreneur magazine, Money magazine and Bloomberg Businessweek.
Ernie’s television and radio presence, coupled with his appearance in many publications, has led Ernie to be a recognizable figure in retirement planning along the Gulf Coast. He has informed the public with his seminars across Southern Louisiana, working with over 2,000 individuals, and has coached over 100 financial advisors.
Ernie has been recognized by Forbes three times for his contributions to the financial planning industry. He is also the author of the book Total Retirement: A Step-by-Step Educational Guide, where he shares his wealth of knowledge in retirement planning and financial strategies.
Christopher Burns, CRC®
Financial Advisor
Christian P. Clausen, CFP®
Financial Advisor, Portfolio Manager
J. Scott Gwatney, ChFC®, CPFA®
Chartered Financial Consultant, Financial Advisor, Portfolio Manager
Alex Astin, MBA, CEP®
Certified Estate Planner, Financial Advisor
Gerrod Galliano, MBA
Financial Advisor
Ashley Terrell, MBA, CEP®
Certified Estate Planner, Financial Advisor, Life Insurance Agent
George Pikounis, CEP®
Certified Estate Planner, Financial Advisor
Tim Dahlberg, MBA
Financial Advisor
Brenda Decareaux
Office Manager
Katie Walden
Senior Account Processing Specialist
John Ross Donnes, MBA
Financial Advisor
Nicole Higgins Smith
Team Leader, AUM Processing
Kacey Webre
Executive Assistant
Olivia Vallee
Financial Advisors Assistant
Jill Wright, CEP®
Certified Estate Planner, Financial Advisor Assistant, Destin
Danielle White
Financial Advisors Assistant, Tallahassee
Lylli Rojas
Financial Advisors Assistant, West Palm Beach
Maggie Wallace
Financial Advisors Assistant, Pensacola
Suzy Quesada
Financial Advisors Assistant, Jacksonville
Lauren Funnell
Director of First Impressions
Asia Hookfin
Director of Digital Marketing
Stephany Kippers
Marketing Event Coordinator
Lexi Maillet
Marketing and Growth Coordinator
Shelby Pouey
Marketing and Growth Coordinator
Lily Ory
Legal Assistant, Data Input Specialist
Nicole Benoit
Scheduling Coordinator, Legal Assistant
Jaime Rhodus, CEP®
Paralegal
Charles J. Fulda IV
Attorney at Law, Consultant
Nicholas Taylor Burns
Honoring the eldest son of Ernie & Erin Burns. In loving memory of an exceptional human being, who will forever be missed by all who were privileged to know him.
Blessed are the pure in heart, for they will see God.
- Matthew 5:8
Ready to take the next step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a workshop
