Meet the professionals who can help you leave a legacy

Let’s talk about how to take charge of your financial dreams.

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.

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ERNIE BURNS President, CEO, Master Certified Estate Planner, LA Resident Life & Health Insurance License (#163870), Registered Investment Advisor, Series 65 Securities Registered

Ernie has over 25 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 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, and has coached over 100 financial advisors.

Erin Berglund-Burns

Certified Estate Planner, LA Resident Life & Health Insurance Agent

David Burns

Master Certified Estate Planner, Investment Advisor

Chris Burns

Chief Compliance Officer, Financial Advisor

Christian Clausen, CFP®

Financial Advisor, Portfolio Manager

J. Scott Gwatney

Chief Financial Analyst, Financial Advisor, Portfolio Manager

Alex Astin, MBA

Certified Estate Planner, Investment Advisor

David Wasson

Certified Estate Planner, LA Resident Life & Health Insurance Agent

Krista Riley

Office Controller

Kacey Bonnette

Financial Advisors Assistant and Servicing Specialist

Brittany Tompkins

Financial Advisors Assistant

Nicole Higgens Smith

New Business Processor, Assistant to Erin Berglund-Burns

Nicole Benoit

Financial Advisor Assistant

Carolyn Webre

Financial Advisors Assistant, Destin Office

Ashley Terrell, MBA

Director of Operations & Processing for AUM

Kimberly Artmont

Assistant Director of Operations for AUM, Director of Compliance

Lily Ory

Director of First Impressions, Data Input

Kristen Lalonde, MBA

Director of Marketing & Advertising

Lindsey Porter

Director of Digital Marketing

Jaime Courtney

Paralegal

Charles J. Fulda IV

Attorney at Law, Consultant

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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

Or give us a call at 800.308.4416.