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, 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 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, CEP®

Certified Estate Planner, LA Resident Life & Health Insurance Agent

David Burns, MCEP®

Master Certified Estate Planner, Financial Advisor

Christopher Burns, CRC®

Financial Advisor

Christian P. Clausen, CFP®

Financial Advisor, Portfolio Manager

J. Scott Gwatney, CPFA®

Chief Financial Analyst, Financial Advisor, Portfolio Manager

Alex Astin, MBA, CEP®

Certified Estate Planner, Financial Advisor

Gerrod Galliano, MBA

Financial Advisor

Ashley Terrell, MBA

Financial Advisor

David Wasson, CEP®

Certified Estate Planner, FL Life and Health Insurance Agent, Marketing Event Coordinator

Brenda Decareaux

Office Manager

Kacey Bonnette

Executive Assistant

Brittany Tompkins

Financial Advisors Assistant

Nicole Higgens Smith

New Business Processor, Assistant to Erin Berglund-Burns

Jill Fraley

Financial Advisor Assistant, Destin

Sherese Wheeler

Financial Advisor Assistant, Pensacola

Kimberly Artmont, AABFN

Director of Operations

Nicole Benoit

AUM Processor

Katie Walden

Senior AUM Processor

Lily Ory

Director of First Impressions, Data Input

Rebecca Manino

Director of Marketing and Advertising

Lindsey Porter

Director of Digital Marketing

Jaime Courtney, CEP®

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.