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.


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, ChFC®, 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, Life Insurance Agent

George Pikounis, CEP®

Certified Estate Planner, Financial Advisor

Tim Dahlberg, MBA

Financial Advisor

David Wasson, CEP®

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

Brenda Decareaux

Office Manager

Katie Walden

Senior Account Processing Specialist

John Ross Donnes, MBA

Financial Planning Associate

Nicole Higgens Smith

Team Leader, AUM Processing

Kacey Webre

Executive Assistant

Brittany Tompkins

Financial Advisors Assistant

Jill Fraley, CEP®

Certified Estate Planner, Financial Advisor Assistant, Destin

Danielle Montgomery

Financial Advisors Assistant, Tallahassee

Christine Schrader

Financial Advisors Assistant, Pensacola

Lylli Rojas

Financial Advisors Assistant, West Palm Beach

Lily Ory

Director of First Impressions, Data Input

Rebecca Mannino-Simmons

Director of Marketing and Advertising

Asia Hookfin

Director of Digital Marketing

Nicole Benoit

Scheduling Coordinator, Legal Assistant

Jaime Courtney, CEP®


Charles J. Fulda IV

Attorney at Law, Consultant

Black and White Minimalist Rest In Peace Facebook Post
Black and White Minimalist Rest In Peace Facebook Post

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

Or give us a call at 800.308.4416.