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 President, Chief Executive Officer, Registered Investment Advisor, 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 he and his team of financial professionals cover all things financial while focusing on conservative retirement strategies. He has been published 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.
Erin Berglund-Burns Annuity and Life Insurance Agent, Certified Estate Planner
David Burns Master Certified Estate Planner, Registered Investment Advisor
Chris Burns Certified Retirement Counselor, Financial Advisor, CCO
CHRISTIAN CLAUSEN, CFP® Financial Advisor
J. Scott GwatneyFinancial Advisor, Portfolio Manager
Nicole Higgens Smith New Business Processor, Assistant to Erin Berglund-Burns
David Wasson Senior Director of Marketing and Advertising
Kacey Bonnette Financial Advisors Assistant and Servicing Specialist
Charles J. Fulda IVAttorney at Law, Consultant
Lily Ory Director of First Impressions, Data Input
Lisa CappaertLaw Clerk
Director of Operations & Processing for Assets Under Management
Krista Riley Office Controller
Kimberly Artmont Assistant Director of Operations & Compliance for Assets Under Management
Nicole BenoitFinancial Advisors Assistant & Product Manager
Lindsey PorterMarketing Assistant and Head of Digital Marketing
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.