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Financial Literacy Committee

The Financial Literacy Committee coordinates the Society’s Financial Literacy efforts to provide financial education opportunities for all ages. Builds liaisons within the financial literacy community and organizes community service events.

Leadership

  • Staff Liaison

    Ann Lupo

    Communications/PR Director

    Society of Louisiana CPAs - Metairie

  • Chair

    Jalen Taylor

    Horne, LLP - Baton Rouge

Members

  • Frank Auberle

    Director, Audit & Assurance Services

    LaPorte CPAs & Business Advisors - Metairie

  • Bob Behrens

    Robert D. Behrens, CPA, CGMA - Baton Rouge

  • Suzanne Borders

    Habitat for Humanity Inc. - Baton Rouge

  • Jodi Buckner

    Lyons Specialty Co - Port Allen

  • Ricky Burke

    Partner

    Burke Taylor CPAs, PLLC - New Orleans

  • Thomas Celles

    Instructor

  • Kenneth Champagne

    Confie - Baton Rouge

  • Sherina Clavier

    Vice President of Finance

    Greater New Orleans Foundation - New Orleans

  • Cloreece Davis

    Owner

    Knight CPA Services, LLC - New Orleans

  • Nicole Dugas

    Vice President

    Hancock Whitney Bank - New Orleans

  • Karen Fournet

    Secretary Treasurer

    Louisiana Lottery Corporation - Baton Rouge

  • Melanie Garofalo

    Senior-Tax

    LaPorte CPAs & Business Advisors - Metairie

  • Kelly Helffrich

    EAG Gulf Coast, LLC - Metairie

  • Lisa Johnson

    Assistant Professor of Accounting

    Centenary College of Louisiana - Shreveport

  • Renee' Johnson

    Audit Director 2

    Louisiana Department of Health - Baton Rouge

  • Kristen Kernion

    Malcolm M. Dienes, L.L.C. - Metairie

  • Desmond Lloyd

    Senior Internal Auditor

    Lloyd Financial Group - Baton Rouge

  • Layne McDaniel

    Managing Member

    Layne R. McDaniel, CPA, LLC - Baton Rouge

  • Niloufer Mohamed

    Allpro Tax & Accounting Services - Baton Rouge

  • Seth Norris

    Owner

    Norris CPA LLC - Ville Platte

  • Anne Oestriecher

    Oestriecher Financial Mgmt. Services - Alexandria

  • Andrew Perret Jr.

    Accountant II

    Service Corporation International - New Orleans

  • Don Quintana

    Dir of Financial Strategy & Analysis

    Gulf Coast Bank - Metairie

  • J.R. Rozyskie

    John S. Dowling & Company, ACCPAs - Opelousas

  • Darla Saux

    Retired Executive Director

  • Jenny Schiller
  • Martha Stuckey

    V & L Consultants - Baton Rouge

  • Margaret Tauzier

    Senior Manager, Tax

    PriceWaterhouseCoopers, LLP - New Orleans

  • Andree Taylor

    Quality Assurance/Research Manager

    Louisiana Legislative Auditor - Baton Rouge

  • Trevor Thompson

    Crescent Sterling, Ltd - Metairie

  • Stephen Truxillo
  • Richard Tullier Jr.

    Wegmann Dazet, A Professional Corporation - Metairie

  • Brian Vela

    Ernst & Young, LLP - Lafayette

  • Michelle Wade

    Michelle L. Wade, CPA, LLC - West Monroe

  • Happy Watsky

    LongueVue Capital, LLC - Metairie

  • Alisha Wilson

    Staff Accountant