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Estate & Financial Planning Committee

The Estate & Financial Planning Committee manages the estate financial planning educational events aimed to instruct membership on estate and financial planning issues and developments.

Leadership

  • Staff Liaison

    Olivia Burnham

    Society of Louisiana CPAs - Metairie

  • Chair

    Brandon Lagarde

    EAG Gulf Coast, LLC - Baton Rouge

Members

  • Ryan Blakeney

    Tax Manager

    The Levy Company, APC, CPAs - Baton Rouge

  • Greg Booth Jr.

    EAG Gulf Coast, LLC - Metairie

  • Derek Brondum

    Law Student

    Kean Miller LLP - New Orleans

  • Craig Cheramie

    Cheramie Financial Services - Harahan

  • Vanessa Claiborne

    President & CEO

    Chaffe & Associates, Inc - New Orleans

  • Roger Cunningham

    Partner

    Thomas, Cunningham, Broadway & Todtenbier CPAs - Natchitoches

  • Hardy Foreman

    Carr, Riggs & Ingram, LLC - Shreveport

  • Christopher Klein

    Terranova Williams Klein CPA's, LLC - Lake Charles

  • Jeremy Klibert

    Faulk & Winkler, LLC - Baton Rouge

  • Randy LeBeau

    Director

    EAG Gulf Coast, LLC - Metairie

  • Craig LeBouef

    Going Sebastien Fisher & LeBouef, LLP - Opelousas

  • Desmond Lloyd

    Senior Internal Auditor

    Lloyd Financial Group - Baton Rouge

  • Skip Lloyd

    CPA

  • Jason MacMorran

    National Practice Leader, FLVS Team

    EAG Gulf Coast, LLC - Baton Rouge

  • Anne Oestriecher

    Oestriecher Financial Mgmt. Services - Alexandria

  • Denise Prattini

    Lovell & Company, CPAs, APC - New Orleans

  • Carolyn Rosendale

    C Rosendale CPA - Baton Rouge

  • John Schmidt

    Tax Managing Director

    Pelican CPAs & Advisors, LLC - Shreveport

  • Michelle Wade

    Michelle L. Wade, CPA, LLC - West Monroe