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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.


  • Chair

    Ricky Burke


    Burke Taylor CPAs, PLLC - New Orleans

  • Chair

    Shantel Sonier

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

  • Staff Liaison

    Ann Lupo

    Communications/PR Director

    Society of Louisiana CPAs - Metairie


  • Taylor Boudreaux

    Manager, Tax Services

    LaPorte CPAs & Business Advisors - Houma

  • Emily Breaux

    Emily Breaux, CPA - New Iberia

  • Jodi Buckner

    Lyons Specialty Co - Port Allen

  • Kenneth Champagne

    Confie - Baton Rouge

  • Sherina Clavier

    Director of Finance

    Greater New Orleans Foundation - New Orleans

  • Kelsi Dickerson

    Heard, McElroy & Vestal, LLC - Monroe

  • Nicole Dugas

    Vice President

    Hancock Whitney Bank - New Orleans

  • Shawne Favre


    Covenant House New Orleans - New Orleans

  • Gretchen Fischer


    Ericksen Krentel, L.L.P. - New Orleans

  • Karen Fournet

    Secretary Treasurer

    Louisiana Lottery Corporation - Baton Rouge

  • Ingrid Glodd

    EAG Gulf Coast, LLC - Baton Rouge

  • Victoria Hayes

    Assistant Legislative Auditor and Dir

    Louisiana Legislative Auditor - Baton Rouge

  • Kelly Helffrich

    EAG Gulf Coast, LLC - Metairie

  • Jessica Henschen

    E.N. Bisso & Son, Inc. - New Orleans

  • Lonnie Jackson

    Ochsner Health System - Harahan

  • Yasmine Johnson


    Hudson Auto Group - Jersey City

  • Cloreece Knight


    Knight CPA Services, LLC - New Orleans

  • Teresa Krentel

    Ochsner Health System - New Orleans

  • Emily Lohman

    Hannis T. Bourgeois, LLP - Baton Rouge

  • Shelby Major

    Senior Tax Associate

    PriceWaterhouseCoopers, LLP - New Orleans

  • Layne McDaniel

    Managing Member

    Layne R. McDaniel, CPA, LLC - Baton Rouge

  • Ashley McDonald

    Heard, McElroy & Vestal, LLC - Monroe

  • Ashley Michelli

    Anedot Inc - Baton Rouge

  • Niloufer Mohamed

    Allpro Tax & Accounting Services - Baton Rouge

  • Tyler Nichols

    E. Tyler Nichols, JR, CPA/MBA, LLC - New Orleans

  • Seth Norris


    Norris CPA LLC - Ville Platte

  • Demi Robinson-Carter

    Managing Partner

    Demetria L. Robinson-Carter, CPA, LLC - Garyville

  • Darla Saux

    Retired Executive Director

  • Jenny Schiller


    Industrial Solutions Group LLC - Youngsville

  • Martha Stuckey

    V & L Consultants - Baton Rouge

  • Margaret Tauzier

    Senior Manager, Tax

    PriceWaterhouseCoopers, LLP - New Orleans

  • Suzanne Tessier

    Habitat for Humanity Inc. - Baton Rouge

  • Richard Tullier Jr.

    Wegmann Dazet, A Professional Corporation - Metairie

  • Tasha Warren
  • Happy Watsky

    LongueVue Capital, LLC - Metairie