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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

  • Chair

    Vanessa Claiborne

    President & CEO

    Chaffe & Associates, Inc - New Orleans

  • Staff Liaison

    Misean Reed

    Society of Louisiana CPAs - Metairie

Members

  • Craig Cheramie

    Cheramie Financial Services - Harahan

  • Roger Cunningham

    Partner

    Thomas, Cunningham, Broadway & Todtenbier CPAs - Natchitoches

  • Hardy Foreman

    Carr, Riggs & Ingram, LLC - Shreveport

  • Jeremy Klibert

    Faulk & Winkler, LLC - Baton Rouge

  • Brandon Lagarde

    EAG Gulf Coast, LLC - Baton Rouge

  • Craig Lebouef

    Going Sebastien Fisher & LeBouef, LLP - Opelousas

  • Craig Lewis

    Lewis Financial Group, LC - Shreveport

  • Skip Lloyd

    CPA

  • Jason MacMorran

    Director, Consulting Services

    EAG Gulf Coast, LLC - Baton Rouge

  • Mark Margavio
  • Ashley McDonald

    Heard, McElroy & Vestal, LLC - Monroe

  • Anne Oestriecher

    Oestriecher Financial Mgmt. Services - Alexandria

  • Colleen Reese

    Business Valuation;Tax Compliance

    Southern Wealth Management, LLP - New Orleans

  • Austin Robertson Jr.

    Of Counsel

    Cole, Evans & Peterson, CPAs - Shreveport

  • Carolyn Rosendale

    C Rosendale CPA - Baton Rouge

  • John Schmidt

    Tax Managing Director

    Pelican CPAs & Advisors, LLC - Shreveport