Patrick W. Suffern, CPA, CLU, AEP is a Principal and Shareholder of Becker Suffern McLanahan. Pat received a B.S. in Accounting from Louisiana State University in 1981. From 1982 to 1991, he practiced in the Tax Department of KPMG Peat Marwick in New Orleans where his primary responsibilities included Employee Benefits Consulting, Estates, Trusts and Personal Financial Planning.
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. Learn More.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Learn More.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Learn More.
We manage assets for individuals and families, providing investment management, and financial planning services.
Brian P. Becker AIF®, CLU, CPFA is a Principal and Shareholder of Becker Suffern McLanahan. His current responsibilities include Marketing and Director of Executive and Corporate Benefits. Brian is a qualifying member of the Million Dollar Round Table and Northshore Estate Planning Council. Brian received his MBA from the University of New Orleans in 1991 and his B.S. in Economics/Finance from Southern Methodist University in 1989. From 1991 through 1996, he was an Assistant Vice President in the Commercial Lending Group at First National Bank of Commerce.
Timothy McLanahan, CLU, ChFC, AEP is a Principal and Shareholder of Becker Suffern McLanahan. Tim has studied extensively in the general field of Estate Planning obtaining his Chartered Life Underwriter degree and Chartered Financial Consultant degree. Additionally, he has been designated as an Accredited Estate Planner.
Tim is a graduate of Tulane University receiving his Bachelors of Science degree in Management. He currently serves on the Archdiocese of New Orleans School System Financial Advisory Board, Girl Scouts of Southeast Louisiana Finance Committee, and the Academy of the Sacred Heart Finance Committee.