Patrick W. Suffern CPA, CLU®, AEP®, CPFA™
Patrick W. Suffern, CPA, CLU®, AEP®, CPFA™ is a Principal and Shareholder of Becker Suffern McLanahan. Patrick 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. Patrick has participated as a board member of the Catholic Community Foundation and St. Mary’s Dominican High School. He is a frequent speaker in financial, retirement, and estate planning. Patrick is also a member of the New Orleans Estate Planning Council having served as its president in 2021. Patrick is a member of AICPA and Louisiana Society of CPA’s. He received his Bachelor of Science in Accounting from Louisiana State University in 1981 and continues his involvement at LSU serving on the Dean’s Advisory Council of the E.J. Ourso College of Business.
With over 40 years of experience in the financial services industry, Patrick has extensive background in private wealth management and the retirement plan space. He provides comprehensive financial planning and investment management services to individuals, families, businesses, and employers. His mission is for all clients to experience financial security and a greater sense of confidence in achieving their personal financial goals or those of their organization.