Ericksen, Krentel & LaPorte Brings Tax-Optimized Financial Advice to New Orleans

Local accounting and consulting firm expands to offer holistic wealth management to clients

NEW ORLEANS--()--Ericksen, Krentel & LaPorte, a full-service accounting and consulting firm, is proud to announce that it will become the first tax-optimized wealth management firm to serve the greater New Orleans area. The firm will combine the dynamic skills of CPAs with those of comprehensive financial planning to help its clients accumulate, protect and transfer wealth.

“As our clients’ trusted advisor, we firmly believe that we must go beyond the numbers to provide financial advice that is specifically designed to meet their needs,” says Kevin Neyrey, managing partner of Ericksen, Krentel & LaPorte. “As CPAs with a comprehensive knowledge of our clients’ entire financial picture, we are in a unique position to focus on opportunities that make the greatest difference to business owners, individuals and families.”

Voted “#1 Best Place to Work” in 2012 by New Orleans City Business, the firm has a history of attracting some of the best and brightest talent in the area. This continues with the addition of Bill Hodapp, a CPA and CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience, and the firm’s partnership with 1st Global, a research and consulting organization with 21 years of experience partnering with the nation’s leading CPA firms that offer wealth management services, to increase the level of service and expertise at the firm. Hodapp brings with him a thorough understanding of investment advisory services, income and estate tax laws, and holistic wealth management.

As part of this new, integrated business model, the firm is rebranding itself as Ericksen Krentel Financial Group. This new name will better communicate the full suite of services that Ericksen Krentel Financial Group provides to its clients.

“We are committed to serving our clients as their needs evolve. We look forward to developing meaningful relationships with them as we work together to solve their complex and sophisticated financial situations,” says Neyrey.

About Ericksen, Krentel & LaPorte

Ericksen, Krentel & LaPorte believes that serving as the clients’ most trusted advisor is founded in going beyond the numbers to provide truly personal financial life advice. Based in New Orleans, the firm’s holistic approach includes investment, tax, retirement, estate, risk management and business consulting services to help its clients accumulate, protect and transfer wealth. Find out more about the firm at www.ericksenkrentel.com.

About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 400 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Drive, Suite 1200 in Dallas, Texas 75251; (214) 294-5000. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.

Contacts

1st Global
Ryan George, 214-294-5430
rgeorge@1stGlobal.com

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Contacts

1st Global
Ryan George, 214-294-5430
rgeorge@1stGlobal.com