Headquartered in Mandeville, Louisiana, Becker Suffern McLanahan is an innovative consulting and brokerage firm specializing in Wealth Management, Executive Benefits, and Employee Benefits. Founded in 1961, this firm currently serves over 200 retirement plans with over $500 million in assets under management. Using advanced technology and consulting expertise we provide a variety of value-added professional services to our clients. These solutions reduce client costs, increase efficiency, and improve employee satisfaction.
With over 120 years of industry experience and know-how among the principals, we support your company as a trusted advisor in the benefits and HR industry. Our team includes specialists in areas such as benefit plan design and implementation, HR consulting and advice, retirement and financial services just to name a few.
John D. Becker, CLU is the Founder and a Shareholder of Becker Suffern McLanahan. John founded the firm in 1961. His clients benefit from his 50 years of professional experience. John is nationally recognized as one of the leading experts in estate planning and wealth transfer. John is a life and qualifying member of the Million Dollar Round Table and a Member of the New Orleans Estate Planning Council. He is also well known from his involvement in civic and community causes including serving on the boards of the Catholic Foundation, Christian Health Ministries Foundation, Metropolitan Crime Commission, Greater New Orleans Foundation and as a member of the Finance Council of the Archdiocese of New Orleans among many others. John received his B.S. in Physics in 1961 from Loyola University.
Patrick W. Suffern, CPA, CLU 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.
Brian P. Becker AIF® 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.
Joe Luquet is a Vice-President with Becker Suffern McLanahan. He has over 35 years of experience in the employee benefits and managed care field and his principal responsibilities are in the growth, development and management of Becker Suffern McLanahan Corporate Benefits. His experience includes all areas of employee benefits (Group Life, Disability, Dental, Medical and Voluntary products) for employers of all sizes. Over the past 24 years, he has been a Third Party Administrator (TPA) owning his own company and merging it with Gilsbar, Inc. in 1989. As Vice-President of the Employee Benefits Division of Gilsbar, he was responsible of the sales and plan management of numerous self-funded medical clients. His years as a TPA established him as an authority in the Medical Excess Risk (Stop Loss) market place. He understands what is required to administer medical plans, manage claims and service corporate clients and their employees. Joe holds a Bachelors Degree in Marketing from Southeastern Louisiana University.
Patricia C. Marcomb, CPA is Vice-President of BSM Consulting Group serving as the Director of Consulting and Plan Administration services. Ms. Marcomb has over 25 years of experience in all aspects of the qualified plan retirement plan area of employee benefits. Her current responsibilities include supervision of the daily operations of the defined contribution staff. Ms. Marcomb currently assists her clients with plan design, installation and compliance for their qualified retirement plans. Prior to her employment at BSM Consulting Group, she was Vice President at Hibernia National Bank where she managed the Retirement Plan Services Department. She is a member of the Society of Louisiana Certified Public Accounts, the American Society of Pension Actuaries, and the Association of Employee Benefit Planners of New Orleans. Ms. Marcomb has a Bachelor’s and Master’s degree from the University of New Orleans. She is also a frequent speaker on various employee benefit topics.
Diane N. Satter is the Director of the firm’s Insurance Division. She has more than 25 years of experience in the insurance industry having worked extensively in case design, marketing and underwriting for wealth transfer and executive benefit plans.
She is responsible for coordinating all phases of the individual and group insurance process, including underwriting and client services. Her past experience includes working in the regional offices of major insurance carriers where she managed office staff and directed agency marketing efforts. She specialized in non-qualified deferred compensation and wealth transfer.
Diane is a member of The American College and working toward her CLU designation.