Christine Guidry Berwick, MBA, CPA

Financial Advisor

Lafayette

Christine has been consulting with small business owners and their families for more than a decade. She pursued her MBA to develop a broader understanding of all the factors involved in running a successful business.

With every engagement, she starts at the beginning – working with the client to break down each goal and document how to reach it. She coaches the ability to plan appropriately for tax requirements, capital investment needs, business expansion and other considerations. Having seen the local economy in south Louisiana rise and fall, she helps clients navigate when cost cuts are the answer, and develop realistic budgets to ride out the storm.

Whether Christine is tackling a complicated, multi-state tax issue, or revising a budget to ensure healthy cash flow, she’s a first-rate problem solver who welcomes new challenges. She presents holistic, forward-thinking advice that keeps the long game in focus.

Everything starts with building a relationship and earning trust. I’ve been privileged to work with and earn the trust of deeply knowledgeable clients who have great experience in their industry – my job is to help them think about their business at a higher level so we can plan appropriately for the long term.

— Christine Guidry Berwick

PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS

  • Registered Representative, Avantax Investment Services℠
  • Has passed FINRA Series 7 and Series 66 exams
  • M.B.A, University of Louisiana at Lafayette

CIVIC AND PROFESSIONAL ACTIVITIES

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants