TWRU Partners |
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Don W. Brown, CPA, JD
Don@twru.com
Don claims
Baton Rouge as his hometown having lived here since he was five. He received his
B.S. in accounting from Louisiana State University and his Juris Doctorate from
Louisiana State University Law School, and has been practicing as a CPA since
1975. Don’s areas of practice are in IRA distribution planning, and estate and
retirement planning, as well as business and individual income tax consulting.
He has worked for TWRU since 1994 and became managing partner of the firm in
July of 2007.
He and his wife, Judy, have three children and three grandchildren. Don serves
as a member of the board of trustees for First United Methodist Church, has held
various positions with the Louisiana Annual Conference of the United Methodist
Church, and is currently a board member of the United Methodist Foundation of
Louisiana. At the April 2008 General Conference of the United Methodist Church,
Don was elected to serve on the 40 member General Council on Finance and
Administration for the denomination. He is an avid college basketball fan with
an emphasis on the LSU Tigers.
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Kerry G. Uffman, CPA, PFS, CFP, CFA
kerry@twru.com
Kerry Uffman received his B.S. in accounting in 1975 and worked as a CPA for
over 25 years specializing in tax planning, business consulting, financial
planning and portfolio management. In 2001, he founded TWRU Private Wealth
Management, LLC to meet the financial challenges of his long-time, high-income
business and professional clients. Kerry is a member and past president of the
Estate Planning Council of Baton Rouge. He has been a member of the American
Institute of Certified Public Accountants since 1979, a member of the Financial
Planning Association since 1992, and a member of the CFA Institute since 2000. Active in the community, Kerry has served as a past president of YMCA of
Baton Rouge, as well as past chair of the southeastern regional association of
YMCA’s and past board member of the YMCA national organization. He has
volunteered with the Boy Scouts of America and has been a Rotary Club member
since 1982. Kerry has participated in the Texas DFA study group formed by
Dimensional Fund Advisors, as well as in a national roundtable of wealth
managers formed by CEG Worldwide. He is also a graduate of the Baton Rouge Area
Chamber’s “Leadership Baton Rouge” program. Kerry lives in Baton Rouge with his
wife, Cookie, and has three children and two grandchildren. In his spare time,
he likes to travel, play golf and do a little woodworking. |
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Sara Downing, CPA
sara@twru.com
Sara Downing earned her B.S. in accounting from Louisiana State University in
1990. She has worked with TWRU since graduation and became a partner in July
2002. An active volunteer in the Baton Rouge community, Sara is a member of the
Rotary Club and First United Methodist Church. She currently serves on the board
of Volunteers of America and as a sustaining advisor to the Junior League of
Baton Rouge. She also assists with fundraising for both Boys Hope Girls Hope
and American Cancer Services. She is a past president of the Junior League of
Baton Rouge and the Baton Rouge Little Theater Board of Governors. She was a La
Society of CPA’s Public Service Award Nominee and is a graduate of the Baton
Rouge Area Chamber’s “Leadership Baton Rouge” program. In 2005, Sara was honored
as one of Baton Rouge Business Report’s “Top 40 Under 40.” In her leisure time,
she enjoys fishing, cooking and volunteering. |
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Louis A. LoBue, Jr., MBA, CPA
l.lobue@twru.com
Born and raised here in Baton Rouge, Louis earned his Bachelors and Masters of
Business Administration at Louisiana State University in 1971 and 1972
respectively. Louis has been a tax advisor to businesses and individuals since
1982 and has experience as a stockbroker and financial planner. Louis and
his wife Laurie have been married since 1969 and they have four children and two
grandchildren.
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