A New Orleans native, Kelly has been involved in the wealth management field for over 17 years. Currently working in Client Operations, Kelly is charged with guaranteeing all current and prospective clients receive the best customer experience available. Additionally she supports the five Pontchartrain Investment Management advisors with over 75 years of experience. Along with these responsibilities, she also ensures that compliance and regulatory processes are met.
Kelly graduated from the University of New Orleans with a Bachelor of Science degree in Business Communication and Office Systems. Along with her husband and two daughters, they are very active parishioners in St. Edward the Confessor parish.