Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Featured Team Member

Andy has been advising clients since 1994 beginning his career as a financial advisor with Legg Mason Wood Walker and spending over 12 years with Merrill Lynch as an advisor and Assistant Vice-President. With this experience, he chose...

Chris Nogues

Chris has been advising clients since 1993, beginning his career with JOHN HANCOCK. Chris chose to affiliate with LPL Financial in 1999 and helped form Pontchartrain Investment Management.Chris graduated from Holy Cross in 1985, earned...

Steven Kernahan

After five years of service in the Naval submarine force and 10 years in the corporate world as a manager with Procter and Gamble, Steve Kernahan is now focused on his true passion: helping people live their best lives.Steve...

Mike Rich

Mike entered the financial services business in 2008, after a successful and varied 33-year career in oil exploration and information technology research and development. Mike’s work with individuals and business owners include...

Robin Oddo

Robin has been advising clients for over 25 years as a Financial Advisor and has been affiliated with LPL since 2002. She joined the team of Pontchartrain Investment Management in early 2013 where she looks forward to working with her...

Kelly Hebert

A New Orleans native, Kelly has been involved in the wealth management field for over 20 years. Currently working in Client Operations, Kelly is charged with guaranteeing all current and prospective clients receive the best customer...

Dan Meeker

Dan has been working in the financial services and investment industry since 1993. He started at Legg Mason then left to create his own firm, Meeker Investments, where he eventually supervised 5 Registered Representatives. He is...

LuAnn Farrell

LuAnn Farrell joined our firm in July 2018 as our new Office Manager. She started in the financial industry in 1995, has worked for a number of financial firms located across the country and currently Series 7 and 63 licensed with LPL....

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