Team

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 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...

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...

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...

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....

As a Certified Financial Planner™, Mike is happiest when he’s spending time with people who want to work toward making the most of their money through financial planning strategies.

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...

Steve specializes in helping clients evaluate their complete financial health to ensure they are building and preserving their assets in the most efficient way