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2065 1st Street
Slidell, LA 70458

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Pontchartrain Investment Management

(985) 605-5066

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

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...

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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...

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

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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.

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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...

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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...

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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...

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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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