Kelly began her career with Chris at John Hancock in 1997 and a lot has happened in those years. The transition to LPL Financial in 1999, the bear market of 2000, September 11 attack, Hurricane Katrina and the 2008-2009 financial crisis. Twenty plus years in small business is rare these days, but Kelly’s commitment has always been to the clients and her team to make sure they are well taken care of. Kelly was here when Chris and Andy founded Pontchartrain Investment Management in 2009 and moved into our Olde Town Slidell office on Carey St. in 2010. She then took on the addition of Steve, Mike and Robin in 2012 as advisors and our final move in 2018 to the 1st Street location. The success as a firm would not have been possible without Kelly and her dedication to the firm, the team and the clients.
Kelly commutes from her home in Metarie several days of the week to our office in Slidell. Despite her full-time schedule with us, she finds time to be a great wife to Jay and mom to two beautiful daughters, Corinne and Candace. We are very grateful to Jay and the girls for sharing Kelly with us.
Kelly graduated from the University of New Orleans with a Bachelor of Science degree. Kelly and her husband enjoy an active lifestyle and are very active parishioners in St. Edward the Confessor parish.
Thank you Kelly for over 20 years with us.