2065 1st Street
Pontchartrain Investment Management is a team of financial advisors with diverse backgrounds. Our common vision is to provide independent, comprehensive financial planning and investment management to help clients pursue their goals. With experience and expertise in retirement planning, estate planning, insurance, and investment management, our team is well positioned to provide effective insight and advice. The name Pontchartrain and our logo, the Rigolets Lighthouse, evoke a sense of family and community in our region, the same ideals that form the foundation of our work with our clients.
The important life goals of our clients deserve personal attention, professional advice, holistic planning, and independent investment management based on an independent financial advisor’s responsibility to focus on the needs of our clients and their families. We understand the importance of constructing and implementing flexible plans and strategies to match the unique goals of our clients.
Our team spends some time getting to know you and your goals and dreams. We collaborate as a team to address your most immediate needs, construct longer term plans, and implement and monitor those plans to help you manage and preserve your wealth.
LPL Financial Advisor
Andy Prude (Managing Partner, LPL Financial Advisor) has worked in the financial services industry forover 25 years....
Chris Nogues (Managing Partner, LPL Financial Advisor) has worked as a financial advisor for over 27years...
Dan has been working in the financial services and investment industry since 1993....
We are excited to share that Jonathan Fredericks has joined our team as an LPL Financial Advisor. As a member of our team, Jonathan will help guide our clients through the financial planning process, incorporate new technologies to...
Client Operations Director
A New Orleans native, Kelly Hebert has worked in the financial service industry for over 24 years...
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 is 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 32 years as a Financial Advisor and affiliated with LPL since 2002. She joined Pontchartrain Investment Management in early 2013 where she has been working with her clients...
Steve specializes in helping clients evaluate their complete financial health to ensure they are building and preserving their assets in the most efficient way