We are committed to working alongside our clients to provide them with the peace of mind that comes from a personalized, high-value financial planning experience. With years of experience and a dedication to continuous improvement, the team at CONA Wealth works together to serve our clients.
Richard Eddy, CIMA®
Co-Founder of CONA Wealth, Rich has been active in the financial planning and investment management business since 2005. His has experience in a wide range of financial planning topics and especially enjoys working with entrepreneurs and small business owners.
As the Director of Investment Strategies, Rich oversees the investment portfolios for all of the firm’s clients and is instrumental in making sure that our clients’ portfolios are optimized and aligned with their financial plans.
Rich is a Series 65 licensed investment advisor representative, a licensed insurance agent in California (Lic. #0E76495) and several other states.
Kelly Landry, ChFC®
Co-Founder and Director of Financial Planning for CONA Wealth, Kelly has over 20 years of financial planning experience. She specializes in retirement accumulation and income planning, risk management, and estate planning strategies.
Kelly is a Series 65 licensed investment advisor representative and a licensed insurance agent in Missouri (Lic. #8335435), California (Lic. #0C63534) as well as several other states.
Patti Ortiz
Patti serves as CONA Wealth’s Operations & Client Relationship Manager and is responsible for the day-to-day operations of the office. She is an invaluable part of our operations, interacting with our clients as well as our service providers to make sure that everything runs smoothly.
From scheduling meetings to handling client service requests, she is always the first point of contact.
Our Back Office Team
Change Path, LLC serves as our Registered Investment Adviser firm and provides compliance, technology, and additional support services that allow us to serve our clients. The ChangePath team is made up of many talented people and are always an email or a phone call away when we need them.
Outside Professionals
Our job is to serve as our clients’ “financial concierge” so that they can direct any financial question to us. If we don’t know the answer, or we need to bring in additional expertise, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.
Many of our clients have existing relationships with other professionals and we are, of course, happy to work with them to coordinate services that best serve our clients.
Is this the kind of team you want standing by your side? Do you think you might like working with our team? Find out if our expertise is a good match for your needs.