Our Team
At CONA Wealth, we believe that the foundation of success lies in building long-term relationships, both with our clients and within our team. Our commitment to collaboration and trust is exemplified by the enduring partnership of Kelly Landry and Richard Eddy, who have worked together since 2005. Together, we foster an environment where shared values and mutual support drive our mission to provide exceptional service and guidance.
PERSONAL FINANCIAL STRATEGIST
Kelly Landry, ChFC®, CDFA®
Kelly Landry, ChFC®, CDFA® is Co-Founder and Director of Financial Planning at CONA Wealth, where she has guided individuals, families, and business owners toward financial confidence since 1999. With more than 25 years of experience, Kelly takes a holistic, relationship-driven approach to wealth management—helping clients align their money with their goals and values.
As Director of Financial Planning, Kelly oversees the creation and coordination of personalized client strategies, integrating retirement income and accumulation planning, risk management, tax efficiency, estate and legacy design, and business succession.
Known for her creative problem-solving and strategic approach, Kelly is passionate about helping each client maximize the value of their investments, ensuring alignment between their business and personal financial goals. She is also deeply committed to helping clients navigate major life transitions, such as widowhood or divorce, with clarity and confidence.
Kelly holds the Chartered Financial Consultant (ChFC®) and Certified Divorce Financial Analyst (CDFA®) designations and earned her Bachelor of Arts in Management with a Specialization in Entrepreneurship, graduating summa cum laude from Northcentral University. She continuously pursues advanced education to deepen her financial expertise and deliver sophisticated planning strategies to her clients.
Beyond her work, Kelly is dedicated to community service. Since 2010, she has been an active member of Soroptimist International of the Americas, a global nonprofit supporting the education and economic empowerment of women and girls. She currently serves as Secretary for the Soroptimist South Central Region, which spans seven states.
Through her expertise and insight, Kelly empowers clients to make informed, values-driven decisions that foster clarity and peace of mind. Her clients trust her to bring structure, creativity, and confidence to every stage of their financial lives.
The mark of ChFC® is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the ChFC® if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements.
INVESTMENT MANAGEMENT PLANNING
Richard Eddy, MBA, CIMA®
Richard is Co-Founder and Director of Investment Strategies at CONA Wealth, where he has served clients as a financial advisor since 2005. With over 30 years of entrepreneurial experience, Rich brings a unique perspective shaped by multiple entrepreneurial pursuits including a $2M+ revenue industrial/aerospace manufacturing business—giving him firsthand insight into the real challenges business owners face daily.
As Director of Investment Strategies, Rich leads the development and implementation of investment solutions tailored to each client's unique goals and circumstances. He specializes in helping lifestyle entrepreneurs optimize their personal and business finances for growth, sustainability, and—most importantly—the quality of life they envisioned when they started their ventures. His holistic approach bridges the gap between financial planning theory and the practical realities of running a successful business.
Rich holds an MBA and the Certified Investment Management Analyst (CIMA®) designation. He is also an Accredited Small Business Consultant® (ASBC®) and holds the Certified in Blockchain and Digital Assets (CBDA) designation, reflecting his commitment to staying at the forefront of emerging financial technologies and trends.
Known for his practical, results-oriented approach, Rich is passionate about empowering entrepreneurs to achieve financial success without sacrificing their lifestyle goals. His clients value his ability to understand both sides of the equation—the complexities of business ownership and the importance of personal financial security—and trust him to deliver strategies that work in the real world.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
MARKETING & OPERATIONS COORDINATOR
Toni Pogue
As a business owner with extensive experience in project management and marketing, Toni combines client insight with exceptional communication skills in her role at CONA Wealth. She works with clients as a paraplanner and leads many marketing and communications efforts for our company. Her goal is to help our clients attain the highest level of financial security possible for themselves and their families.
Toni has worked in marketing and communications in several industries, including healthcare and environmental services. She particularly enjoys making complex information more accessible to everyone through web, email, and other communication channels.
CLIENT RELATIONSHIP MANAGER
Patti Ortiz
As the Administrative Assistant at CONA Wealth, Patti plays a key role in keeping daily operations organized and efficient. She supports the advisors by preparing client paperwork, managing communications, and ensuring that everything runs smoothly behind the scenes. With over a decade of experience as an Office Manager at a Title and Escrow firm in Northern California, she brings a strong background in administrative support, client service, and detailed process management.
After stepping away from the workforce for three years to raise her children, she joined CONA Wealth, drawn to the firm's integrity and client-first values. Her return to the professional world has been marked by a renewed appreciation for teamwork, organization, and the opportunity to help others reach their financial goals. She has been with CONA Wealth since 2007.
Outside of work, she enjoys traveling, photography, and spending time at the beach. A lifelong explorer at heart, she finds joy in capturing memories through her camera lens—her next big adventure is a cruise to Japan.