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Team

When James M. Besselman started Besselman & Associates over 45 years ago, he had a passion to provide a high level of service and a personal touch to investment planning. He built our firm to what it is today and we continue to stand by our founding principles of commitment, compassion, and personalized plans. All of our advisors get to know their clients on both professional and personal levels and work toward their goals. Meet us below!

Patricia Ann Besselman-Main - President

CERTIFIED FINANCIAL PLANNER™ (CFP®) -President

504-831-3506

For more than ten years, Patricia has worked closely with business owners and individuals, in the Greater New Orleans area, who have a real desire and commitment to plan for their future and maximize their financial resources. Patricia...

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J. Ronald Atchley

Financial Advisor

504-831-3506

With over 30 years in the industry, Ron has an extensive background as a stock broker, specializing in fixed income securities and individual stock holdings. Attracted by the advantages of working as an independent financial advisor,...

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Vicky E. Laborde

CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Asset Management Specialist (AAMS®)

504-831-3506

With over 15 years of experience in banking and finance, Vicky has spent the last 6 years working directly with individuals and business owners to develop and implement personalized, comprehensive strategies to realize their unique...

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Taylor Watson

Client Services Assistant

504-831-3506

When it comes to explaining what Taylor does for our office, Lagniappe is the best word! Taylor started with Besselman Wealth Planners in 2012, and has worked her way through various roles while earning her Life, Health, and Disability...

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Nancy J. Gerard, Fellow Life Management Institute designation (FLMI)
 

Office Manager

504-831-3506

Nancy has been with Besselman & Associates for over 33 years managing daily operations, client inquiries, and corporate financials. As many of our clients already know, she is a real force behind our operation. Nancy received her...

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