Client Services Assistant
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 insurance license and her Series 7 securities license. Taylor is instrumental in the daily operations and practice of our office and works closely with our clients to ensure they receive the customer service that is expected.
Taylor received a B.A in Finance from Loyola University New Orleans. She is a graduate of the Patrick F. Taylor Science and Technology Academy and a high school graduated of New Orleans Center for the Creative Arts (NOCCA/Riverfront) where her discipline was Jazz Instrumental Music.
Taylor is passionate about her work with Besselman Wealth Planners and is excited about her ongoing growth with us. She looks forward to helping you with any questions you may have!