Team

For more than fifteen 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.

With over 43 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,...

With over 20 years of experience in banking and finance, Vicky has spent the last 10 years working directly with individuals and business owners to develop and implement personalized, comprehensive strategies to help realize their unique...

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...

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...

Jessica joined the Besselman team in February of 2019. As our Marketing and Client Relations Associate, she is responsible for efforts in marketing, communication, and business development. Jessica graduated from Loyola University with...