754 Papworth Ave,
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!
CFP® - President
For nearly twenty years, Patricia has worked closely with business owners and individuals who have a real desire and commitment to plan for their future.
With over 20 years of experience in banking and finance, Vicky works directly with individuals and business owners to develop and implement personalized, comprehensive strategies to help pursue their unique financial goals.
Client Services and Operations Specialist
As Financial Professional Associate, Taylor is an integral part of ensuring that clients receive top-tier service. She has been with the Besselman Wealth Planners team...
Director of Marketing and Client Services
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...