Client Services and Operations Specialist
As a Registered Assistant, Taylor is an integral part of ensuring that clients receive top-tier service. She has been with the Besselman Wealth Planners team since 2012, and in that time has earned her Series 7 and Series 66 securities registrations, her Life, Health, and Disability Insurance License, and studied social security claiming strategies. She recently completed a financial planning program for individuals in the financial industry and is currently studying to earn her Certified Financial Planner™ Certification. Taylor is instrumental in the day-to-day operations of our office and works closely with clients under the financial advisor's direction to help meet their needs.