The employees of Besselman & Associates each bring their own complementary strengths to the company. Our diverse specialties and range in ages ensure our insurance and financial services boutique will continue to proficiently serve our clientele for generations to come.
James M. Besselman, Sr. – Chairman
CLU, ChFC, A Registered Principal Financial Advisor
James M. Besselman, Sr., founder of Besselman & Associates, with over 45 years of experience in the insurance and financial services industries, presently keeps a strong focus on estate planning and asset management.
Jim is a member of the New Orleans Estate Planning Council, the Financial Planning Association of Greater New Orleans, the National Association of Insurance and Financial Advisors, and the Metropolitan Crime Commission. He is a past president of the General Agents and Managers Association, the Rotary Club of Metairie and Operation Smile, Louisiana Chapter.
Originally from St. Rose, Louisiana, Jim graduated from Holy Cross High School and received his degree in Business Administration from Tulane University. He still bleeds green for his Green Wave teams. Currently Jim and his wife reside in River Ridge and are the proud parents of seven children.
Patricia Ann Besselman-Main – Managing Partner
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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 brings a wealth of specialized knowledge to her clients, helping them understand how to manage their investments through the ups and downs of the market, and craft solid plans to reach their financial goals. As a CERTIFIED FINANCIAL PLANNER™ she has undergone the extensive certification process for CFP professionals, which entails a demonstration of thorough knowledge in a diverse mix of financial topics, including retirement, investments, insurance, taxes, financial planning and estate planning.
This breadth of knowledge allows her to provide comprehensive investment and planning services to successful individuals with complex needs, in both business and personal financial matters. For example:
Patricia partners with business owners through all stages of their business' life cycle, from the early growth years, through the process of attracting and retaining quality employees, all the way through to succession planning. She helps them mitigate risks associated with business ownership and provides strategies for the business owner and their family to continue to reap the financial benefits of their corporate success as they grow.
Patricia's work with individuals addresses the insurance, investment and estate planning needs of that individual client and their family. She provides personalized planning that is specific to each client, and that clearly charts a path through all the steps necessary to assist them in reaching their goals. She works closely with clients to identify their retirement goals, and to then review assets and direct their savings toward providing lifetime income. She pinpoints areas that may be exposed to risk, and advises on adjustments as family and personal needs evolve over time, and through life's changes.
Originally from the Greater New Orleans area, Patricia received her Bachelor of Science from Rice University. She pursued studies and work abroad, traveling and living in Sydney, London and New York, and working in the marketing and public relations industry before returning to her hometown in 2004 to join her father as a partner at Besselman & Associates. Her involvement in her local community has since grown to include membership in the New Orleans Estate Planners Associates, as well as leadership roles in the East Jefferson Business Association, the March of Dimes Spotlight on Success, the Jefferson Drainage Canal Design Competition, Board Member of the Jefferson Chamber, 2014 Chair of the Jefferson Chamber Young Professionals Committee and a supporter of a number of philanthropic organizations. Patricia is a 2014 recipient of the Gambit Magazine's "40 Under 40" award.
As per Patricia: "I am incredibly fortunate to have the opportunity to continue to support so many wonderful community members in achieving long-term personal and professional financial success. My goal is to build upon the solid foundation of unparalleled customer service established by my father, and to grow Besselman & Associates into a truly multi-generational service provider, enabling our clients full access to comprehensive financial guidance through their lifetime, their retirement, and into the next generation."
Patricia is a 2014 recipient of the Gambit Magazine "40 Under 40" award.
J. Ronald Atchley – Financial Advisor
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, he joined Besselman & Associates in 2003.
Ron is on the Board of Governors at Shriners Hospital and the Board of Trustees at Centenary College of Louisiana.
Ron received his Bachelor of Science in Business from Centenary College of Louisiana and completed the formal training program for registered representatives at the New York Institute of Finance. Ron resides in the New Orleans area.
Vicky E. Laborde - Financial Advisor, CFP®
Accredited Asset Management SpecialistSM (AAMS®),CERTIFIED FINANCIAL PLANNER™
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 financial goals.
Having successfully completed the intensive education and Board examination requirements for the Certified Financial Planner™ designation: Vicky utilizes her knowledge and experience to help clients with comprehensive financial planning that may include: creating a retirement savings or income plan; funding children’s or grandchildren’s education; managing assets for appropriate return and risk management; addressing estate planning and wealth transfer considerations; protecting against the various risks to financial security; and assisting clients when making important financial decisions during times of transition such as divorce, death, retirement or other significant life changes. Vicky also advises small business owners in areas such as employee benefits, retirement plans and succession planning.
Vicky received her Bachelor of Science degree from Ball State University and went on to obtain a Master of Arts degree in Organizational Communication. Originally from Indiana, Vicky has lived in the New Orleans area with her husband, a local from Metairie, and their two children since 2000. She is proud to be part of this great community and call New Orleans home. Vicky is a member of the Women’s Professional Council of New Orleans, the Junior League of New Orleans and supports several other community service organizations and projects.
Per Vicky, “My mission has always been to make a significant positive impact on the lives of my clients. Only by really getting to know my clients and what is important to them, am I able to recommend appropriate strategies. Their trust and confidence is an honor and responsibility I take very seriously. Their success is my success. I am thrilled that at Besselman & Associates, I am able to serve clients more deeply and provide the highest level of personalized service.” Contact Vicky
Nancy J. Gerard – Office Manager
Fellow Life Management Institute designation (FLMI)
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 Bachelor of Science from Harry S. Truman University. She is married and resides in Lacombe, Louisiana.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.