Patricia Besselman-Main, second-generation President of Besselman Wealth Planners, is celebrating the company’s 50th year in business in 2023. Patricia’s father, James Besselman, founded Besselman Wealth Planners in 1973, and Patricia strives to continue his legacy of sound advice and personal relationships.
“One important lesson I’ve learned is not to make assumptions,” says Patricia. “ I spend time working with my clients to define what a ‘comfortable lifestyle’ or ‘retirement’ looks like to them. Not all visions of retirement are the same,” she says. Patricia provides personalized planning specific to each client and that charts a path through all the steps necessary for pursuing clients’ goals.
Patricia has been honored as one of the 2022 Biz New Orleans 500, a New Orleans CityBusiness 2018 Money Maker, and one of Gambit Weekly’s 40 Under 40. Inspired by the management style of a former NYC mentor, she focuses on overall project purpose, allowing her team to collaborate in the decision-making process and honoring their insights.
As one of seven children, Patricia learned early the importance of communication. As a competitive swimmer in college, she learned to value discipline, consistency, and teamwork. Finally, Patricia’s years living abroad taught her adaptability and the value of others’ perspectives. Patricia credits these three significant past experiences for shaping her successful approach to helping others plan for their futures.
Besselman Wealth Planners
754 Papworth Ave., Metairie,
504-831-3506
besselmanwp.com
