TODD TAUZIN - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the SENIOR LEADERSHIP TEAM
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Much like our advisors help create clarity and efficiency in our clients' financial worlds, Arleen provides clarity, focus, and accountability for our practice. She consults with Todd and oversees our long-term strategy for business development and succession, ensuring our clients have a strong, enduring firm in which to entrust their wealth and their futures.
Arleen works primarily on the business itself, coaching our team members and helping develop specific roles, responsibilities, and goals within our practice. With her more than 40 years in the financial services industry, she is incredibly skilled at identifying inefficiencies and growth opportunities in our daily operations, processes, and communications. She joined our team in 2020, and much of her job is to ensure our firm's values and goals are reflected in the way we operate, the professionals we hire, and our culture as a team. Overall, her mission is to use her unique strengths-like business strategy, discernment, and organizational clarity-to keep our practice running with excellence so Todd and our other advisors can focus on what they do best-coaching and caring for clients.
In her spare time, Arleen loves being with her family and friends. She currently lives in Fort Worth, Texas, with her husband Frank and their Australian Labradoodle puppy, Tessa. Together, they enjoy boating, traveling, exercising, and spending time outdoors. They have 2 adult children and four beautiful grandchildren.
Job Titles:
- Vice President, Investment Products
Job Titles:
- Member of the FIXED INCOME TEAM
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the PRIVATE CLIENT SERVICES TEAM
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the PRIVATE CLIENT SERVICES TEAM
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the PRIVATE CLIENT SERVICES TEAM
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research
Hayden helps manage client accounts to ensure they're continually in line with our clients' visions of success. By building long-term relationships, his goal is to help multiple generations of clients better understand and optimize their financial strategies as they grow. He helps create and analyzes investment portfolios, establishing a plan that suits each client's risk tolerance, savings goals, and timeline. In his role, Hayden also works with business owners to provide guidance and benchmarking for employer-sponsored retirement plans.
Hayden and his wife Kelsey live in Madison, Mississippi. Together, they enjoy watching The Office, vacationing at the beach, and taking the occasional weekend trip to watch Mississippi State baseball. In his free time, Hayden also likes to golf, watch college football and baseball, and hang out with friends and family.
Job Titles:
- Associate Portfolio Manager, Equities
Job Titles:
- Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Member of the NMWMC INVESTMENT CONSULTANT TEAM
Job Titles:
- Manager Research and Senior Research Analyst
Job Titles:
- Member of the SENIOR LEADERSHIP TEAM
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC INVESTMENT CONSULTANT TEAM
- Senior Director, Advisory Investments
Job Titles:
- Senior Portfolio Manager, Equities
Job Titles:
- Member of the FIXED INCOME TEAM
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Director of Operations and Client Service
Natalie joined our team in 2021 and assists in the underwriting process for our firm's new insurance clients. She also helps current clients manage and update their policies.
She lives in Madison, Mississippi, with her husband Sean and their sheepadoodle, Hugo. In her spare time, she enjoys reading, exercising, traveling, and spending time with her family and friends.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager, Fixed Income
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC INVESTMENT CONSULTANT TEAM
- Senior Investment Consultant
Tanya plays a vital role in making sure our clients feel important, informed, and like part of the Tauzin Wealth Management family. She oversees our firm's marketing, coordinates client events, community outreach, and manages our social media. She also coordinates with our advisors and manages client scheduling and acquisition. In everything she does, Tanya's goal is to build strong, trusting relationships with our clients.
Tanya has a bachelor's degree in education from the University of Mississippi and joined the financial services industry in July 2013. She lives in Madison, Mississippi, with her husband Clark and their Havanese, Pepper. They have two adult children, twins Grant and McKenzie. In her free time, Tanya likes to run, travel with Clark, spend time with their kids, and take care of Pepper.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services