Tauzin Wealth Management
Our team believes in a comprehensive strategy that helps you make the best long-term financial decisions. We are passionate about getting to know you and developing a plan that will help you achieve financial security.
My parents, who grew up poor during the Great Depression, taught me the value of hard work and making sacrifices for the future. They had a long-term financial plan that influenced their decisions and enabled them to save for retirement. Because of their model, I developed a strong work ethic and an understanding of how to behave when I am faced with short-term desires: I always stop and consider whether I should “spend now or save for later.”
The values my parents instilled in me fueled my passion to be at the center of my clients’ financial lives. Over the past three decades, I have expanded my financial expertise and assembled a world-class team to better help my clients build a plan for a lifetime of financial security.
Outside the office, I love spending time with my family. I enjoy the outdoors whether I am biking, running, snow skiing, bird hunting with my dad, or hanging out with my dogs, Henry and Clarence. I live each day remembering my parents’ wise words: Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful...... and I love what I do.
Trey has been part of Tauzin Wealth Management since July 2013. As an Associate Wealth Management Advisor, he works with clients to build comprehensive financial plans and help them achieve financial security. A graduate of the Honors College at The University of Mississippi (with a double major in Public Policy Leadership and Mathematics), Trey and his wife Emelia have two daughters Virginia-Pearl, Charlotte-Anne, and a son Jack. Trey loves learning and exploring. This is best expressed in his personal life through visiting new places: crossing the border into North Korea, shark diving in South Africa, or simply discovering more about Mississippi. If he is not able to make it out of the house, he also enjoys watching historical period TV shows and YouTube.
Best financial advice ever received: Be serious about budgeting!
Best part of working at Tauzin Wealth Management: Establishing connections with clients and becoming an integral part of their lives, whether it is exciting news about an engagement, career change, or long-planned vacation.
Tanya has been part of Tauzin Wealth Management since July 2013. As the Chief Marketing Officer, she is responsible for client scheduling, brand marketing, and client appreciation and educational events. She is a graduate of the University of Mississippi with a Bachelor’s degree in Education. Tanya and her husband Clark have boy/girl twins, Grant and McKenzie, who have recently graduated from Mississippi State University. Tanya enjoys running, traveling with her husband, spending time with her kids, and taking care of her Havanese dog Pepper.
Best financial advice ever received: Spend a little now to save a lot later.
Favorite part of working at Tauzin Wealth Management: Meeting different people and knowing I am helping them plan for the future.
Hayden joined Tauzin Wealth Management in July 2019 after receiving his Bachelor’s degree in Business Administration and Finance at Mississippi State University. As an Associate Financial Representative, he is responsible for building financial plans, servicing client insurance policies, and tracking internal performance metrics. Hayden enjoys hanging out with his family, spending his weekends on the golf course, and watching The Office on Netflix.
Best financial advice ever received: Never stop investing in yourself.
Favorite part of working at Tauzin Wealth Management: Working with a group of intelligent and personable individuals who prioritize our client’s financial security and build lasting relationships with clients and coworkers.
Brandon has been a part of Tauzin Wealth Management since April 2020. He completed his education at Mississippi State University in December of 2020 where he earned his Bachelor’s degree of Business Administration (B.B.A.) in Finance. As an Associate Financial Representative, he is responsible for building financial plans, client risk product service, client acquisition, investment support, and tracking performance metrics. Brandon enjoys spending time with friends and family, staying active in his free time, and being outdoors whenever possible.
Best financial advice ever received: Start saving and investing now. Time horizon is the most important thing to take advantage of when planning for a financially secure future.
Favorite part of working at Tauzin Wealth Management: Getting to work with a team that views our day-to-day operation as an opportunity to serve others. We have the great fortune of serving people in a way that helps take away the burden of managing their financial future, giving them the chance to spend their time and effort doing what they love.
Hannah joined Northwestern Mutual in May of 2021. Hannah graduated from Mississippi State University with a Bachelor of Accountancy in 2016. As an Associate Financial Representative, she assists high-net-worth individuals and families by providing fundamental support in all phases of client service and the client relationship. She delivers comprehensive service to clients through diligent and detailed follow-up. She provides support, executes operational duties, and coordinates any additional matters related to client accounts. Her primary focus is building and maintaining trusted client relationships by taking a personalized and proactive approach to managing their needs on a day to day basis. Hannah strives to provide premier service and enhance the client experience. Hannah enjoys traveling, and spending time with friends, family and her Boykin Spaniel, Dallas
Best financial advice ever received: It’s better to look ahead and prepare than to look back and regret.
Favorite part about working at TWM: Working on a team that is passionate about building relationships with clients and taking the time to understand their most important priorities for today, tomorrow and their long-term future.
Natalie joined Tauzin Wealth Management in May 2021. She completed her education in August of 2020 with the University of North Alabama where she earned a Master’s in Business Administration. As an Associate Financial Representative, Natalie is responsible for assisting in the underwriting process for new insurance clients, as well as helping our current clients maintain and make changes to their policies. Natalie enjoys spending time with her husband Sean, traveling, and staying active.
Best financial advice ever received: Always live below your means and pay cash whenever possible.
Favorite part of working at Tauzin Wealth Management: Engaging with clients and working on a team that strives to help our clients curate a successful financial future.