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Beca Irwin

Beca Irwin

Client Relationship Manager

Beca is part of our Wealth Management Team working directly with Dianna Laney to assist in preparing financial plans and manage the firm’s Wealth Management Client Service Experience. A graduate of Sacramento State University with a BA in Philosophy, Applied Ethics and Law, Beca worked as a paralegal before deciding to transition over to the financial industry. Since joining our team, Beca has obtained the Registered Paraplanner (RP®) designation and works with the team to prepare financial plans and deliver excellent client service. Her ability to pay attention to detail and handle multiple projects at once makes her a great asset to the firm and our clients.

Beca is an avid dog enthusiast, loves adventuring around Folsom Lake and listening to mystery podcasts. She also maintains a well-balanced diet with any variety ice cream and donuts.