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.