Loza Beck Wealth Management I Meet Our Team

Thomas Loza, AIF®, RFC®

Managing Partner

(951) 381-2003

A Southern California native, Tom Loza has made Riverside a home for both his family and his successful practice. Tom began his career in wealth management at the height of the financial crisis.

Steven Beck, AIF®, AWMA®, CFP®

Managing Partner

(951) 800-8083

(951) 381-2003

sbeck@lozabeck.com

Born in southern California, Steven grew up in Bigfork, Montana, a small town in northwest Montana. After serving in the United States Army, Steven moved back to California, where he earned his bachelors degree in Business...

Brittany Powers

Client Relationship Manager

(951) 800-8083

(951) 381-2003

bpowers@lozabeck.com

Originally from Georgia, Brittany graduated with a degree in Business Administration in 2013. Later that same year, she began her career at Waddell & Reed in Riverside, CA as the division administrative assistant. In 2017, she joined...

Andrew Beatty

OCIO Services Consultant

In his role as an Outsourced Chief Investment Officer (OCIO) at LPL Financial, Andrew supports Loza Beck Wealth Management by providing economic insights and deep experience in the development of investment philosophy and strategy. He...

Taylor Kane

Administrative Assistant

(951) 800-8083

(951) 381-2003

tkane@lozabeck.com

Taylor is a longtime resident of the Riverside County area where she lives with her husband and three children. As an Administrative Assistant at Loza Beck Wealth Management, Taylor contributes valuable experience in organization and...

Becky Moreno

Office Assistant

contact@lozabeck.com

Becky Moreno is a dedicated Office Assistant at Loza Beck Wealth Management. With a strong work ethic and commitment to excellence, Becky consistently demonstrates her ability to manage multiple tasks with attention to detail. An...

Anna Loza

Business Support Specialist

contact@lozabeck.com

Anna is the Business Support Specialist at Loza Beck Wealth Management, assisting the advisory team in various capacities. Born and raised in Southern California, her education is from local universities. With a professional background...