Regional Vice President, Wealth Management
Beck is a Regional Vice President and a member of the Business Development Team. He works directly with both clients and prospective clients to create, implement and monitor a financial plan in achieving their goals as well as communicating Polaris Wealth’s investment strategies.
Beck has extensive experience in the financial industry. Prior to coming to Polaris, Beck began his career at TD Ameritrade in 2003 and most recently worked as a Branch Manager where he was able to work with clients in developing strategies and investment plans that would help them in achieving successful outcomes. Beck values the opportunity to build relationships with his clients as he looks to completely understand each client’s unique situation. He graduated from Kaplan University with a Bachelor’s Degree in Business and a concentration in Finance.
Beck resides in the Dallas/Fort Worth area with his wife and their 3 children. Outside of work, he enjoys traveling with his family, golfing, and giving back to the community through non-profit organizations.