Empowering Your Financial Future, Together.

Beck’s career in financial services began in 2015 at Charles Schwab, where he advanced quickly by building strong relationships and helping clients pursue their long-term financial goals. After earning his CFP® certification (CERTIFIED FINANCIAL PLANNER™) in March 2023, he joined First Western Trust as a Senior Wealth Advisor, expanding his experience in banking and trust services and deepening his understanding of the complex needs of individuals, families, and business owners.

Today, Beck serves as SVP, Wealth Advisor at North Coast Asset Management in the Colorado market, joining June of 2026. He partners with clients to develop personalized strategies across wealth management, retirement, tax, estate planning, and insurance analysis, with a focus on delivering clarity and confidence as they work toward their financial goals and long-term legacy, emphasizing a plan first mentality.

A Denver resident since 2011 and a graduate of the University of Denver, Beck enjoys taking full advantage of Colorado’s active lifestyle through skiing, golf, hiking, and live music.