Meet Our Team

With over a decade of experience in financial services, Steven Beck brings a wealth of knowledge in tax strategy, asset management, and financial planning. As a Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA®), Steven is dedicated to understanding and addressing the unique needs of each client. He helps individuals, families, and small businesses navigate the complexities of tax preparation while focusing on long-term financial well-being. His expertise goes beyond taxes, covering wealth management, estate planning, and comprehensive financial strategies, ensuring a client-centered approach to every aspect of financial planning.

A California native, Steven's journey took him from Montana to the U.S. Army, and finally to Southern California, where he earned his business degree with honors. He is proud to call Murrieta home, where he lives with his wife and son.

A Southern California native, Tom Loza has made Riverside a home for both his family and a successful financial services practice. Tom is dedicated to building strong client relationships and, through detailed financial planning, assists his clients in developing investment, retirement, and estate planning strategies. With over 16 years of experience in the financial services industry and a background as an accomplished business owner, he understands the importance of integrating tax strategies into comprehensive financial planning.  

Supplemental to his profession, Tom is dedicated to his community by serving on various boards and engaging in volunteer activities. Highlights of his contributions include serving on the Board and Finance Committee for the Riverside Community Health Foundation; being a mentor for Riverside Community College Puente Students; speaking at Youth Education Motivation Program events; and being a part of the Law Enforcement Appreciation Committee. Additionally, Tom was a 2014 graduate of the Riverside Chambers of Commerce Leadership Riverside class.

As Client Relationship Manager for LB Tax Prep, Brittany works closely with the team to enhance the overall client experience. Originally from Georgia, Brittany earned a degree in Business Administration before relocating to California. She began her career in the financial services industry over a decade ago with Waddell & Reed as a division administrative assistant in Riverside. In 2017, Brittany joined Loza Beck Wealth Management, taking on essential administrative responsibilities for the firm in an unlicensed capacity. Brittany continually works to expand her financial services knowledge and maintains a strong commitment to providing effective and efficient support to the team and clients. Outside of her professional role, Brittany and her husband are kept busy by their two active and growing boys.

Taylor is a longtime resident of the Riverside County area where she lives with her husband and three children. As an Administrative Assistant at LB Tax Prep, Taylor contributes valuable experience in organization and client support to the team. With previous experience in the credit union industry, she developed a strong foundation in financial discretion and customer service. She now plays an essential role in ensuring the smooth operation of the practice and a positive experience for clients. Outside of work, Taylor enjoys spending quality time with her family. She is also passionate about volunteering at her children’s school, finding fulfillment in giving back to her community.

Anna is the Business Support Specialist at LB Tax Prep, assisting the team in various capacities. Born and raised in Southern California, her education is from local universities. With a professional background as a clinical social worker, Anna brings experience in mental wellness, project development, and program administration to the team. In her current role, she focuses on activities related to personnel, marketing, website management, and process improvement. Her unique blend of skills and knowledge aims to enhance the firm's overall operations. On a personal note, Anna values family time with her husband and two boys, travel, and loves watching her youngest son play baseball.

Becky Moreno is a dedicated Tax Preparation Associate at LB Tax Prep and a CTEC‑registered preparer. With a strong work ethic and commitment to excellence, Becky consistently demonstrates her ability to manage multiple tasks with attention to detail. An honors student, she is now attending college and focused on developing skills that will support her pursuit of higher education and future career aspirations. Living locally with her family, Becky enjoys traveling and is an avid baseball fan. She brings her enthusiasm and positive attitude to every aspect of her work, making her an invaluable member of the LB Tax Prep team.