--- title: "Behind the Scenes: Meet the MA Private Wealth Service Team" description: Meet the MA Private Wealth service team, the people behind the day-to-day who keep clients taken care of. image: https://www.maprivatewealth.com/hubfs/Blog%20Post%20Files/team-banner-rebrand-final.png --- [![ma private wealth logo](https://www.maprivatewealth.com/hubfs/Theme/ma_logo.svg "ma private wealth logo")](https://maprivatewealth.com) - [Services](https://www.maprivatewealth.com/services) - [Getting Started](https://www.maprivatewealth.com/getting-started) - [Insights](https://www.maprivatewealth.com/insights) - [Tech Professionals](https://www.maprivatewealth.com/tech-professionals) [Client Login](https://www.maprivatewealth.com/client-login) [Let's Talk](https://www.maprivatewealth.com/contact) - [Approach](https://www.maprivatewealth.com/wealth-management-approach) - [Services](https://www.maprivatewealth.com/services) - [Team](https://www.maprivatewealth.com/team) - [Tech Professionals](https://www.maprivatewealth.com/tech-professionals) - [Insights](https://www.maprivatewealth.com/insights) - [Resources](https://www.maprivatewealth.com/wealth-management-resources) - [FAQs](https://www.maprivatewealth.com/frequently-asked-questions) - [Getting Started](https://www.maprivatewealth.com/getting-started) - [Contact](https://www.maprivatewealth.com/contact) - [Client Login](https://www.maprivatewealth.com/client-login) # Behind the Scenes: Meet the MA Private Wealth Service Team ![team-banner-rebrand-final](https://www.maprivatewealth.com/hs-fs/hubfs/Blog%20Post%20Files/team-banner-rebrand-final.png?width=790&height=444&name=team-banner-rebrand-final.png) Every client interaction at MA Private Wealth is supported by a service team whose work happens largely out of the spotlight. They are the ones following up after meetings, answering the calls, and making sure nothing slips through the cracks. This month, we're pulling back the curtain to introduce the people behind that work and the way they show up for clients every single day. ### **Becka Jennings, Client Service Manager** Service has never been just a job description for Becka. It's how she's moved through the world her entire life, showing up for clients, for her church, and for her family with the same consistency. After 19 and a half years at MA Private Wealth, that hasn't changed. Her week runs on the work that keeps everything moving for clients and advisors alike. Scheduling, meeting prep, responding to requests, following up on open items. Lately, much of her focus has been on estate settlements, walking clients through a process with many moving pieces, extended waiting periods, and coordination happening entirely behind the scenes. Her goal is always to make it as easy as possible on the client. The moments that stick with her, though, are often the quieter ones. She recalls a phone call last year that stretched to nearly an hour, a client in her 90s who started talking about her life and just kept going. Childhood memories, doctors' names, decades of detail recalled with stunning clarity. Becka was riveted. "I just wanted to hear more," she says. For someone who spends most calls working through requests and logistics, that conversation was something different. A reminder that the people on the other end of the phone have whole lives worth knowing about. Outside of work, Becka's world has gotten a lot brighter recently. Her granddaughter Maliyah just celebrated her first birthday, and Becka can't get enough of her. Becka has also found her place in a widows support group, a community that means a great deal to her, alongside her faith and her family. She brings a personal understanding to this work that no job title captures. She knows what it feels like when life gets hard and you need someone in your corner. That's shaped how she shows up, every call, every request, every client who just needs to feel like someone has them covered. ### **Riley Van Trease, Client Service Associate** For Riley, the mountains have always been a place of clarity. Whether he's snowboarding in Tahoe with family and friends or counting down to time at his family's newly finished cabin, that same sense of purpose carries into how he shows up at MA Private Wealth. As a member of the service team, Riley's days are built around the details that keep clients feeling taken care of. He handles incoming calls and emails, preps advisor meetings, and makes sure follow-up items from client meetings get across the finish line. Getting things done well and on time matters to him, and clients notice. The work becomes most rewarding, he says, when clients are going through something big. Retiring, changing jobs, buying a home, losing a loved one. Those are the moments where being responsive and on top of things means more than just good service. It means someone is in their corner. Away from the office, Riley is most likely with family, on the golf course, or deep into a Fantasy Football season with friends. He grew up an Oakland A's and Raiders fan, a loyalty that runs in the family even if the teams no longer do. He's also currently working toward his Certified Financial Planner™ designation, with plans to sit for the exam later this year. It's a long-term investment in his craft that reflects the same approach he brings to clients every day. Showing up, following through, and always working toward what's next. ### **Jennifer De Guzman, Client Service Associate** Jennifer came to MA Private Wealth looking for something she hadn't quite found before. A firm small enough to feel like a team, focused enough to do the work right, and built around client relationships that go beyond the transactional. After years at larger organizations, she knew what she was looking for, and MA Private Wealth felt like the right fit from the first conversation. As the newest member of the service team, Jennifer is settling into a role she knows well. Money movement, account paperwork, new applications, client greetings, and advisor support - the full range of day-to-day needs that keep things running smoothly. She describes the service team as the backbone behind the financial advisor, and approaches that work with the same hands-on care she has brought to every role she's held in the industry. She is at her best when she can be useful to people when it counts. She has helped clients navigate retirement, walked spouses through accounts they had never managed on their own, and shown up in whatever way the moment called for. "I like to help walk them through the process," she says. Good service, to Jennifer, means treating people the way you would want to be treated and then going a step further. Outside of work, Jennifer is enjoying life as a newlywed, spending time with her husband and their two sons, and navigating new puppy territory with their French bulldog Onyx. When things quiet down, she is most likely reading, a habit she picked up on her honeymoon and has not put down since, with a particular love for mystery and crime. Topics: [team updates](https://www.maprivatewealth.com/insights/tag/team-updates) ### Related Posts ### Institutional intellect with a personal touch. [Let's Talk](https://www.maprivatewealth.com/contact) ### San Carlos 1355A San Carlos Ave. San Carlos, CA 94070 ### Campbell 2105 S Bascom Ave. Ste 185 Campbell, CA 95008 ##### Reach Out 650.232.2021 - [![](https://www.maprivatewealth.com/hubfs/Theme/icon_linked.svg)](https://www.linkedin.com/company/ma-private-wealth) - [Approach](https://www.maprivatewealth.com/wealth-management-approach) - [Services](https://www.maprivatewealth.com/services) - [Team](https://www.maprivatewealth.com/team) - [Tech Professionals](https://www.maprivatewealth.com/tech-professionals) - [FAQs](https://www.maprivatewealth.com/frequently-asked-questions) - [Resources](https://www.maprivatewealth.com/wealth-management-resources) - [Insights](https://www.maprivatewealth.com/insights) - [Contact](https://www.maprivatewealth.com/contact) ©2026 MA Private Wealth [Client Login](https://www.maprivatewealth.com/client-login) | [Disclosures](https://www.maprivatewealth.com/disclosures) | [ADV](https://www.maprivatewealth.com/hubfs/Downloads/MA%20Private%20Wealth%20Part%202A%20Brochure%202021.pdf) | [CRS](https://www.maprivatewealth.com/hubfs/Downloads/MAPW%20Form%20CRS%20Final%20Electronic%20Version.pdf)