Jeremy Beck's Team

Jeremy Beck's Team

Jeremy Beck, Gwendolyn Bork, Trish Del Prince, and Brooke Tanner (formerly Beck Financial Group) are collaborating with David Burgio, Mary Lokken, Joseph Fecio, and Kristine Zanner (Legacy Custom Wealth Strategies) to form the new Custom Wealth Strategies, LLC!  

With more than $200 million in client assets, it was very important for us to choose the right broker/dealer and custodian. Both teams decided that the powerful combination of National Financial Services, LLC (a Fidelity Investments Company - as the custodian for our client's assets, coupled with Commonwealth Financial Network®(the nation's largest privately held independent B/D-RIA - was the ideal fit for our clients.

For Jeremy I.  Beck's commentary on the U.S. Bond and Equity markets found in our Quarterly Newsletter



Jeremy Beck

President, Comprehensive Wealth Planner

I was born and raised in Colden, New York, population 3,300. With my father working the line at General Motors and my mother working as an accountant, they helped to instill in me the core values of hard work, honesty, and integrity.

I learned early in life the value of hard work and that nothing comes for free. Two weeks after graduating from high school, I joined the U.S. Army Reserves and spent the first summer of my adult life in basic training at Fort Jackson, South Carolina. I earned my degree at the University at Buffalo by working 60 hours a week while attending school full-time. My hard work paid off when I was awarded an internship with NASA’s Jet Propulsion Laboratory in Pasadena, California. This experience led to a full-time position with VectorVest Inc., an investment company with roots in Williamsville, New York.

After four years with VectorVest, I was promoted to vice president and relocated to Charlotte, North Carolina, with my wife, Heather. During my six years with the firm, I taught money management and risk mitigating strategies to affluent investors and spoke at more than 250 investment seminars across the U.S. This valuable experience brought me home to become a registered financial advisor with A.G. Edwards, a premier money management firm and a legacy firm of Wells Fargo Advisors. 

From 2002 to 2007, I built my practice as a financial advisor with A.G. Edwards in Williamsville, New York.  I developed my customer base by assisting high-net-worth investors navigate through a tumultuous decade in the fixed income and equity markets. In 2007, A.G. Edwards was purchased by Wachovia Securities, which in turn was purchased by Wells Fargo in 2008. I started my independent financial advisory practice, the Beck Financial Group, offering products and services through Wells Fargo Advisors Financial Network, in 2009. 

After spending  a total of 15 years with A.G. Edwards, Wachovia and Wells Fargo Advisors, it was time to take our practice to the next level.  The team of Jeremy Beck, Gwendolyn Bork, Trish Del Prince and Brooke Tanners (formerly Beck Financial Group) have merged with David Burgio, Mary Lokken, Joseph Fecio and Kristine Zanners (Legacy Custom Wealth Strategies) to form the new Custom Wealth Strategies, LLC.  Both teams decided that the powerful combination of National Financial Services, LLC (a Fidelity Investments Company) as the custodian for our client's assets, coupled with Commonwealth Financial Network® (the nation's largest privately held independent B/D-RIA) was the ideal fit for our clients.

As an advisor, my investment process is extremely simple: I work extremely hard for my clients' success, and I do this with honesty and integrity. That may sound simple, but it’s something many advisors seem to have forgotten.  By working hard each and every day, Custom Wealth Strategies now manages more than $200 million in client assets, a responsibility not taken lightly.

When not at the office, I enjoy time with Heather, my beautiful wife of 16 years. We are blessed with three wonderful boys: Gavin, Noah, and Sawyer.

Gwendolyn Bork

Wealth Advisor

2017 Honoree "Women Who Move the City" by Big Brothers Big Sisters of Erie County N.Y., as well as 2017 Nominee “Citizen of the Year” by Lancaster Chamber of Commerce:  Gwendolyn A. Bork, Wealth Advisor at Custom Wealth Strategies, is committed to not only impact the lives of her clientele but also her community.

After being in Business to Business sales for over 15 years and specializing in Green Building with a territory spanning from Canada to Albany, she was witness to the Stock Market Crash of 2008 and its’ vicious effect it had on her clients personally and professionally.  Combining her passion for the prolonged success of her clients and local economy she now stands in the gap for both individuals and companies as a Wealth Advisor and Series 7/Series 66 holder through Commonwealth Financial Network®. As one who will protect and preserve the assets that they’ve worked so hard for, Gwendolyn A. Bork will assist to achieve the retirement of their dreams as the Independent Advisor they deserve.

Specializing in “Life Transitions” on account of her own personal life experiences, she’s the professional that people turn to when they:

  • Suffer the loss of a loved one
  • Experience the unexpected loss of a life-long career and need a safe harbor for their assets
  • Are faced with the tumultuous after-effects of a Divorce

Setting the example as a “Strong, Independent, Woman” she’s also dedicated to the women in her community who need financial encouragement and assistance as one who’s overcome major hurdles in her own life by taking the fear out of their financial situation with knowledge and attention.

It is Gwendolyn A. Bork’s quest to use her skills as a Wealth Advisor to not only equip the youth in the community with financial and life skills, but to empower the ones who tirelessly work towards a better community as an individual or business owner through her involvement in the following:

  • Member/Committee Chair of “NAWBO” (National Association of Women Business Owners)
  • Founder of “Women 2 Women-Personal and Professional Women Business Owner Mastermind Group”
  • Committee Chair for “Big Brothers Big Sisters Erie County N.Y.”
  • Advisory Board Member “Depew High School Academy of Finance”
  • Board of Director “Lancaster Chamber of Commerce”
  • Committee Member “Erie County Opiate Task Force”, Elma, Lancaster, Depew "Addiction Coalitions"
  • Strategic Partner “Dept. of Justice-Operation Scared to Death-Addiction Program”

Mother of two amazing, unique, and talented boys, Julian and Gabriel, Published Author, Recording Artist, and Public Speaker. If she isn’t trying to make a difference in the lives of her own children, she can be found in the community doing the same for others.

Trish DelPrince

Director of Operations

As Custom Wealth Strategies Director of Operations, Trish’s primary objectives are to ensure each of our clients receive exemplary service and attention, while managing all administrative and office management tasks and offering support to President, Jeremy Beck. She joined Custom Wealth Strategies (formerly Beck Financial Group) in 2012, with 18+ years in client retention and relationship building.  She brings an attention to detail and a passion for protecting each and every client relationship.

When not at work, Trish enjoys reading, traveling, and spending time with her daughter Liviana.

Brooke Tanner

Client Sevices Manager

As the Client Services Manager of Custom Wealth Strategies, it is Brooke’s objective to act as the liaison between our clients and their broker, to answer operational questions and concerns in a timely and professional manner.  Brooke’s calm and positive demeanor sets the tone to our clients that they are our most valued asset. Brooke also serves as our notary public, and seminar frame-work specialist.  Brooke joined Custom Wealth Strategies (formerly Beck Financial Group) in the summer of 2014. 

Outside of the office, Brooke loves spending her time with her three children: Riley, Cameron, and Eric, as well as camping, hiking, going to Sabres and Bills game, and enjoying everything Buffalo has to offer.