Becca Marvin

When she entered the financial services industry a decade ago, Becca quickly discovered she enjoyed the ever-changing nature of finance. Most recently, she worked for another investment advisor firm as a Lead Client Relationship Associate. Prior to that, she worked for a local credit union as a Teller Manager at a high-volume location. 

Becca joined Vista in 2025, and says she most enjoys helping people achieve their life goals. She also appreciates the opportunities for personal growth and professional development available in her role as Client Service Associate. Most of her financial experience comes from the many interactions she’s had with clients over the years.  

When she’s not at work, Becca loves spending time outdoors, especially hiking somewhere with a waterfall or fantastic view. She’s also fond of sitting by a cozy campfire with a good book. While she shares her home with two adorable cats, she can often be found playing card games, going to concerts, or trying out new recipes with her friends. 

Something you may not know about Becca: Becca is a big fan of the rollercoasters at the Disney and Universal theme parks.