Skip to content
Home
About
Who We Are
Our Promise
Services
Financial Planning
Retirement Planning
Investment Management
Business Planning
Insurance and Risk Management
Resources
Explore Our Resources
Retirement News
Blog: Trek Insights
Client Login
Contact Us
Menu
Home
About
Who We Are
Our Promise
Services
Financial Planning
Retirement Planning
Investment Management
Business Planning
Insurance and Risk Management
Resources
Explore Our Resources
Retirement News
Blog: Trek Insights
Client Login
Contact Us
Trek Corporate Management
Trek Corporate Management Team
Justin Young
Chief Executive Officer
Ben Bimson, CFP
®
, CMT
®
Chief Investment Officer
Jared Williams, MT, CFP
®
Director of Advisory Services
Jordan McGrath
Director of Business Development
Alexsa Young
Director of Marketing
Jim O'Hanlon
Head of Derivatives and Portfolio Risk Management
Trek Operations and Advisor Support Team
Ethan Venvertloh
Trading & Portfolio Manager
Carly Delise
Compliance Coordinator
Randi Wolff
Advisor Support Specialist
Tiffany Solomon
Advisor Support Specialist
Natalie Anderson
Experience Manager
Hannah Shoemaker
Marketing Assistant