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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
Special: Financial Lessons
Retirement News
Blog: Trek Insights
Client Login
Contact Us
Trek Corporate Management
Trek Corporate Management Team
Justin Young
Chief Executive Officer
Ben Bimson
Chief Investment Officer
CFP
®
, CMT
®
Stephen Captain
Chief Development Officer
CFP
®
Jordan McGrath
Director of Business Development
Trek Trade Team
Angela Talbot
Director of Trading Operations
Ethan Venvertloh
Trading & Portfolio Manager
Trek Operations and Advisor Support Team
Stephanie Kotula
Operations Support
Carly Delise
Compliance Coordinator
Natalie Anderson
Service Center Coordinator
Tiffany Solomon
Advisor Support Specialist
Randi Hartmann
Advisor Support Specialist
Trek Marketing and Branding Team
Alexsa Young
Director of Marketing
Hannah Shoemaker
Marketing Assistant