Trek Corporate Management

Trek Corporate Management Team

Justin Young

Chief Executive Officer

Ben Bimson, CFP^®, CMT^®

Chief Investment Officer

David Maxey

Chief Operations Officer

Jared Williams, MT, CFP^®

Director of Advisory Services

Jordan McGrath

Director of Business Development

Alexsa Young

Chief Marketing Officer

Jim O'Hanlon

Head of Derivatives and Portfolio Risk Management

Ethan Venvertloh

Director of Portfolio Strategy & Implementation

Trek Operations and Advisor Support Team

Carly Delise

Compliance & Billing Manager

Randi Wolf

Advisor Support Specialist

Tiffany Berky

Advisor Services Specialist

Natalie Anderson

Experience Manager

Hannah Shoemaker

Senior Marketing Assistant

Sydney Lyons

Financial Services Specialist