Forward Focused
Meet the Team That Empowers You
Our wealth management team works with businesses owners and their families to design customized financial solutions that are individualized, forward focused, and built upon the foundations of your values, beliefs, and personal goals for both you and your family.
Trek Corporate Management Team
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.