Trek Corporate 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

Ethan Venvertloh

Trading & Portfolio Manager

Stephanie Kotula

Operations Support

Caroline Riesing

Advisory Services Manager

Carly Delise

Compliance Coordinator

Sean Boyle

Financial Services Specialist

Randi Wolf

Advisor Support Specialist

Natalie Anderson

Advisor Support Specialist

Tiffany Solomon

Advisor Support Specialist

Alexsa Young

Director of Marketing

Hannah Shoemaker

Marketing Assistant