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Home
For You
For Your Business
For CPA’s
Team
Wealth Management Team
Business Consulting Team
Resources
Entrepreneur’s Investment Paradox
News
Client Access
Contact Us
Contact Us
Trek Corporate 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
Jim O'Hanlon
Head of Derivatives and Portfolio Risk Management
Ethan Venvertloh
Trading & Portfolio Manager
Carly Delise
Compliance & Billing Manager
Jordan McGrath
Director of Business Development
Natalie Anderson
Experience Manager
Tiffany Berky
Advisor Support Specialist, LADL Business
Randi Wolf
Advisor Services Specialist
Alexsa Young
Director of Marketing
Hannah Shoemaker
Senior Marketing Assistant
Sydney
Financial Services Specialist