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