Trek Management Team

Justin Young

Chief Executive Officer

Ben Bimson, CFP®, CMT®

Chief Investment Officer

Jared Williams, MT, CFP®

Director, Advisory Services

Jordan McGrath

Director, Business Development

Alexsa Young

Director of Marketing

Jim O'Hanlon

Head of Derivatives and Portfolio Risk Management

Ethan Venvertloh

Trading & Portfolio Manager

Carly Delise

Compliance Coordinator

Hannah Shoemaker

Senior Marketing Assistant

Randi Wolf

Advisor Support Specialist

Tiffany Berky

Advisor Support Specialist

Natalie Anderson

Experience Manager

Sydney Lyons

Financial Services Specialist

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Disclosure:

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Trek Financial’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Trek Financial, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

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