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