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Menu
Home
About
Services
Retirement Income Planning
Financial Planning
Investment Management
Insurance Planning
Social Security Optimization
Resources
Explore Resources
Trek Insights
Retirement News
Client Login
Contact Us
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
Ethan Venvertloh
Trading & Portfolio Manager
Carly Delise
Compliance Coordinator
Natalie Anderson
Experience Manager
Sean Boyle
Financial Services Specialist
Randi Wolf
Advisor Support Specialist
Tiffany Solomon
Advisor Support Specialist
Hannah Shoemaker
Marketing Assistant
