justin young

Chief Executive Officer

Ben Bimson, CFP^®, CMT^®

Chief Investment Officer

david maxey

Chief Operations Officer

alexsa young

Chief Marketing Officer

jim o'hanlon

Head of Derivatives and Portfolio Risk Management​

Ethan Venvertloh​

Director of Portfolio Strategy & Implementation

Jared Williams, MT, CFP^®

Director of Advisory Services​

Jordan McGrath

Director of Business Development​

Mandy Smith

Director of Operations

Trek Operations & Advisor Support Team

carly delise

Compliance & Billing Manager​

randi wolf

Advisor Support Specialist​

sydney lyons

Financial Services Specialist​

tiffany Berky

Advisor Services Specialist​

natalie anderson

Experience Manager

hannah shoemaker

Senior Marketing Assistant