Linkedin Facebook-f

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

Ethan Venvertloh

Trading & Portfolio Manager

Stephanie Kotula

Operations Support

Carly Delise

Compliance Coordinator

Natalie Anderson

Experience Manager

Sean Boyle

Financial Services Specialist

Randi Wolf

Advisor Support Specialist

Tiffany Solomon

Advisor Support Specialist

Alexsa Young

Director of Marketing

Hannah Shoemaker

Marketing Assistant

Have questions? Let's talk!

Click here