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208-725-8643
1087 W. River Street, Suite 280
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Menu
Home
About
What We Do
Services
Retirement planning
Financial Planning
Investment Management
Insurance Strategies
Business Planning
Estate Planning
Wealth Management System
Resources
Explore Our Resources
Trek Insights
Retirement News
Client Login
Contact Us
Trek Corporate Management
Trek Corporate Management Team
Justin Young
Chief Executive Officer
Ben Bimson, CFP
®
, CMT
®
Chief Investment Officer
Jared Williams, MT, CFP
®
Director of Advisory Services
Jordan McGrath
Director of Business Development
Alexsa Young
Director of Marketing
Trek Operations and Advisor Support Team
Ethan Venvertloh
Trading & Portfolio Manager
Carly Delise
Compliance Coordinator
Randi Wolf
Advisor Support Specialist
Sean Boyle
Financial Services Specialist
Tiffany Solomon
Advisor Support Specialist
Natalie Anderson
Experience Manager
Hannah Shoemaker
Marketing Assistant