Trek Corporate Management

Trek Corporate Management Team

Justin Young

Chief Executive Officer

Ben Bimson, CFP^®, CMT^®

Chief Investment Officer

David Maxey

Chief Operations Officer

Jared Williams, MT, CFP^®

Director of Advisory Services

Jordan McGrath

Director of Business Development

Jim O'Hanlon

Head of Derivatives and Portfolio Risk Management

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

Tiffany Berky

Advisor Support Specialist

Natalie Anderson

Experience Manager

Hannah Shoemaker

Senior Marketing Assistant

Sydney Lyons

Financial Services Specialist​