Trek Support Team

We will be here for you, aspire to understand and value your business priorities and goals – and to provide you with the support and service you need to propel your business forward.

Management Team

Justin Young

Chief Executive Officer

Ben Bimson, CMT® CIMA®

Chief Investment Officer

Jared Williams, CMT® MT®

Director of Advisory Services

Jim O'Hanlon

Director of Investment Management and Operations

Jordan McGrath

Director of Business Development

Alexsa Young

Director of Marketing

Elite Service Team

Ethan Venvertloh

Trading & Portfolio Manager

Carly Delise

Compliance & Billing Manager


Alison Brownell

Operations Manager


Randi Wolf

Advisor Services Specialist

Sydney Lyons

Advisor Services Specialist

Tiffany Solomon

Advisor Services Specialist, LADL Business

Hannah Shoemaker

Marketing Assistant

Natalie Anderson

Experience Manager