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We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.
Ben Bimson
Trek Chief Investment Officer
Jim O’Hanlon
Head of Derivatives and Portfolio Risk Management
Ethan Venvertloh
Director of Portfolio Strategy & Implementation
Carly Delise
Compliance & Billing Manager
Alexsa Young
Trek Chief Marketing Officer
We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management