David Maxey is the Chief Operating Officer of Trek Financial, LLC.  As COO, his primary goal is to oversee the company’s day-to-day operations and drive strategic initiatives to enhance efficiency, scalability, and growth. 

With over 25 years of experience in operations, finance, and organizational leadership, David plays a pivotal role in aligning cross-functional teams, optimizing business processes, and ensuring operational excellence.  Prior to joining Trek, he was a COO with a Multi-Family Office and prior to that, a Financial advisor with Wachovia Securities and Wells Fargo Advisors.

When he’s not working, he enjoys spending time with his wife Lindsey and their three kids Blake, Jackson, and Isabella.  He enjoys attending the kid’s sports, camping, and is an avid reader.