Meet Our Advisors | Trek Financial

Meet Our Advisors

All
Trek Management
Albuquerque-NM
Boise-ID
Carlsbad-CA
Davis/Sacramento-CA
Defiance-OH
Greenville-SC
Heber-UT
Houston-TX
Irmo-SC
Littleton-CO
Madison-WI
Medina/Dublin-OH
Mesa-AZ
Park City-UT
Redlands-CA
San Clemente-CA
Salt Lake City-UT
Sandy-UT
Santa Rosa-CA
Scottsdale-AZ
Spanish Fork-UT
St. George-UT
Tallahassee-FL
Vernal-UT

Justin Young

Chief Executive Officer

Ben Bimson, CMT^®, CIMA^®

Chief Investment Officer

Steve Captain CFP^®

Financial Advisor

David Carroll, CFP^®

Family Office Facilitator

Clinton Brown, CFP^®, CHFC, CLU, CASL^®, CAP^®

Partner, Financial Advisor

Jace Beck

Financial Advisor

David Andersen, CHFC, CLU

Retirement Planning Specialist

Mark Manning, CFP^®

Financial Advisor

Josh Hardman, CFP^®

Financial Advisor

Jared Johnsen

Financial Advisor

Brandon Johns

Financial Advisor

Mark Johnson, RHU

Financial Advisor

Stan Plaisier

Financial Advisor

Lahn Simmons, CRPC

Financial Advisor

Gavin Schmitt, MsF

Financial Advisor

Deborah Sopher

Financial Advisor

Tony Christensen, CHFC

Financial Advisor

David Harris

Financial Advisor

John Walker, AIF^®, CRPC^®

Financial

Josh Manwaring

Financial Advisor

Michael Trent, CRPC^®, CLTC^®

Financial

Rick Kinney, CLTC^®

Financial Advisor

Dino LoPresti

Financial Advisor

Jamey McClenny

Financial Advisor

Deborah DeTray

Financial Advisor

Midori Desnoyer

Financial Advisor

Keiko Lambert

Financial Advisor

Mark Whittaker, CPA, CPFA, PFS

Financial Advisor

Pete Cymbalak

Financial Advisor

Nick Toman

Financial Advisor

Delmer Hyde

Financial Advisor

Tory Anderson

Financial Advisor

Graham McDougal, J.D., MBA

Financial Advisor

Evan Mathew, MBA

Financial Advisor

Denis Wheatley RFC^®, CRPC^®

Financial Advisor

Simon Wheatley CFP^®

Financial Advisor

D. Tyler Heymann

Investment Advisor

follow us

Life is a Journey. Let's plan for it.

Service Office:

8355 E. Hartford Drive, Suite 105

Scottsdale, AZ 85255

(480) 483-1510

Email: info@trekfinancial.com

INFORMATION FOR ADVISORS

The latest from TrekInsights.com

Quick Links