Trek Corporate Management Team

A strong financial plan extends beyond building a diversified portfolio. It involves navigating the ongoing decisions that shape every aspect of your financial life. Our role is to provide the insight and guidance needed to approach those decisions with clarity and confidence.

To support this approach, we partner with Trek Financial, LLC, an SEC Registered Investment Advisory firm. Through this relationship, we are able to offer enhanced planning capabilities, expanded resources, and the operational support needed to deliver a consistent and thoughtful client experience.

Justin Young

Trek CEO

Ben Bimson

Trek CIO

Alexsa Young

Trek CMO

Jim O'Hanlon

Head of Derivatives and Portfolio Risk Management

Carly Delise

Compliance & Billing manager

Ethan Venvertloh

Director of Portfolio Strategy & Implementation

Planning for What Lasts
Clarity begins with a simple conversation about where you are and where you want to go.

Our Location:

815 East Second St. Suite 100

Defiance, OH 43512

Disclosure:

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Kempe Financial Group’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Kempe Financial Group, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.