Trek Financial

Christopher Captain is a Series 65-licensed financial advisor with three years of industry experience, currently with Trek Financial. His prior roles include positions at eFinancial and BCJ Financial. Outside of advising, he works as a licensed insurance agent and also drives for DoorDash during non-trading hours. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a quantitative, ETF-based investment approach combined with tactical models and macro analysis, offering services such as discretionary asset management, financial planning, and tax-aware direct indexing.

Romney Harker is a CFP® and Series 65-licensed financial advisor at Trek Financial with three years of industry experience. Prior to joining Trek Financial, Romney worked at Fullerton Financial Planning and AssetMark, among other firms. Outside of financial advising, Romney held a role with the Utah Youth Soccer Association for ten years. Trek Financial serves a diverse client base including individuals, institutional clients, and retirement plans. The firm employs a quantitative, ETF-based investment approach combined with tactical models and offers specialized services such as tax-aware direct indexing and options-based risk management strategies.

John Walker is a financial advisor at Trek Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors and World Equity Group. Outside of his advisory role, he serves as President and Treasurer of the Meadow Ranch Homeowners Association in Littleton, CO. Trek Financial provides advisory services to a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach combining ETF-based allocations, tactical models, and quantitative methods, and offers specialized services such as tax-aware direct indexing and options-based risk management strategies.

Graham Mcdougal is a financial advisor at Trek Financial with 20 years of industry experience and a Series 66 designation. He has worked at Trek Financial since 2016 and has practiced law as an attorney specializing in trust, estate, and probate issues since 1998. Outside of his advisory and legal work, he coaches a U15 boys lacrosse team with the Sacramento Lacrosse Association. Trek Financial provides advisory services to a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach that combines ETF-based allocations, quantitative methods, and tax-aware direct indexing, along with access to alternative investment platforms and options-based risk management strategies.

Richard Hardman is a CFP® professional with 13 years of industry experience, currently serving at Trek Financial since 2013. He previously worked at World Equity Group from 2015 to 2019. Outside of his advisory role, Hardman owns Hardman Financial Consulting, LLC, which provides consulting and related services. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, Taft-Hartley plans, foundations, and institutional clients. The firm employs a quantitative investment approach combining strategic ETF allocations, tactical models, and macro analysis, alongside tax-aware direct indexing and options-based risk management strategies.

Jolyn Whittaker is a financial advisor at Trek Financial with seven years of industry experience. She holds a Series 65 designation and has been with Trek Financial since 2018. Outside of her advisory role, she serves as CFO and Treasurer for two non-investment-related businesses: Discount Manufacturing & Distributing Inc., an internet sales company, and Kids Village Workshop Inc., a preschool. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm combines strategic ETF allocations with quantitative tactical models and offers specialized services such as tax-aware direct indexing and options-based risk management strategies.

Carolyn McClenny is a Series 65-licensed financial advisor at Trek Financial with five years of industry experience. She has been with Trek Financial since 2020 and concurrently serves as a professor of reading education at Thomas University, a role she has held since 2004. Trek Financial provides advisory services to a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach that combines ETF-based allocations with quantitative and macroeconomic analysis, and offers specialized services such as tax-aware direct indexing and options-based risk management.

H Adolphson is a financial advisor at Trek Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Clear Creek Financial Management and Tomte of the Harbor. Trek Financial provides advisory services to a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a quantitative investment approach combining strategic ETF allocations, tactical models, and tax-aware direct indexing, along with access to alternative investment platforms and digital asset custody.

Corina Kempe is a financial advisor at Trek Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Investment Advisors, The State Bank and Trust Company, BCJ Capital Management, Detray Investment Group, and Defiance College. Outside of her advisory role, she is involved with Zonta Women's International, supporting women and children through philanthropic activities. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm combines strategic ETF-based allocations with rules-based tactical models and quantitative methods, offering discretionary asset management, financial planning, and tax-aware direct indexing strategies.

Rick Jones Sr. is a financial advisor at Trek Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trek Financial since 2016, following a year at World Equity Group. He is also a licensed life and health insurance agent. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach combining ETF-based allocations, tactical models, and quantitative methods, with specialized offerings such as tax-aware direct indexing and options-based risk management strategies.

Brandon Johns is a financial advisor at Trek Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, World Equity Group, and Axa Advisors. Outside of his advisory role, he is involved in fixed insurance sales and group benefit sales through independent agencies. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, and institutional clients. The firm employs a combination of strategic ETF allocations, rules-based tactical models, and quantitative methods, offering services such as discretionary asset management, financial planning, and tax-aware direct indexing.

Benjamin Bimson is a financial advisor with Trek Financial in Davis, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Trek Financial since 2008 and was previously with World Equity Group from 2015 to 2019. Outside of his advisory role, he is involved in life, health, and annuity sales through an affiliated business. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach combining ETF-based allocations, rules-based tactical models, and macro analysis, along with tax-aware direct indexing and options-based hedging strategies.

Clinton Brown is a CFP® and ChFC® with 20 years of industry experience. He is affiliated with Trek Financial and has held roles at TBA Team, LLC and Clinton Brown Financial, where he serves as president of a life and health insurance brokerage. Brown is also a member of the California State University, San Bernardino Gift and Advisory Council. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a quantitative, rules-based investment approach with a focus on tax-aware strategies, alternative investments, and downside risk management.

Jared Johnsen is a financial advisor with Trek Financial in Sandy, Utah, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Trek Financial since 2008 and previously at World Equity Group from 2015 to 2019. Outside of his advisory role, he is involved as an associate for BCJ Financial Group and participates in health and disability insurance brokerage activities. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, Taft-Hartley plans, foundations, and institutional clients. The firm combines strategic ETF-based allocations with rules-based tactical models and quantitative methods, offering services such as discretionary asset management, financial planning, direct indexing, and options-based risk management strategies.

Kelli Erickson is a financial advisor at Trek Financial in Mesa, AZ, with 12 years of industry experience. She holds a Series 65 designation and has worked at Trek Financial since 2014. In addition to her advisory role, Erickson operates Erickson Accounting Services, LLC, providing accounting and tax services since 1993. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and other institutional clients. The firm employs a strategic investment approach combining ETF-based allocations, tactical models, and quantitative methods, and offers services such as discretionary asset management, financial planning, and tax-aware direct indexing.