Sandy, UT Office

Richard Hardman is a CFP® with 13 years of experience in the financial industry. He has worked at Trek Financial since 2013 and was previously with World Equity Group from 2015 to 2019. In addition to his advisory role, he owns Hardman Financial Consulting, LLC, an entity used for consulting revenues, and is appointed as an insurance agent with multiple companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools, alternative strategies, and various hedging techniques within its model management framework.

Jared Johnsen is a financial advisor at Trek Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2008, with a four-year tenure at World Equity Group from 2015 to 2019. Outside of his advisory role, he is involved as an associate for BCJ Financial Group, focusing on health and disability insurance brokerage. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a combination of strategic and tactical portfolio management techniques, including the use of artificial intelligence tools and a diverse range of systematic and alternative investment models.

Dallan Graham is a CFP® professional with one year of experience at Trek Financial. He previously worked in accounting and tax and served as a voluntary missionary for five years. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical investment approaches and integrates artificial-intelligence tools under human review to support portfolio management and client communication.

Martin Muse is a financial advisor at Trek Financial with six years of industry experience. He has worked at Trek Financial since 2018 and previously operated Mmuse Painting for two years. Outside of his advisory role, he is the owner of M. Muse Consulting, LLC, established for compensation purposes, and has worked as an insurance agent since 2019. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio strategies, incorporating rules-based, evidence-based, fundamental, and technical analyses, and uses artificial intelligence tools under governance and review.

Steven Manning is a financial advisor at Trek Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Equity Group for three years. Manning is also a licensed insurance agent for life and health insurance. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, incorporates AI tools under governance frameworks, and offers a wide range of model and alternative investment strategies.