Winchester, VA Office

Dino Lopresti is a financial advisor at Trek Financial with 15 years of industry experience. He holds a Series 65 credential and has worked at Trek Financial since 2018, following eight years at Horter Investment Management. He is also president of LoPresti Financial Group, where he offers fixed index annuities as part of clients’ comprehensive investment plans. Trek Financial serves individual and high-net-worth clients, as well as institutional retirement plans, providing 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 construction methods, integrating rules-based, evidence-based, fundamental, and technical analyses with artificial-intelligence tools under human review, and offers a broad range of model and alternative investment strategies.

Eric Burstock is a financial advisor at Trek Financial with 19 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Trek Financial in 2018, he worked at Horter Investment Management, LLC and operates a tax preparation business, EGB Tax, since 2023. He is also the owner of Burstock & Rogers LLC, an invention company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering both discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools under governance, and provides access to a wide range of systematic and alternative investment strategies.