Gary Bertacchi
President
gary@triexfin.com

Serving as a former director and CEO for two different companies where he managed in excess of 50 employees, Gary knows first hand what it takes to build a company from the ground up and transform it into a profitable enterprise with over $2 billion in trust assets.

A recipient of both a law degree from John Marshall Law School in Chicago and an Accounting Degree from DePaul University, Gary had six years of bank and trust experience working for the Bank of Hickory Hills before forming and operating two trust companies, which would later merge into one. Over the next 15 years, Gary managed a staff in excess of 50 employees and grew the trust company's assets to an amount surpassing $2 billion.

Since 2000 he has acted as the Managing Director of a registered investment advisory firm in Orland Park, Illinois until the formation of Triex Financial Services. During this time, Gary has studied and created technical, statistical and fundamental trading programs which trade mutual fund accounts. As President, CEO and a Board Member of Triex Financial Services, Gary is also involved with creating and administering Private Family Foundations.

Terry Foster
Vice President
terry@triexfin.com

Terry started her career working as an executive assistant at a fortune 100 company until being employed with Gary Bertacchi at the trust company in various capacities with increasing responsibilities leading to her final title as Assistant to the President.  During her time at the trust company, Terry was responsible for managing the largest segment of the company’s business lines, that being the investment advisor department, which was in excess of $1 Billion in assets under custody. 

Terry was instrumental in assisting Mr. Bertacchi with the growth of the company.  As the only two officers on staff with the responsibility of business development, she and Mr. Bertacchi brought in trust assets of $1.7 Billion dollars in a period of approximately six years.

In 2001 Terry moved to the registered investment advisory firm with Mr. Bertacchi and has assisted him for the past seven years prior to the formation of Triex Financial Services.  Terry is Vice President of Triex Financial Services.

Michael See
Marketing Consultant
mike@xsminc.com

Beginning his career in marketing, sales and consulting in 1981, Mike has a vast amount of experience after working with Prudential Financial in a sales and marketing role.  He spent the next ten years serving in various capacities of trading firms ranging from executive management to CEO. 

Mike has since ventured out on his own, establishing successful mentoring groups in real estate, insurance, survey companies and networking marketing with the intent on educating the public on the many financial strategies available and how to navigate them.

Mike is currently the Chief Executive Officer of Xstream Mobile Solutions Corp., a publicly traded company which specializes in the communications business focusing on entertainment, safety, and security. Xstream Mobile Solutions is based in New Lenox, IL.

Joe Johns
Technical Consultant
jj@xsminc.com

As acting President and CEO of The Sterling Group, a worldwide provider of media products and multi-media services company located in suburban Chicago, and owner and President of AVMUSICPLus, Inc., a retail outlet of professional Audio Visual equipment, software and related products, Joe brings many years of real world technical and administrative experience, and a solid intuitive knowledge of today’s latest and emerging technologies.

Joe is also President and CTO of Xstream Mobile Solutions Corp., a publicly traded company which specializes in the communications business focusing on entertainment, safety, and security.

Prior to forming the Sterling Group and Xstream Mobile Solutions, Joe was employed by Andrew Corporation as a Production Planner of high-end microwave telecommunication systems.