Broker Check

WHO WE SERVE

Healthcare Industry Professionals

Tailored Financial Planning for the People Behind the Business of Healthcare

You’re on the frontlines of innovation and growth in the healthcare sector—driving results in roles that blend high performance with complex compensation packages and nonstop travel. Whether you’re a sales leader, account executive, marketing professional, or field rep in pharmaceuticals, biotech, or medical device sales, your career demands flexibility, strategic thinking, and financial clarity.

At TrekNorth Investment Management, powered by RFG Advisory, we understand your world because we’ve lived it. Liz Allam spent over a decade working in medical device sales and brings an insider’s knowledge of your benefits, pay structure, and professional pressures. We can help corporate executives with complex financial planning and investment management needs, our team is well-equipped to serve you. Our tailored guidance will help you make confident financial decisions—no matter where your career takes you next.

You Drive the Industry—We Help Drive Your Financial Future.

Your career rewards performance, so your financial plan should also reward discipline, foresight, and alignment with your values. We know how hard you work—and how important it is that your money works just as hard for you.

At TrekNorth Investment Management, we serve as your financial guide and advocate, helping you make smarter decisions with less stress. Together, we’ll build a plan that supports your lifestyle today and your vision for tomorrow.

1Financial modeling & long-term planning

Understanding your path to your financial goals is powerful. We use powerful tools to help you understand how your decisions can affect your long-term goals so that you can live with clarity and confidence.

2Guidance with Current & Former 401K Plans & Retirement Planning

We help you transition old plans from previous roles and build a coordinated retirement strategy designed to help maximize your employer benefits while supporting early retirement or career pivots.

3Tax-Smart Investment Management

We create personalized investment strategies designed to help minimize tax drag while keeping your goals and risk tolerance in focus.

4Corporate Benefit Optimization

From deferred comp and ESPPs to executive insurance plans and HSAs, we help you make the most of your total compensation package.

5Equity Compensation & Long-Term Incentives (LTI)

Stock options, RSUs, and performance-based awards can be powerful tools when managed wisely. We help you create a strategy for exercising, diversifying, and integrating these into your broader financial plan.

6Business Planning for 1099 & Side Ventures

Whether you plan to sell your practice, bring on a partner, or gradually scale back, we guide you through the process to help preserve the value you’ve built and foster a smooth transition.

7Cash Flow & Commission Planning

With variable income, sales bonuses, and expense reimbursements, it’s easy to feel out of sync with your budget. We help smooth the financial peaks and valleys so your lifestyle and savings stay on track.

8Navigating Professional Transitions

Whether you’re facing a company restructuring, relocation, IPO, or career change, we help you plan for what’s next with clarity and confidence.



Let’s design a financial path that supports your vision and rewards your dedication.


Meet with Liz