Locations in Arizona, Oklahoma, and Utah

Gilbert, Arizona

Your Gilbert fiduciary advisor is close at hand

Josh Manwaring
Josh Manwaring
Rand Harper Fiduciary Advisor
Rand Harper
Steve Harper
Steve Harper

Our Gilbert fiduciary advisors are conveniently located near the US 60 Superstition Freeway

  • From the US 60 Superstition Fwy, exit on Gilbert Rd. and head south
  • Take a left on Baseline Road, heading east
  • The building is on the south side of the road, just past the Driftwood/32nd St intersection
Josh Manwaring

Josh B. Manwaring

FIDUCIARY ADVISOR

Gilbert, Arizona

Josh Manwaring loves helping people achieve their retirement goals by helping them create a crystal clear path to a secure independent retirement.

Through the years, he has educated thousands of investors who are retired or preparing to retire how to use trustworthy financial strategies to confidently navigate around common mistakes. As life changes, so should the investment strategies clients employ.

Unlike a large Wall Street wirehouse, Josh is proud to be an independent advisor with Trajan Wealth. With Trajan Wealth, he is not limited to a handful of pre-packaged financial products that are touted as “one size fits all.”

He starts by understanding his client’s goals and dreams, then helps them build a step-by-step plan, with plenty of flexibility to account for life’s unexpected twists.

Josh earned his Bachelor of Science degree from Idaho State University and his general business degree from Ricks College (now BYU-Idaho). Over his 20-year career, he has worked for some of the country’s largest banks and financial institutions, including Chase Bank and Penn Mutual. He is a fiduciary advisor for his clients.

Josh loves living in Gilbert with his wife, Joni, and their four children, Jaden, Morgan, Sahara, and Crew. He coaches youth football and soccer and is a leader in a local Boy Scouts of America troop. He also enjoys golf, tennis, camping, traveling, and hiking.

Rand Harper Fiduciary Advisor

Rand Harper

FIDUCIARY ADVISOR

Gilbert, Arizona

A native of Arizona, Rand Harper has spent the last 10 years in the financial services industry. As a fiduciary, he has helped hundreds of clients safely navigate the sometimes treacherous waters of today’s financial markets. Prior to joining Trajan Wealth, Rand worked diligently in private practice for his clients, preparing and analyzing hundreds of tax returns for them in an effort to minimize their tax obligations and distribute their assets as efficiently as possible. Rand is a methodical planner, recognizing and valuing the hard work and sacrifice his clients have made to save for retirement. Realizing the importance of the decisions clients make in retirement, he prides himself in being able to talk with his clients about taxes and investing in a down to earth manner, truly helping them make informed and educated decisions.

Rand holds a FINRA Series 65 Registered Investment Advisor Representative license as well as a Life, Health & Accident Insurance license.

Rand lives in Mesa with his wife, Rhiannan, and their four beautiful children, Kali, Nash, Navy, and Remi. He loves spending time with them, whether fishing in Alaska, camping in northern Arizona, boating at the lake, or relaxing on the beach.

Steve Harper

Steve Harper, CFP®, CASL®, ChFC®, RICP®

FIDUCIARY ADVISOR

Gilbert, Arizona

Steve Harper loves helping his clients lower their stress by making the complex simple and easy to understand. He’s found his clients are able to take the worry off their plate and sleep well at night. Working together he has enjoyed helping his clients make the decisions that benefit them and their families. His clients truly are an extension of his family.

Early in his career Steve felt a responsibility to give his clients real advice rather than just selling. He passed the two day – ten hour board review exam to earn his Certified Financial Planner® designation at the start. He’s gone on to earn several more designations in order to continue to give his clients the best advice possible. Steve earned a Bachelor of Science degree in Business and Finance from Utah Valley University.

Steve has worked with big firms such as Fidelity Investments, New York Life and Citibank. He’s found that in order to give truly objective and unbiased advice he needed to be an Independent Fiduciary Advisor. True Independence is the reason he enjoys working with Trajan Wealth.

His wife Amy and their three children are the center and focus of his life. They spend a lot of time together playing youth sports. Lacey is the oldest and plays in a club volleyball league. Jace and Tyler both like playing basketball and flag football. Amy teaches all three piano lessons. They all enjoy playing together and teasing each other as much as possible.