Locations in Arizona, Oklahoma, and Utah

Gilbert, Arizona

Your Gilbert fiduciary advisor is close at hand

Chris Nowack Fiduciary Advisor
Chris Nowack
Corbett LaDuke Fiduciary Advisor
Corbett LaDuke
Ms Marti Bryant
Ms. Marti Bryant
Mike Wilson Fiduciary Advisor
Mike Wilson

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
Chris Nowack Fiduciary Advisor

Chris Nowack

FIDUCIARY ADVISOR

Scottsdale & Gilbert, Arizona

A third-generation Arizona native, Chris Nowack has been in the financial services industry for the last decade and has helped over 1,000 clients with retirement and estate planning. He guides individuals and families forming trusts to protect their assets to provide a stable legacy for the next generations.

Before joining Trajan Wealth, Chris grew his private financial practice for his long-term clients, mitigating tax implications with efficient tax lot harvesting and charitable contributions, while prioritizing clients’ goals for retirement and their estate. Chris comes from a 30 year background developing income real estate portfolios for income distribution, 1031 and final sale in an tax efficient manner for clients and the beneficiaries. Chris takes pride in helping clients make well informed decisions, while being able to talk about investing in a practical and straight-forward way.

Corbett LaDuke Fiduciary Advisor

Corbett LaDuke CFP®, CWS®

FIDUCIARY ADVISOR

Scottsdale & Gilbert, Arizona

Corbett LaDuke is a seasoned fiduciary advisor who has spent over 25 years in the financial services industry. Before joining Trajan Wealth, he spent over 22 years at Charles Schwab & Company, managing over 400 clients. In addition to vast client management experience, he brings with him the Certified Financial Planner (CFP) and Certified Wealth Strategist (CWS) designations. He has a very robust knowledge of wealth management, estate planning, and tax management. Corbett works with numerous clients that part of the Arizona State Retirement System (ASRS). He has an in-depth knowledge of the various retirement plans along with the DROP program for municipal employees and self-employed clients.

Corbett was born in Colorado and attended high school and college in Hawaii. Since the age of 12, Corbett has had a passion for the financial markets. His father was a CPA, who assisted him with his very first investment in the stock market. This ignited a spark that would fuel his passion for the financial services industry.

He graduated from the University of Hawaii with his BS in International Business. Corbett feels honored to educate his clients on all the different aspects of building a solid wealth management plan. He has taught Financial Peace University at his church and is thrilled to be a part of the SmartVestor program with Dave Ramsey.

Corbett has been married to his beautiful wife Jennifer for 16 years. They have 2 children, Wesley, a 14-year-old son, and Sydney, a seven-year-old daughter. Corbett feels privileged to assist individuals in achieving their financial dreams.

Ms Marti Bryant

Ms. Marti Bryant, CDFA®

FIDUCIARY ADVISOR

Peoria & Gilbert, Arizona

Securities-licensed in all 50 states with over 12 years serving as a fiduciary advisor, Marti Bryant specializes in working with people who are close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti has been a tax advisor for more than 20 years, and she always considers taxation when advising clients. Marti is also a Certified Divorce Financial Analyst (CDFA®), working with attorneys to create fair and equitable settlements during divorce.

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being an independent advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker”. She’s been published in the Wall Street Journal’s MarketWatch and featured in Forbes magazine. She interviewed on TV shows “The Consumer’s Advocate” and “Moving America Forward”, both televised nationally.

Mike Wilson Fiduciary Advisor

Mike Wilson, AIF®

FIDUCIARY ADVISOR

Scottsdale & Gilbert, Arizona

Mike Wilson specializes in providing an education on how your finances work and devising an individual plan for every client. Mike’s father was in the Air Force and he moved around as a child. He considers home Yorktown, Virginia and has lived in Okinawa, Japan. The moving honed his people skills and he enjoys building long lasting business/friendships.

Mike has an accounting degree from Towson University and began working for PricewaterhouseCoopers as an intern. He has been in financial services for more than a decade. He obtained his AIF designation so he would have a deeper understanding how to mitigate risk for his clients. Mike strives to assist every client in obtaining a well deserved retirement and utilizes a variety of investments to achieve his objective. There are a lot of advisors that can be good when you are in the “accumulation” phase of your life, it is important to find the advisor that is skilled in the “preservation and distribution” phase for your money.

Mike has a beautiful wife Holli and two active children. Chase is 10 and plays soccer and jiu-jitsu, and Brooklyn is 5 and has just started soccer. When Mike is not assisting clients, he can be found at his children’s events, camping, hiking, fishing or on the golf course.