Jeff’s Story
Marine Corp to Finance: Service to Others
Jeff Junior grew up in Antigo, Wisconsin, where he learned the values of hard work and compassion from his parents— his father, a bowling alley owner, and his mother, a nurse. His career journey began early, starting with delivering newspapers and working as a bank teller, which instilled a strong work ethic and a passion for finance. Seeking discipline and a broader perspective, Jeff joined the US Marine Corps, where he developed invaluable leadership skills and met his wife, Brenda.
After completing his service, Jeff transitioned into the financial sector. In 1999, he started as a broker in Phoenix, Arizona, and in 2012, he founded Trajan Wealth, an independent Registered Investment Advisor firm. Guided by a client-centric, fiduciary approach, Trajan Wealth has grown into a family business with Brenda as President and their children, Connor and Bree, involved in the company’s continued expansion. The firm offers holistic financial services, including estate planning and tax advisory, ensuring clients receive comprehensive support for their financial well-being.
With nearly three decades of experience, Jeff believes advisors are educators at heart, ensuring clients are informed and confident with their financial planning. Under his leadership, Trajan Wealth continues to thrive, now operating in numerous states with over 40 offices nationwide. Jeff’s dedication and perseverance have not gone unnoticed, as Trajan Wealth has been named a Top Place to Work in 2024. Trajan was also included on USA Today’s Best Financial Advisory Firms list in 2023 and 2024. Outside of work, Jeff enjoys golfing, fishing, skiing, and spending quality time with his family.
Trajan’s Story
Jeff’s story is not complete without covering Trajan Wealth’s history. Trajan Wealth was established as an independent firm in 2012. Our first office opened in Scottsdale, Arizona, with just three employees. Since then, Trajan has grown exponentially to serve our clients’ best interests as a fiduciary firm.
