Jeff Junior
Founder and CEO
“Over Commit To Solve Other People’s Problems. Regardless Of Our Title, It’s All About Helping Your Fellow Employee, Client, Or Prospect.”
– Jeff Junior
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.
Brenda Junior
President
“Some succeed because they are destined to, but most succeed because they are determined to.”
~ Henry Van Dyke
Brenda joined Trajan Wealth with a diverse background in the medical field and service in the Marine Corps. She earned her Bachelor of Science in Nursing, graduating Cum Laude from Chamberlain University, where she was also inducted into the Sigma Theta Tau International Honor Society. For several years, Brenda worked as a Neuro Nurse at Banner University Medical Center before deciding to pursue further education. She graduated Summa Cum Laude with a Master of Science in Nursing, specializing as a Family Nurse Practitioner, also from Chamberlain University.
After careful consideration, in 2019 she decided to apply her extensive management skills to the family financial business. Brenda maintains her nursing license. She is also a former Hospice of the Valley volunteer and brings professionalism and attention to detail to every project.
Brenda met her husband, Jeff, while serving at Camp Lejeune. They have two children together, Conner and Bree. In her spare time, Brenda enjoys spending time with family and friends. She enjoys watching football, playing golf, and recently enjoying fishing as a pastime.
Kent Phelps
Trajan Estate Co-Founder and Attorney
“I slept and dreamt that life was joy. I awoke and saw that life was service. I acted and behold, service was joy.”
– Rabindranath Tagore
As a second-generation estate planning attorney with over 25 years of experience, Kent Phelps appreciates the positive impact a customized estate plan can have on his clients and the generations that follow. Without considering estate planning, family members can be left in confusion, turmoil, or worse after a loved one passes. That is why he focuses on creating comprehensive estate plans that fulfill the wishes of professionals, business owners, and retirees – enabling a transition that protects the remaining beneficiaries.
Kent has been admitted to the State Bar of Arizona. He received his Bachelor’s degree from Arizona State University and his J.D. from the University of the Pacific. Additionally, he is a member of the Wealth Counsel and the Arizona State Bar Probate & Trust Section.
Kent is recognized in the media as an estate planning authority. He has been featured in ABC News, NBC News, FOX News, and Bloomberg Law.
Shane McGreevy
Chief Operating Officer
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffet
Shane comes to Trajan Wealth with over 20 years of experience in the financial services industry. His background includes experience in the following areas: Compliance, operations, performance, pricing, product development, registered products, and private funds.
Most recently Shane was at Northern Trust Asset Management (NTAM) where he managed the Valuations Oversight Team and was Chair of the Pricing & Valuations Committee – With oversight of all registered products within NTAM. Prior to moving to Arizona, Shane lived in New York where he worked at a boutique structured credit registered investment advisor.
Shane earned a BS in Economics from the University of Minnesota. When Shane is not in the office, he enjoys spending time with his family, traveling, boating, and occasionally golfing.
Diane Woolley
Chief Administrative Officer
“Whoever is happy will make others happy too.”
– Anne Frank
Diane came to Trajan Wealth with over 30 years of experience with various industries within Corporate America. She held a number of leadership roles across the Human Resources spectrum with Honeywell, Avnet, US Foods, and Apollo/University of Phoenix. She holds a bachelor’s in Business Administration.
She has the best of both worlds with a home in the valley and in Payson, so she and her husband, Shawn spend time commuting back and forth. In her spare time, she also enjoys gardening and spending time with her family.
