Executive Leadership
We are committed to delivering results and keeping your trust.
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 has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.
A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently speaks on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.
Brenda Junior
President
“Some succeed because they are destined to, but most succeed because they are determined to” – Henry Van Dyke
Brenda comes to Trajan Wealth with a background in the medical field. Brenda received her Bachelor of Science in Nursing and graduated Cum Laude from Chamberlain University and was inducted into the Sigma Theta Tau International Honor Society. She worked as a Neuro Nurse at Banner University Medical Center for several years before deciding to pursue higher education. Brenda graduated Suma Cum Laude and received her Postgraduate degree from Chamberlain University with a Master of Science in Nursing as a Family Nurse Practitioner.
After careful consideration, she decided to apply her extensive management skills to the family financial business. Brenda maintains her nursing license. She is also a former volunteer at Hospice of the Valley and brings professionalism and attention to detail to every project.
Brenda met her husband Jeff while serving in the Marine Corps; 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 COFOUNDER 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
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.