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 and 2025. Trajan was also included on USA Today’s Best Financial Advisory Firms list in 2023, 2024, and 2025. 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.
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.
David Busch, CFA®
Chief Investment Officer
“Success is not final, failure is not fatal: it is the courage to continue that counts.”
– Winston S. Churchill
David Busch, Chartered Financial Analyst®, is a seasoned investment leader with a passion for translating complex market dynamics into actionable strategies. As Chief Investment Officer at Trajan Wealth, he develops and implements firm-wide investment strategies, guiding asset allocation with precision and insight. His expertise spans fixed income, equities, alternatives, and derivatives—optimizing portfolios to enhance risk-adjusted returns and align with client goals.
With a career rooted in innovation, leadership, and growth, David has directed multi-billion-dollar portfolios. He has achieved a solid record of producing competitive returns across global asset classes.
Committed to financial education, David produces insightful market commentary, thought leadership, and educational content to keep clients informed and empowered.
Udayan Mitra, CFA®
Chief Investment Officer of Alternatives
“Most people overestimate what they can do in one year and underestimate what they can do in ten years.”
– Bill Gates
Udayan Mitra comes to Trajan Wealth with over two decades of experience in the investment management industry. He has held positions as a proprietary trader, senior portfolio manager, Investment Director, and CIO across institutional investment management firms, pension funds, and several large, institutional-class family offices. His specialties include equity and fixed-income analysis, derivative markets, alternative investments, asset allocation, and macro-level investment decision-making.
Udayan has managed investment portfolios on a long-only basis against benchmark indexes and on an absolute return basis to generate uncorrelated excess returns. Udayan has also developed innovative asset allocation frameworks to optimize risk-adjusted returns, as well as derivative overlay strategies to mitigate unanticipated downside risk.
Udayan earned a Bachelor of Science in Economics from the London School of Economics and an MBA in Finance from Rice University. He is also a Chartered Financial Analyst®. A keen student of the financial markets and a firm believer in long-term investing, Udayan enjoys immersing himself in Bloomberg, researching ongoing developments across the global capital markets. He also enjoys presenting at industry conferences. On the lighter side of life, Udayan is an ardent soccer aficionado and enjoys fine wine, music, and international travel.
Amy Rhodes
Chief Marketing Officer
“The trouble is, you think you have time.”
– Buddha
Amy Rhodes brings over 20 years of Marketing and Brand-Building experience to her role as Chief Marketing Officer at Trajan Wealth, where she leads brand strategy, creative vision, and the marketing team with clarity, heart, and purpose.
Amy’s career spans some of the most recognizable names in consumer brands — including Henkel, The Dial Corporation, and PetSmart — as well as fast-moving innovators across Beauty, Natural & Organic Foods, Cannabis, and Pet Care. At PetSmart, she spearheaded a full-scale transformation of their private brand portfolio, reimagining a multi-billion dollar portfolio of 24 brands across food, fashion, specialty, and home — a effort that exceeded sales goals and redefined what private label could be at scale.
As co-founder of LUCID STUDIO, the sustainability-focused creative division of Marketing By Design, Amy partnered with forward-thinking brands to build eco-conscious branding solutions that helped companies grow while minimizing environmental impact.
What sets Amy apart is her ability to bridge big-picture strategy with grounded execution — translating an organization’s values into a marketing strategy and brand story that resonates and moves people. At Trajan Wealth, that mission is deeply personal. She believes that when a company leads with heart and a clear sense of purpose, powerful storytelling follows naturally — and the results do too.
Amy is also a champion of inclusive leadership and a firm believer that creativity grounded in purpose can change the world, for the better.
Outside of work, she loves spending time with her family, is a dog mom, a metalsmith and a yogi.
John DeMarco, IACCP®
Chief Compliance Officer
“Success is a journey, not a destination.”
– Arthur Ashe
John grew up on the East Coast and graduated from the University of Delaware with a BA in Crime and Sociology. He moved to Arizona to enjoy the weather and outdoor lifestyle. He brings with him over 25 years in the financial industry in Sales, Service, and Compliance roles. He was a Compliance Director at Edward Jones, and a CCO at Csenge Advisory before joining Trajan Wealth in 2023. In his spare time, John enjoys fitness activities, cooking, and traveling.
Pradeep Chintam
Chief Technology Officer
“In a day when you don’t come across any problems, you can be sure that you are travelling in a wrong path.”
– Vivekananda
Pradeep is a senior technology executive with over 18 years of experience leading enterprise AI transformation, platform engineering, and digital innovation within financial services and highly regulated industries. He most recently served as Vice President, Head of AI, Cloud, and Architecture at Osaic, where he led enterprise AI strategy, architected scalable cloud platforms, and drove the adoption of applied AI and GenAI solutions to enhance advisor productivity, operational efficiency, and decision-making.
Prior to Osaic, Pradeep was Director of Technologies at American Express GBT, where he started and scaled an enterprise AI Center of Excellence and led global teams in delivering AI-driven customer service automation, intelligent workflows, and data-driven insights. His career also includes leadership and engineering roles at Fidelity Investments, Xerox State Healthcare, Oracle, and other global organizations, where he consistently drove large-scale modernization and innovation initiatives.
Pradeep holds a PhD in Artificial Intelligence and Machine Learning from Mississippi State University, along with a Master’s and Bachelor’s degree in Engineering from India. He is currently pursuing an Executive MBA at MIT Sloan School of Management. His work focuses on aligning AI strategy with business outcomes, governance, and responsible adoption at scale.
