Locations in Arizona, Utah, and Oklahoma
1 (800) 838-3079
We are committed to delivering results and keeping your trust.
DIRECTOR OF FIXED INCOME
Sterling comes to Trajan Wealth with over three decades of experience in the financial services industry. Sterling has held positions as an analyst, portfolio manager, CIO and Director of Fixed Income. Sterling’s specialties include equity and fixed income analysis, security selection and macro level investment decision making, Sterling has managed investment portfolios for individuals and institutions including $multi-billion portfolios of fixed income, equity and alternative investments. In addition, Sterling has developed and executed trading and hedging strategies for money center banks in Asia, Europe and North America using interest rate futures & options.
Sterling earned a BA in Political Science and an MS in Economics from Brigham Young University and completed Post graduate studies in Economics at The University of Virginia. Sterling is a CFA charter holder. When not immersed in the financial markets Sterling can often be found on his bicycle.
CHIEF COMPLIANCE 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.
CHIEF MARKETING OFFICER
“Our job is to connect to people, to interact with them in a way that leaves them better than we found them…” – Seth Godin
Tami is a seasoned marketing professional with management, media buying, account and event management and sales training in her background. Tami was Director of Sports Marketing for both the Tampa Bay Buccaneers and Miami Dolphins. She has managed sales and marketing teams and been instrumental in the development of several businesses. Tami was featured in Forbes magazine as a Premier Woman in Business in the December 2010 issue.
In her free time, Tami enjoys gardening, hiking and spending time with friends and family.
CHIEF HUMAN RESOURCES OFFICER
“I love making a positive difference in someone’s life each day”
Diane Woolley is Trajan Wealth’s Chief Human Resources Officer. She is responsible for developing and leading our human resources strategic initiatives to attract, retain, develop and reward employees.
Diane’s career includes more than 25 years of experience with various Fortune 500 organizations – Apollo Education, US Foods, Avnet and Honeywell. She held various HR leadership roles within these organizations. She holds a Bachelor of Science degree in Business Management and a Green Belt Certification in Lean Six Sigma.
Diane grew up in Gilbert, Arizona where she and her husband, Shawn, reside, including a cabin in Payson, Arizona where long weekends are spent enjoying her quality time with her husband, as well as, gardening, cooking and enjoying nature.
DIRECTOR OF FINANCE
“Relationships are the only thing that matters in business and in life.” – Jerry Weintraub
Ianina was born in Belarus and immigrated to the United States with her parents when she was a teenager. She was immediately enrolled into High School with almost no knowledge of English and proceeded to graduate from ASU with a Bachelor of Science degree in Finance Magna Cum Laude. She joined Trajan Wealth when it was a small boutique firm and feels proud to have witnessed the tremendous growth as part of the team. Ianina takes pride in her team operating with utmost integrity, efficiency and courtesy, ensuring that our clients experience exceptional service.
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