Meet the Trajan Wealth Team in Tucson, AZ
Client Services Associate
Sherry’s professionalism and friendliness is a cornerstone of our Tucson branch office. She has more than 25 years of executive administration and financial services experience. Sherry enjoys serving our clients and works diligently to ensure a great client experience. In addition to answering phone calls and setting appointments, Sherry manages various client service requests including new account set up, account maintenance, account deposits and withdrawals, general inquiries and portfolio reporting.
Additionally, Sherry works side by side with our custodian (Raymond James) on a daily basis to handle client service requests in an efficient manner. Sherry and her husband are longtime residents of Tucson. When away from the office, one of her favorite activities is riding her horse, Special K.
Investment Adviser Representative
Ruben has been serving clients since 2012. Ruben takes the time needed to understand clients’ goals and concerns and takes them through an educational process that makes them better informed investors. As a valued member of the Trajan Wealth team, Ruben has the knowledge, expertise, and attention to detail that are proven valuable assets to his team, and his successes are easily apparent in the peace of mind he has bestowed on his clients.
Ruben is a graduate of the University of Phoenix, College of Business. Ruben holds a FINRA Series 65 Registered Investment Advisor Representative license as well as a Life, Health & Accident Insurance license. As a Relationship Manager, Ruben’s unique interests and skills help him relate to all walks of life.