Meet the Trajan Wealth Team in Tucson, AZ

Sherry Hillman

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.

Ruben Angulo

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.

Tim Lambrose

Investment Adviser Representative

Tim is passionate about helping families achieve their retirement goals and is excited to bring his experience to Trajan Wealth. He worked with Tucson families and their financial goals for 35 years. From 1983 to 2000, Tim built an Allstate insurance agency from scratch to help clients preserve their assets and save for retirement. After successfully selling his firm, he started a local Church in northwest Tucson (where he still attends) and for 12 years helped Pastor families in Dave Ramsey principles of money management and giving. Since then he has been working as a fiduciary for people near or in retirement.

Tim has been married to his amazing wife Kathy for 37 years, has four adult children and 11 grandkids. He loves Arizona basketball, fly fishing and is a fantasy baseball geek.

Locations

Speak to our financial team today about your future goals and how we can help.

Contact Us