Locations in Arizona, Oklahoma, and Utah

Draper, Utah

Make planning easier with your Salt Lake City area fiduciary advisor

Danielle Meister
Danielle Meister
Website-Redesign-circles-steve-woodhead
Steve Woodhead
Trevor Stauffer
Trevor Stauffer

Our Salt Lake City area fiduciary advisors are here for you

  • If you are coming from the North: On I-15, take exit 289 for UT-154/Bangerter Hwy. Keep left at the fork, following signs for Draper. Continue on Bangerter Hwy, then turn right onto 13800 South. Continue onto Minuteman Drive and our office is on the left side of the street.
  • If you are coming from the South: On I-15, take exit 288 for UT-140 toward 14600 South. Keep right at the fork, following signs for Draper. Turn right onto UT-140 East. Turn left at the first cross street onto Minuteman Drive. Continue on Minuteman Drive for 1.2 miles and our office is on the right side of the street.
  • We are on the 1st floor, in the Southeast corner of a glass, multi-story office building.
Danielle Meister

Danielle Meister, CFF

FIDUCIARY ADVISOR

Draper, Utah

Since beginning her career in finance in 2012, Danielle has specialized in working alongside families who are nearing retirement or already retired. She provides honest guidance and education while empowering her clients to achieve financial peace of mind.  Having worked for both Independent Firms and in the Broker Dealer space with UBS Wealth Management, she has gained great insight into the finance industry. Danielle says she prefers working independently with a firm like Trajan because she can offer unbiased advice and financial products that are truly in the best interest of the client. Danielle has a published advisor training series, “Back to Basics” and has been featured on national television on CNBC, ABC, FOX, and PBS.

Born and raised in Wisconsin, Danielle’s blue-collar roots taught her the value of a dollar at a young age and motivated her to work her way through high-school and college at the University of Arizona, Eller College of Business, graduating cum laude. She attributes who she is today to her upbringing; integrity, honesty and family comprise the foundation upon which she has built her life and career.

In her free time, Danielle enjoys adventuring around Park City with her young daughters, Claire and Everly. Her husband, Will, is an Air Force Blackhawk helicopter and airplane pilot. As a family, they ski, bike, travel and root for their NFL teams, the Green Bay Packers and Denver Broncos.

Steve R. Woodhead, CFF

FIDUCIARY ADVISOR

Draper, Utah

Steven R. Woodhead was born and raised in the Salt Lake Valley of Utah. His father started a small grocery chain called, The Store. It was working at The Store side by side with his dad that Steve learned from a young age how to work long hours, and how to treat people with respect and integrity. These are the kind of values that he will bring to you as your fiduciary advisor.

Steve graduated from Brigham Young University in 1987 with an engineering degree, after which he worked 10 years in the medical device field. In 1996, he obtained his Life and Health Insurance License and worked as a “captive” agent for a large health company. He quickly realized that being captive did not allow him to work in the best interest of his clients, so he resigned and became an independent agent. “After many years of experience and hard knocks he feels blessed to have found Trajan Wealth, where he can truly act as a fiduciary and represent his clients without any strings attached.”

Steve is married to Jane Anne, they have four children who are all married and nine grandchildren. When Steve is not working he enjoys staying active playing golf, competitive racquetball, tennis, pickleball, skiing, and hiking.

Trevor Stauffer

Trevor Stauffer, MBA

FIDUCIARY ADVISOR

Draper, Utah

As a seasoned financial advisor, Trevor draws from over 14 years of experience to guide families towards reaching their overall financial and retirement goals. His extensive background includes experience in wealth management, estate planning, tax management and income planning. Trevor works closely with clients to discover their individual needs and objectives, then creates personalized plans with appropriate financial solutions.

Trevor earned his MBA from Westminster College and currently holds a Series 66 and Life and Health Insurance licenses. Through his dedication to the fiduciary standard, Trevor keeps honesty and strong ethics at the pillars of his client relationships. He is dedicated to educating clients, helping them make informed financial decisions, and alleviating the burden families face in preparing for retirement.

Trevor lives in Riverton with his beautiful wife Camie and 5 amazing children, Colsen, Adeline, Faythe, Judsen and Emmit. He loves spending time with his family and often can be found coaching baseball, basketball, and cheering on his children in all sports activities. The great outdoors is his passion and Trevor tries to spend as much time as possible outside in the mountains hunting and fishing.