Welcome to The Trajan Wealth Investment Team

Despite our decade of experience, our full service team actually starts with you, our client. Starting on a foundation of mutual respect and understanding, we dedicate the time needed to listen to your goals and educate you on the options. As a boutique firm, we have the ability to customize the portfolio to meet your own unique goals.

For more information about Jeff Junior, visit his personal website at JeffJunior.com.

“I enjoy what I do and attempt to show it in every interaction.” — Jeff Junior

Jeffrey B. Junior

President

Jeff Junior has spent nearly two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses, and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. Jeff is a decorated Desert Storm veteran of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit. Obtaining his degree in 1997 from Campbell University in Buies Creek, NC, he immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner and now president of Trajan Wealth. Jeff’s high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar and countless others.

Darren Leavitt, CFA®

Chief Investment Officer

Darren Leavitt joined Trajan Wealth in 2014 as the Chief Investment Officer, bringing more than 20 years of investment experience to the Trajan team. Throughout his career, he has successfully worked with a number of different types of investments in a broad array of strategies as a portfolio manager, analyst and trader. Darren earned his Chartered Financial Analyst designation from the CFA Institute after passing rigorous exams indicating his extensive knowledge and familiarity with portfolio management and wealth planning, among other related topics.

Darren was awarded a Bachelor of Science degree in Finance from DePaul University, and earned his Master’s in Financial Markets and Trading from the Illinois Institute of Technology. He grew up in Arizona and enjoys spending his free time with his two sons, Cole and Declan.

 While she takes great pride in giving the best service and advice possible to her clients, her true joys in life are her husband and their three adorable boys.

Laurie A. Turley

Investment Advisor Representative

Born and raised in Sarasota, FL, Laurie officially entered the business world after graduating from the University of Florida with a Bachelors degree in Finance in 2000. Previously, she obtained her state insurance licensure during her senior year and started as a college agent for a life company headquartered in Milwaukee,WI. Simultaneously, she completed an internship in commercial lending with a bank in Florida. She added several state and regulatory licenses to her repertoire over the next couple of years, including her Series 7 and 66, to broaden her capabilities.

Laurie spent six years dually employed by the investment division and retail side of two banks. She joined Trajan Wealth in the summer of 2009, and has since added Property & Casualty licensure in addition to having become actively involved with Trajan Wealth as an Investment Advisor Representative.

Altogether, Laurie has nearly 15 years of experience in the insurance, retirement planning and banking industries.

 

Corbett has been married for 13 years to his beautiful wife Jennifer and has two great children; son Wesley (10) and daughter Sydney (3). He lives in Cave Creek and enjoys the small town feel in a big city like Phoenix.

Corbett LaDuke CFP®, CWS®

Investment Advisor Representative

Corbett is a seasoned financial advisor who has spent over 20 years in the financial services industry. Before joining Trajan Wealth, those 20 years were spent with Charles Schwab & Company in which he managed over 400 clients. In addition to that experience, he brings with him both the Certified Financial Planner and Certified Wealth Strategist designations. Corbett has worked in various areas of Charles Schwab & Company and has a very robust knowledge of wealth management and financial markets.

Corbett was born in Colorado, and attended high school and college in Hawaii. Since he was a small boy, Corbett has had an interest in the financial markets. After he graduated from the University of Hawaii with his BS in International Business, he worked with his father who was a CPA who assisted him with his very first investment in the markets. This ignited a spark that would fuel his passion for the financial services industry.

 

 

When Mike is not in the office, he enjoys spending time with his family, coaching his kids’ sports, BBQ-ing, traveling, and is frequently spotted on the hiking trail or golf course.

Mike Wilson

Investment Advisor Representative

Mike comes to Trajan Wealth experienced in assisting pre-retirees and retirees devise and implement their personal retirement strategy. Mike is originally from Maryland where he graduated with honors from Towson University and earned his B.S. in Accounting, and a minor in Finance.

Mike began his financial career working for PricewaterhouseCoopers while obtaining his degree and specialized in mutual fund and bank audits. Mike has held multiple director level roles after PwC. During his tenure in financial services, he has educated financial advisors, developed investment case scenarios for clients, and trained other consultants to provide similar expertise. Mike currently holds his Life & Health Insurance license and Series 65.

 

Outside of the office, Josh enjoys an active lifestyle and spending time with his wife, Tracy.

Joshua Cooksey

Investment Advisor Representative

Originally from Indiana, Josh moved to Arizona in 2006 to attend college and exchange the dreary Midwestern climate for the beautiful Arizona sunshine. After graduating, he obtained his life and health license and spent four years working as an agent helping clients plan for their retirement needs, medical costs and final expenses.

In an effort to expand his role and provide more comprehensive service, he went to work completing the Series 65 test. Upon obtaining his securities license, he joined with Trajan Wealth in 2015. Josh works diligently to help his clients utilize safe money strategies for protecting their assets and preserving their wealth in order to meet their retirement income needs. He also helps clients obtain business loans and position life, health and disability insurance appropriately within their portfolios.

Ron is an active listener, is light hearted and loves to laugh. When not working for his clients, you may find him locally hiking one of the many mountains or traveling with his wife to the beach.

Ron Darling  MST, CPA®   

Director of Tax Services

Ron is a Certified Public Accountant,  CPA and is a full time employee and Director of Tax at Trajan Tax. With a Masters degree in Taxation from Long Island University, he applies law and theory into your unique and possibly complicated tax situation. Through education, Ron will work hard to teach you the benefits that exist and how to take advantage of them now and into the future.

Ron believes in being the “voice of the client” and ensures that your tax and regulatory concerns are addressed with your best interests in mind. He will not only answer questions, but will help you learn what you don’t know and position your investments for a healthier, and possibly a safer retirement.

chris

Chris Mehling

Administrative Assistant 

 

Stephanie

Stephanie Roper

Administrative Assistant

 

Iania

Ianina

Administrative Assistant

 

Ready to create a personalized plan for meeting your financial goals?