Meet the Trajan Wealth 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.

"I enjoy what I do and attempt to show it in every interaction."

Jeffrey B. Junior

President, CEO

Jeff Junior has spent over 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. His 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.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff went on to be a decorated Desert Storm veteran of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit. He obtained his degree in 1997 from Campbell University in Buies Creek, NC, he and 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 and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda decided to enter the medical field and is a nurse practitioner. Their son, Conner, is an Air Traffic Controller in the Airforce and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

“Risk management and protecting our clients and their assets is my daily focus.”

Kevin M. Churchill, CFA, CFP®

Chief Investment Officer

As the Chief Investment Officer, Kevin brings over 20 years of investment experience to the team. Throughout his career, he has worked in several investment management roles including; building an investment platform with 20+ years of developing Strategic Asset Allocation models and conducting Investment Policy Committee meetings to evaluate Tactical shifts to the Strategic Models.

He spent over 5 years as a Separately Managed Accounts(SMA) portfolio manager for an S&P 1500 portfolio with 6 portfolio sleeves to build out Large, Mid and Small cap value and growth, growing assets from seed portfolio of $30,000 to over $80 million. Additionally, he has been conducting manager research for over 10 years in asset classes including: Equities, (U.S. Large, Mid and Small Cap, International Developed Markets, Emerging Markets and Frontier Markets), Fixed Income, (Government, Investment grade Municipal and Corporate, Senior Bank Loans, Emerging Market Debt and Global High Yield), and Alternative Investments, (Long/Short Equity, Long/Short Fixed Income, Global Macro and Managed Futures).

Kevin earned his Chartered Financial Analyst (CFA) designation from the CFA Institute after passing rigorous exams demonstrating a breadth of knowledge in investment management. Additionally, he has earned the Certified Financial Planner (CFP®) designation broadening his skill set in working with Private Wealth clients.

Kevin earned a Bachelor’s of Science degree in Computer Science/Business from the University of Puget Sound in Tacoma, WA and also has a Master’s of Science in Finance from Seattle University. He and his wife live in Scottsdale and enjoy golf and the outdoors

"One of the things that brings me the most satisfaction is seeing our clients reach their financial goals and feeling like I have made a contribution to that success.”

Sterling E. Russell, CFA

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.

 

"My goal is to provide each client with a clear path to achieving their financial dreams."

Corbett LaDuke CFP®, CWS®

Financial Advisor

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.

Corbett has been married to his beautiful wife Jennifer for over 15 years. They have 2 children, Wesley, their 12-year-old son, and Sydney, their six-year-old daughter who just started kindergarten. Corbett feels privileged to assist people with their financial dreams.

“I became an adviser to help people live comfortably in retirement, and through education and results, achieve my goal daily.”

Mike Wilson AIF®

Financial Advisor

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.

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

"We don’t know what we don’t know. Take the time to get educated. This will empower you to be confident with your money. I love being a part of that process."

Joshua B. Manwaring

Financial Advisor

Josh Manwaring loves helping people achieve their retirement goals by helping them create a crystal clear path to a secure independent retirement.

Through the years, he has educated thousands of investors who are retired or preparing to retire how to use trustworthy financial strategies to confidently navigate around common mistakes. As life changes, so should the investment strategies clients employ.

Unlike a large Wall Street wirehouse, Josh is proud to be an independent advisor with Trajan Wealth. With Trajan Wealth, he is not limited to a handful of pre-packaged financial products that are touted as “one size fits all.”

He starts by understanding his client’s goals and dreams, then helps them build a step-by-step plan, with plenty of flexibility to account for life’s unexpected twists.

Josh earned his Bachelor of Science degree from Idaho State University and his general business degree from Ricks College (now BYU-Idaho). Over his 20-year career, he has worked for some of the country's largest banks and financial institutions, including Chase Bank and Penn Mutual. He is a fiduciary advisor for his clients.

Josh loves living in Gilbert with his wife, Joni, and their four children, Jaden, Morgan, Sahara, and Crew. He coaches youth football and soccer and is a leader in a local Boy Scouts of America troop. He also enjoys golf, tennis, camping, traveling, and hiking.

"My client's lives matter, and I help them navigate their way towards the best life possible."

Laurie A. Turley

Financial Advisor

Born and raised in Sarasota, FL, Laurie officially entered the business world after graduating from the University of Florida with a bachelor's 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.

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.

“My greatest satisfaction is to help my clients achieve financial peace of mind”

Ruben Angulo

Financial Advisor

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.

"My desire is to build a long term, trusting relationship with each client while simultaneously helping you accomplish your financial goals."

Tim Lambros

Financial Advisor

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.

“I love to help clients feel at peace with their finances by helping them make educated, informed and sound financial decisions.”

Steve Woodhead

Financial 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 seven grandchildren. When Steve is not working he enjoys staying active playing golf, competitive racquetball, tennis, pickleball, skiing, and hiking.

Rand Harper

“As a fiduciary, I love that I’m able to help my clients make important financial decisions with truly unbiased information.”

Rand Harper

Financial Advisor

A native of Arizona, Rand has spent the last 10 years in the financial services industry. As a fiduciary, he has helped hundreds of clients safely navigate the sometimes treacherous waters of today’s financial markets. Prior to joining Trajan Wealth, Rand worked diligently in private practice for his clients, preparing and analyzing hundreds of tax returns for them in an effort to minimize their tax obligations and distribute their assets as efficiently as possible. Rand is a methodical planner, recognizing and valuing the hard work and sacrifice his clients have made to save for retirement. Realizing the importance of the decisions clients make in retirement, he prides himself in being able to talk with his clients about taxes and investing in a down to earth manner, truly helping them make informed and educated decisions.

Rand holds a FINRA Series 65 Registered Investment Advisor Representative license as well as a Life, Health & Accident Insurance license.

Rand lives in Mesa with his wife, Rhiannan, and their four beautiful children, Kali, Nash, Navy, and Remi. He loves spending time with them, whether fishing in Alaska, camping in northern Arizona, boating at the lake, or relaxing on the beach.

Steve Harper

"I love helping people make wise and well-informed decisions that will benefit them and their families for years to come."

J. Steve Harper, CFP®, CASL®, ChFC®, RICP®

Financial Advisor

Steve loves helping his clients lower their stress by making the complex simple and easy to understand. He’s found his clients are able to take the worry off their plate and sleep well at night. Working together he has enjoyed helping his clients make the decisions that benefit them and their families. His clients truly are an extension of his family.
Early in his career Steve felt a responsibility to give his clients real advice rather than just selling. He passed the two day – ten hour board review exam to earn his Certified Financial Planner® designation at the start. He’s gone on to earn several more designations in order to continue to give his clients the best advice possible. Steve earned a Bachelor of Science degree in Business and Finance from Utah Valley University.

Steve has worked with big firms such as Fidelity Investments, New York Life and Citibank. He’s found that in order to give truly objective and unbiased advice he needed to be an Independent Fiduciary Advisor. True Independence is the reason he enjoys working with Trajan Wealth.

His wife Amy and their three children are the center and focus of his life. They spend a lot of time together playing youth sports. Lacey is the oldest and plays in a club volleyball league. Jace and Tyler both like playing basketball and flag football. Amy teaches all three piano lessons. They all enjoy playing together and teasing each other as much as possible.

Marti Bryant

“Knowing that I have worked with my clients to build a financial plan with purpose and intent in order to achieve their retirement dreams is a true honor.”

Marti Bryant

Financial Advisor, CDFA®

Securities-licensed in all 50 states with over 12 years serving as a financial advisor, Marti Bryant specializes in working with people who are close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti has been a tax advisor for more than 20 years, and she always considers taxation when advising clients. Marti is also a Certified Divorce Financial Analyst (CDFA®), working with attorneys to create fair and equitable settlements during divorce.

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being an independent advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker”. She’s been published in the Wall Street Journal’s MarketWatch and featured in Forbes magazine. She interviewed on TV shows “The Consumer’s Advocate” and “Moving America Forward”, both televised nationally.

Shane

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

Shane McGreevy

VP of Compliance

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.

“You have to pick what you’re going to be worried about. Markets are volatile, but retirement is certain.” -Nick Murray

Paul Kendall

VP of Client Development

Paul comes to Trajan Wealth with over 12 years of experience in financial services that started back in his home town of Denver Colorado. He spent a decade in Chicago as a Regional Vice President for an investment and retirement planning firm and moved to Arizona a year ago. Paul brings a unique perspective to the team with a deep understanding of the varieties of different investment and retirement vehicles and is passionate about helping people better understand the market and investing overall.

When Paul is not in the office or hosting one of the Trajan educational events he can be found engaging in his other two passions which are fly fishing and playing music.

Tami Hampshire

Chief Marketing Officer

Ianina Semtchina

Director of Client Relations

Diane Woolley

VP of Human Resources 

Amy Brandsoy

VP of Client Journey

Locations

Speak to our financial team today about your future goals and how we can help. Our offices are open 9 AM- 5 PM, Monday - Friday.

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