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.
Jeffrey B. Junior
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.
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
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.
Corbett LaDuke CFP®, CWS®
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 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.
Mike Wilson AIF®
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.
Joshua B. Manwaring
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.
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.
Laurie A. Turley
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.
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 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.
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.
VP 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.
Chief Marketing Officer
Director of Client Relations
VP of Human Resources
VP of Client Journey