Fiduciary Advisors

Phillip originally hails from Seattle, Washington, but later relocated to Arizona, where he attended Arizona State University and earned a BA in Financial Planning and Services. He has over three years of experience in the financial planning industry, most recently serving as a Financial Advisor at Vanguard. In his role at Vanguard, Phillip assisted clients in developing strategies tailored to their individual circumstances, ensuring they stayed on track to achieve their financial goals.

Phillip has worked with a diverse range of clients and takes the time to thoroughly understand their unique backgrounds. This allows him to develop customized strategies that meet each client’s specific needs. He is passionate about helping his clients achieve their goals. Phillip is a CERTIFIED FINANCIAL PLANNER® professional and possesses extensive knowledge in various areas of financial planning and the financial markets.

Phillip’s passion for the industry comes from the various mentors he has had along his professional journey, all of which have played key roles in forming his professional career. When he is not working with clients, he enjoys spending time outdoors, either playing pickleball, golfing, or hiking around Arizona. He also enjoys spending time with his friends and family.

Helen has been helping clients achieve their financial goals for over 25 years. Her approach focuses on thoughtful, comprehensive planning and attentive, personalized service. Helen believes that no matter where an individual is in meeting their goals, she can help them move forward.

Helen has a BA from Central College in Pella, IA, and a master’s degree from Drake University in Des Moines, IA.
She is also a CERTIFIED FINANCIAL PLANNER™ professional and holds Chartered Financial Consultant® and Chartered Life Underwriter® designations.

Helen lives with her husband, John, and three fur babies, Zydako, Lady Liberty, and Bella. Away from work, Helen loves spending time with her two children and grandchildren in Oregon and traveling to explore new places and experiences. For actual downtime, nothing is better than escaping into a good book.

Ruben is an Investment Advisor Representative at Trajan Wealth. He has spent over a decade helping clients with their financial and investment needs. Ruben is also a Life, Health, and Accident licensed insurance agent. Before joining Trajan Wealth, Ruben spent five years training and coaching other advisors around the country on best practices, financial planning, and effective solution design. This allowed him to develop a unique set of skills, and experience. Ruben continues coaching and helping advisors at Trajan Wealth.

Ruben has a bachelor’s degree in Business Administration from the University of Phoenix. He is a true believer in the fiduciary standard and enjoys listening first. It is important to him to understand his client’s goals and concerns, so he can give honest guidance, education, and empower his clients to achieve financial peace of mind.

Ruben grew up in the border town of Nogales and has been living in Tucson for the last 18 years. He is fluent in both English and Spanish and enjoys spending time with family. He likes to play the guitar and has an affinity for anything related to science, engineering, and technology.

Ruben has been married to his beautiful wife Ana for 8 years. They have three sons, Luis who is 13 years old, 4-year-old Daniel, and baby Ruben, who is 1 year old. Daniel and Bart, their little Yorkie who thinks of himself as a lion, like to go on adventures every day. Ruben enjoys helping his clients accomplish their goals and live the life they deserve.

Jen comes to Trajan Wealth with over 15 years of industry experience. She takes pride in building long-term relationships with families who rely on her as their trusted fiduciary advisor. Jen has a genuine passion for helping clients through the financial planning process. She especially enjoys helping them plan for retirement, achieve their goals and sustain their retirement dreams. The bulk of her career has been spent doing just that; helping smart, hard-working people retire. The greatest reward and compliment Jen finds in her work is from creating nurturing client relationships such that her clients’ extended family members often come to her for help as well, to develop relationships of their own. She believes money is a path to help people live the life of their dreams, and she is driven by being able to help clients with this through the process of financial planning. Inherently, in developing relationships with families as a trusted advisor, Jen has worked with many of them while passing wealth to the next generation. Jen finds it greatly rewarding to be able to serve families as a gentle helping “hand to hold” during a difficult time for a family.

Jen holds dual bachelor’s degrees from California State University, San Bernardino, in Psychology and Human Development.

Jen has been happily married for 18 years to her husband David, a software developer and veteran of the US Army. Together, they have two young daughters who enjoy learning, art and adventure. Both of her girls have participated in taekwondo, swimming, 5k running races, and most recently, soccer and gymnastics. Jen is an avid distance runner and enjoys participating in marathons and 50k trail running races.

Marti has over 12 years as a fiduciary advisor specializing in working with people 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 always considers taxation when advising clients.

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary 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.”

Michael Collins is passionate about developing and refining a process that helps his clients grow, protect, and distribute their wealth in a risk and tax-efficient manner. Michael has almost 30 years of financial planning experience and a degree from the University of Nebraska in Lincoln with a major in Business Administration. Raised in a single-parent home, he learned the importance of not just having a financial plan but living that plan very early in his life.

Before joining Trajan Wealth, he worked with Trusted Capital Advisors. He worked with public and private institutions and individuals in all areas of financial planning, focusing on portfolio management and retirement income planning.

Michael has been married to his beautiful wife Becki for 13 years. They have 2 children, Marcus and Mitchell. They enjoy playing golf and spending time with their 2 dogs Sasha and Sadie, in their spare time. Michael feels blessed by the clients that have chosen him to help them reach their financial hopes and dreams.

With nearly two decades of experience in the financial industry, Kindra is a trusted financial advisor dedicated to acting in her clients’ best interests. As a fiduciary, she offers objective and transparent advice tailored to meet each individual’s unique financial needs, empowering them to make informed decisions with confidence.

Throughout her career, Kindra has assisted individuals, families, and businesses in confidently navigating complex financial decisions. She provides a comprehensive and personalized approach to wealth management, covering areas such as retirement planning, investment management, risk assessment, and tax strategies. Kindra is particularly passionate about empowering women through financial education. She helps women take control of their futures by providing the tools and knowledge necessary for them to feel confident in managing their finances.

Kindra earned her Bachelor’s degree in Finance from Portland State University in 2006 and holds licenses in both life and health insurance. Her extensive expertise and personal approach make her a trusted advisor for clients at every stage of life.

Outside of her professional life, Kindra enjoys spending time with her two dogs, Kaia and Kona. She loves traveling, skiing, golfing, and playing pickleball, and is deeply passionate about being in nature whenever possible.

Dominick DeAngelis is a Certified Financial Planner® professional based in Scottsdale, Arizona. With over 15 years of experience in the financial services industry, Dominick has built a reputation for providing expert financial guidance to individuals and families. Throughout his career, Dominick has held key positions at leading firms such as Vanguard, Charles Schwab, Northwestern Mutual, and U.S. Bank, gaining a wide range of expertise in comprehensive financial planning and investment management.

A graduate of Arizona State University with a Bachelor’s degree in business and American history, Dominick brings a unique blend of analytical and strategic thinking to his work. Born in Chicago, Illinois, and raised in Phoenix, he attended Arcadia High School before pursuing higher education.

Dominick is passionate about helping clients achieve their retirement goals and is dedicated to securing their financial futures. Outside of work, he enjoys traveling and exploring new countries, outdoor activities, and spending time with his wife Lauren of 10 years and their two young children, a boy and a girl.

Ryan has his MBA in Management. With over ten years of industry experience, Ryan has worked with Financial Advisors as a Wholesaler and directly with clients as an advisor. The knowledge gained from working with both advisors and clients gave Ryan a better understanding of how to take a holistic approach when servicing and helping clients reach their retirement goals.

As a former college and professional athlete, Trajan’s dedication to their clients and discipline in helping them reach their financial and retirement goals perfectly align with his work ethic and commitment to doing the same.

Ryan is married to Jackie; they have three young children. When Ryan is not working, he enjoys traveling and spending time with friends and family.

Nathan is a financial advisor with over 18 years in the financial services industry. Before committing his career to Trajan Wealth, Nathan spent time at other large brokerage firms and one smaller RIA firm. Having had different roles as an advisor, financial planner, and portfolio advisor has given him a broad range of knowledge. Nathan has worked with a diverse client base and loves finding solutions.

In addition to his previous roles, Nathan is a CERTIFIED FINANCIAL PLANNER™ professional. He has also obtained licenses in life and health. Nathan has learned that listening is one of the most essential tools an advisor can have.

Nathan was born in Abu Dhabi in the United Arab Emirates. Shortly after being born, his family moved back home to Montana and then eventually settled in Arizona for the past 35 years. Nathan has been married to his wonderful wife Courtney for almost 16 years. They have been blessed with four great children, Landon, Olivia, Henry, and Ruby.

Their youngest child, Ruby, has some special needs, giving them some experience as parents navigating the medical world and working with specialists trying to provide her with the best care. This has provided an excellent opportunity for Nathan and Courtney to advocate for children with special needs. Nathan is active in his church and loves spending time with his family. Challenges in life have helped him understand the importance of empathy for others.

Following in his father’s footsteps, Sam is a portfolio manager with over six years of experience in the financial services industry. Before joining Trajan Wealth, Sam began his career as a brokerage professional at Vanguard, where he became infatuated with helping families with their financial endeavors. He quickly became a financial advisor and later obtained the marks of a CERTIFIED FINANCIAL PLANNER™ professional. Sam also holds the life and health licenses.

Every client is different and unique, and Sam is dedicated to providing his clients with the best advice. He does this through active listening and showing compassion to provide sound guidance and education tailored to each of his clients’ specific wants and needs. He loves to see his clients plan effectively and watch as they enjoy the fruits of their labor throughout their retirement years.

Sam was born and raised in Scottsdale, AZ, near the home of Trajan Wealth. He graduated from the University of Arizona with his BS in Finance and met his beautiful wife, Marissa. When Sam is not working, he is either golfing, exercising, or cheering on his Nebraska Cornhuskers and AZ sports teams, surrounded by his friends and family.

In Brandon’s early life, he grew up in a family struggling to make ends meet. The emotions this stirred in Brandon at a young age prompted him to ensure that his family never had to do without, which emboldened him to join the Marine Corps to find a new way of life.

It was in the Marine Corps that Brandon learned the character attributes of judgment, decisiveness, initiative, and most importantly, unselfishness. It was also there that he met his wife Silvia and began their family. The two now have four children: Jacob, Roman, Lucia, and Leyla.

When it was time for Brandon’s military career to come to an end, he still wanted nothing more than to continue to serve people. Brandon realized he could do this by helping others make their dreams come true by helping make sense of all of their financial options and take control of their life.

Brandon feels extremely fortunate to have had the opportunity to positively impact the lives of those he comes in contact with every day for the past seven years. He strives to partner with the people he serves by learning what is truly important to them, empowering them to make keen decisions about their money, and creating and constructing a financial plan together that will help them achieve their goals and dreams. Those goals and dreams could be anything from planning for retirement, living in retirement, saving for their children’s education, or preparing for the unexpected.

Nate is committed to helping clients understand all the pieces that go into financial planning. His favorite part of the job is seeing his clients gain a better understanding of their financial situation and becoming more confident in their finances. He loves seeing his clients be able to enjoy their retirement the way they always dreamed about. Nate enjoys getting to know people from all walks of life and being able to help them get to where they want to be.

Nate did not always want to be in finance, but he did know he wanted to help and serve others in some way. After working as a teller, and then as a deposit counselor at a bank, he saw firsthand how a person’s finances affect all aspects of their lives. Nate saw how educating people about their financial options could be a great way to serve and benefit others. He became a financial advisor and then dedicated himself to becoming a CERTIFIED FINANCIAL PLANNER™ professional so that he was better equipped to give clients the guidance they needed.

Nate graduated from Harding University where he met and married his wife, Kasey. They have two beautiful children, Aubrey and Parker. They love going on family adventures and enjoy cheering on both the St. Louis Cardinals and the Oklahoma City Thunder.

Cody has over eight years of investment and financial planning experience. He is a Chartered Financial Analyst® and also holds the Life, Accident, and Health Insurance License. He started his working career as a research analyst for a boutique Registered Investment Advisory (RIA) firm in Austin, TX researching individual stocks, mutual funds, ETFs, and private placements for high-net-worth families and corporate pension plans. He then became a financial advisor, where he started taking on clients and doing everything from research to onboarding to trading, portfolio management, and compliance. What he loves about Trajan Wealth is the specialization of labor and he now spends his time focused on what he has always enjoyed most, working directly with clients so that we can help them reach their financial goals.

Cody’s college education includes the United States Air Force Academy, where he completed parachute jump training and combat survival training. He then received a tennis scholarship to play for the University of South Alabama, where he graduated Summa Cum Laude in Economics and Finance. After college, he played semi-pro tennis on the German Club Tour and is also the only person in New Mexico state history to win four straight 5A high school tennis championships. He enjoys playing tennis, soccer, volleyball, golf, and rock climbing in his spare time.

Dan is a seasoned financial advisor who has spent over 30 years in the financial services industry. Before joining Trajan Wealth, those 30 years were spent in a variety of Leadership, Consulting, and Advisory roles with Fortune 500 financial services companies. Dan has worked in various areas of Financial Planning and has a robust knowledge of wealth management and financial markets. In addition to that experience, he brings with him the CERTIFIED FINANCIAL PLANNER™ professional designation.

Dan was born in Ohio and attended Moeller High School in Cincinnati. He received his Bachelor’s Degree in Mechanical Engineering Technology from the University of Dayton. He worked for Texas Instruments as an Automation Engineer for five years. Dan became interested in investments while working at TI and educated himself on financial planning and investing before entering the financial services industry. Dan has been married to his beautiful wife, Lori, for over 34 years. They have two children, Erik and Kyle. Dan enjoys helping others become better educated on financial matters and assisting them in achieving their goals.

Terry is a financial advisor with over 16 years in the financial services industry. Before committing his career to Trajan Wealth, Terry spent time at Orion Investments, Halo Investments, John Hancock, and a decade at Morningstar Investment Management. Terry has worked in various areas of Financial Planning and has a robust knowledge of wealth management and financial markets.

Terry graduated from Marquette University with a degree in Finance. He is a true believer in the fiduciary standard and enjoys listening first. He is dedicated to educating clients, helping them make informed financial decisions, and alleviating the burden families face in preparing for retirement.

Terry has been married to his amazing wife Kate for over 12 years. They have four wonderful daughters. Terry loves Chicago Bears football, Marquette basketball, and ping-pong. When Terry is not assisting clients, he can be found at his children’s events or on the golf course.

Chris began his career in the financial industry over twenty years ago as a bank teller. By doing this, he was able to put himself through college in the Midwest. Here he got both his bachelor’s degree in finance and his master’s in business administration.

Since then, Chris has served in various roles in the banking industry, taking on positions from Portfolio Manager to Senior Trust Officer.  It is this education and experience that Chris brings to Trajan Wealth.

As a registered investment advisor, Chris gets to do what he loves best: educating people on how to achieve their financial goals best. Chris truly has the heart of a teacher, and through education and understanding, guides his clients to achieve financial peace of mind.

Chris has been married to his wife, Raina, for over 23 years. The two have three children at home and one adult son proudly serving as a Combat Medic in the United States Army. Chris has a passion for reading and continuously learning new things. He loves sharing what he knows and helping people wherever he can.

Justin is from Cincinnati and graduated from the University of Cincinnati, where he obtained a B.B.A. in Real Estate and Marketing. Justin’s experience includes sales and business development, and he has been in the private wealth management industry for three years, most recently at JP Morgan Private Bank, helping clients with their investment strategy and legacy planning goals. He holds the life insurance licenses, Series 7 and Series 66.

Justin is passionate about keeping up with the markets and helping his clients make smart investment decisions without letting their emotions affect their long-term plans during crucial moments in the market cycle. His enthusiasm for building relationships, managing investments, and educating others enables him to assist his clients in dealing with the unpredictability of the markets by offering sound advice and guidance for implementing an actionable plan, regardless of their current financial situation or specific needs.

Justin enjoys golf, snowboarding, working out, and spending time with friends and family. He spent the last five years in Houston before recently relocating to Scottsdale with Trajan Wealth. His favorite sports team is his hometown, the Cincinnati Bengals, and he is a huge fan of LeBron James. He also loves to follow the PGA Tour.

Andy is a financial advisor with over 22 years in the financial services industry. Before committing his career to Trajan Wealth, Andy spent time at Morningstar, Northwestern Mutual, and EnnisKnupp. Having had different roles as an advisor, institutional investment consultant, and investment sales has given him a broad range of knowledge.

Andy has worked with a diverse client base and loves finding solutions. In addition to his previous roles, he also obtained licenses in life and health. He also received his MBA with distinction in Finance from DePaul’s Kellstadt School of business. Above all of these distinctions, Andy has learned that empathy is one of the most essential tools an advisor can have.

Andy was born in Cedar Rapids, IA, and has learned a great deal about financial planning from his father, who is a wealth advisor with over 55 years of experience. Andy has been married to his wonderful wife, Meredith, for over 19 years. They have two exceptional children, Sara and Zach, and are parents to the sweetest golden doodle, Maggie. When Andy is not helping his clients with their financial needs, he can be found golfing, skiing, or playing tennis.

Tom is a portfolio manager with over seven years in the financial services industry. Before joining Trajan® Wealth, Tom spent time at a professional services firm delivering integrated audit, tax, and consulting services to a diverse client base, including individuals, financial institutions, and not-for-profit organizations.

Tom obtained licenses in life and health insurance. He is dedicated to using his experience and background to educate and guide clients to meet their financial, tax, retirement, and legacy planning goals and needs.

Tom was born and raised in Massachusetts and has been a resident of Arizona since 2017. Tom enjoys discussing East Coast roots with clients who are transplants to Arizona from across the country, like himself. In particular, because of his love for playing and following sports while growing up in New England, Tom is an avid Boston sports fan and loves watching and talking everything Patriots, Celtics, Red Sox, and Bruins.

Tom also spends his free time playing golf, slow-pitch softball, coaching basketball for the Jr. Suns Youth Basketball Leagues, and being a Fur Dad to his one-year-old Bernese Mountain Dog named Cora.

Corbett LaDuke is a seasoned fiduciary advisor who has spent over 25 years in the financial services industry. Before joining Trajan Wealth, he spent over 22 years at Charles Schwab & Company, managing over 400 clients.

In addition to vast client management experience, he brings with him the CERTIFIED FINANCIAL PLANNER™ professional designation. He has a very robust knowledge of wealth management, estate planning, and tax management. Corbett works with numerous clients that part of the Arizona State Retirement System (ASRS). He has an in-depth knowledge of the various retirement plans along with the DROP program for municipal employees and self-employed clients.

Corbett was born in Colorado and attended high school and college in Hawaii. Since the age of 12, Corbett has had a passion for the financial markets. His father was a CPA, who assisted him with his very first investment in the stock market. This ignited a spark that would fuel his passion for the financial services industry.

He graduated from the University of Hawaii with his BS in International Business. Corbett feels honored to educate his clients on all the different aspects of building a solid wealth management plan. He has taught Financial Peace University at his church and is thrilled to be a part of the SmartVestor program with Dave Ramsey.

Corbett has been married to his beautiful wife Jennifer for 16 years. They have 2 children, Wesley, a 17-year-old son, and Sydney, a 11-year-old daughter. Corbett feels privileged to assist individuals in achieving their financial dreams.

As a Certified Financial Educator®, Tim Lambros comes to Trajan Wealth with passion and experience in helping families achieve their retirement goals. His work with Tucson families and their financial concerns span over 35 years.

Tim’s convictions about financial planning were born when his father died. At the young age of 24, his mother asked him to clean out his Dad’s office. Tim eventually found out that his Dad’s poor planning necessitated his mother to financial start over in her mid-50s. This personal event has had a lifelong impact. Tim quickly built a conviction and passion to dedicate his life to helping families plan financially and prepare for retirement. From 1983 to 2000 Tim built an Allstate insurance agency from scratch helping 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 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 38 years, has four adult children, and has 11 grandkids. He loves Arizona basketball, fly fishing and is a fantasy baseball geek.

Judah is a fiduciary advisor at Trajan Wealth. He started his career in 2013 after graduating from the American University Kogod School of Business with a degree in International Business. Beginning in Washington, D.C., he later moved to New York City in 2016 to expand his successful practice. Judah’s success led him to become a partner with a large Registered Investment Advisor that specializes in working with individuals, families, business owners, professional athletes, actors, and entertainers, helping clients to reach their short-term and long-term financial goals. Judah strongly believes in creating personalized financial plans for his clients. Drawing on his extensive experience, he recognizes that each person or business is unique. To design a customized portfolio, Judah listens attentively to his client’s goals and aspirations to provide them with the most appropriate and strategic financial plan. Originally from Silver Spring, MD, just outside Washington, D.C., Judah moved with his wife, Brooke, who is from Atlanta, to Atlanta, GA in 2020. Since moving to Atlanta, Judah and Brooke have welcomed their daughter, Maisie, and their youngest, Jack, into their lives. Maisie and Jack enjoy playing with their beagle brother, Ollie, and taking him on walks to sniff for squirrels. Since the age of 13, Judah has been exploring the ocean’s depths through scuba diving. His love for the outdoors, the ocean, and his family and friends is evident in his personal life. But it’s his deep-seated passion for helping people that truly defines him. This passion led him to his career, and it drives him to see his clients succeed and achieve their financial dreams.

Michael is a dedicated financial advisor at Trajan Wealth, committed to helping clients navigate the complexities of financial planning and wealth management. Before joining Trajan Wealth, he gained valuable experience at Morgan Stanley and Merrill Lynch, which equipped him to create personalized strategies that align with each client’s goals, whether they are planning for retirement, building an investment portfolio, or preparing for life’s significant milestones.

Michael prides himself on fostering long-term relationships built on trust, transparency, and a deep understanding of his clients’ needs. He is a proud graduate of Arizona State University, where he studied economics. This educational background laid the groundwork for a career focused on analytical thinking and problem-solving.

Michael enjoys spending time with family outside of work, playing pickleball, and golfing. He is also engaged to his beautiful fiancé Brooke; they share a golden doodle, Oliver. Originally from Doylestown, Pennsylvania, Michael holds a special fondness for Italian food and is an avid fan of the Philadelphia Eagles.

Jeff is a fiduciary advisor at Trajan Wealth, bringing almost three decades of financial services and client relationship management expertise. With a career foundation rooted in developing strategic planning and advising financial professionals, he excels at helping his clients define and achieve their financial goals.

Working in a collaborative team environment at Trajan Wealth, Jeff excels at building relationships and gaining his clients’ trust by listening to and understanding their unique needs. Jeff’s commitment to integrity and exceptional service ensures that every client interaction is meaningful and goal-oriented. As a licensed Life Insurance agent, Jeff and his team are also well-equipped to help clients explore comprehensive financial planning solutions.

Jeff grew up in the Midwest and has lived outside of Indianapolis, IN, for nearly 20 years. Outside of work, he enjoys spending quality time with his family and friends, boating, exploring the outdoors, traveling, riding his motorcycle, and, as an avid enthusiast, indulging his passion for all things automotive.

Jeff has been married to his beautiful wife and high school sweetheart, Elizabeth, for 28 years. Together, they have two adult sons, Gavin and Cole, and are excitedly awaiting the arrival of their first grandchild this year. Their four lively German Shorthaired Pointers also bring constant energy and joy to their home.

Driven by a strong desire to help his clients succeed, Jeff takes great pride in guiding them to create a clear vision for their financial future. He is dedicated to supporting them throughout the process, ensuring they feel empowered and achieve the financial peace of mind they deserve.

Fred Medina is a distinguished finance professional with over 18 years of experience in the industry. After attending the University of Arizona, Fred built a solid reputation for his expertise in managing diverse investment portfolios, navigating the intricacies of complex financial markets, and fostering long-lasting relationships with clients and industry colleagues. His career is marked by a keen understanding of market dynamics and an unwavering commitment to delivering consistent, reliable results.

Fred’s success is driven by his ability to connect with others on a personal level, which has allowed him to earn the trust of clients, peers, and partners alike. He approaches every financial challenge with a strategic mindset and a dedication to understanding the unique needs of each client, ensuring tailored solutions that meet their long-term financial goals.

Beyond his professional achievements, Fred is a devoted family man. He shares a fulfilling life with his wife, their four children, and five beloved grandchildren. In his leisure time, he can often be found enjoying a peaceful day out fishing, a passion that brings him serenity and a chance to unwind.

Lee is a financial advisor who started his career in the financial services industry in 2005. Before committing his career to Trajan Wealth, Lee spent time with USAA, Charles Schwab, and Merrill Lynch Wealth Management. Lee has worked in various areas of Financial Planning, has a robust wealth management knowledge, and holds his Certified Financial Planner® designation.

Lee graduated from Texas Tech University with a degree in Personal Financial Planning. He is a strong proponent of the fiduciary standard and always prioritizes his clients’ interests. Lee is dedicated to educating his clients, empowering them to make informed decisions, and helping them achieve their financial and personal goals.

Lee now resides on Anna Maria Island, Florida, with his beautiful wife Katie, and young daughter, Isla. During his free time, you will find Lee out on the water kayaking, paddleboarding, or spending time on the beach.

A third-generation Arizona native, Chris Nowack has been in the financial services industry for the last decade and has helped over 1,000 clients with retirement and estate planning. He guides individuals and families forming trusts to protect their assets to provide a stable legacy for the next generations.

Before joining Trajan Wealth, Chris grew his private financial practice for his long-term clients, mitigating tax implications with efficient tax lot harvesting and charitable contributions, while prioritizing clients’ goals for retirement and their estate. Chris comes from a 30-year background developing income real estate portfolios for income distribution, 1031, and final sale in a tax-efficient manner for clients and beneficiaries. Chris takes pride in helping clients make well-informed decisions while being able to talk about investing in a practical and straightforward way.

Peter Reilly is a Franklin & Marshall College graduate with over 20 years of experience in the financial services industry. He has worked for some of the country’s largest money managers and insurance companies, including Fidelity Advisor Funds, Axa/Equitable, Pioneer Investments, Gabelli and Company, and Nationwide. Peter was also a founding partner and COO of R Cubed Global Capital, Inc., a boutique money management firm that managed ETFs, separately managed accounts, and a hedge fund. Peter has always been focused on helping people solve their problems. With a family member who has learning disabilities, he understands the importance of long-term planning the many challenges that can arise in all phases of life.

Peter lives in The Woodlands with his wife, Leslie, and his three children, Emma, Andrew, and Finn. He enjoys hunting, fishing, and anything outdoors.

Alexys has a Bachelor of Business Administration in Finance from Texas Tech University. He has helped clients create and reach their financial goals for over 17 years. He believes if you “fail to plan, then you plan to fail” and that education is the key to empowering clients to reach their financial goals. Alexys is a San Antonio native who chose to stay in San Antonio to remain close to his family. He enjoys spending time with family and close friends, and in his free time, he plays sand volleyball. Alexys and his wife, Caryn, have been together for several years and enjoy traveling, doing anything on the beach or in a body of water, and the outdoors. They have one fur baby named Kingsley, who is often called “little boy.” Alexys’ passion for helping others achieve their financial goals started with his mother, who always encouraged him from a young age to save first and live within your means.

As a Fiduciary Advisor in our Dallas area office, Steve helps individuals, couples, and families grow their assets for the long term, then create income and legacy plans upon reaching retirement. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes this mission very seriously and works closely with his clients in order to recommend the appropriate solutions to help achieve their unique goals. He has the skills, knowledge, and experience to match his clients’ investment portfolios with their objectives, time horizons, and risk level while suggesting alternatives to help protect their assets.

Steve has frequently presented at seminars on topics such as portfolio construction, income planning, and tax law changes.

A native Texan, he earned a BBA in Finance and Accounting from the University of Texas (Arlington) while serving as Treasurer and then subsequently President of his Fraternity. Upon graduating with honors with an MBA in Finance from The University of Dallas, Steve has held VP and Financial Advisor positions with Fidelity Investments, Charles Schwab, Mercer Advisors, and Fisher Investments.

Born and raised in Fort Worth, he has now called Valley Ranch home for 21 years and (per his neighbors) likes to collect dogs and cars.

Arrin Simpson is a proud two-time Indiana University graduate with a bachelor’s degree in education and an MBA.  Arrin is a Retirement Income Certified Professional®.  Arrin’s passion for education is the cornerstone of her financial practice.

Arrin recently joined Trajan Wealth in 2023 after spending a decade serving clients worldwide. She takes great pride in getting to know her clients and helping each one of them reach their financial dreams through holistic financial planning.

Arrin is an avid traveler and animal lover. When Arrin isn’t spending time with her clients, she is busy raising two young boys with her partner in Dallas, Texas.

A seasoned financial professional with over 20 years of experience, Erich Spoonhour has dedicated his career to helping clients achieve financial freedom. He began his journey in 2002 as a financial advisor in Pittsburgh, PA, where he spent 15 years building and managing a planning-centric advisory practice focused on delivering tailored solutions to his clients.

In 2017, Erich joined Morgan Stanley as a Business Development Manager, leveraging his deep expertise to support financial advisors in growing their practices. By 2020, he was elevated to Morgan Stanley’s prestigious Modern Engagement team, where he consulted with the firm’s top advisor teams on portfolio management, financial planning, and practice management strategies.

While these roles were fulfilling, Erich’s passion for directly impacting clients’ lives drew him back to advising. As a fiduciary advisor with Trajan Wealth, Erich is committed to understanding his clients’ unique circumstances and providing the strategic guidance needed to achieve their financial goals. His approach emphasizes creating comprehensive financial plans that balance future aspirations with proactive risk mitigation, tax-efficient strategies, and thorough estate planning. Erich is adept at ensuring that trusts are properly structured and family assets are protected, helping clients leave a lasting legacy for future generations.

Erich holds a degree in Psychology from the University of Pittsburgh, which provides him with a unique perspective on understanding client needs and fostering strong relationships. He resides in Raleigh, NC, with his wife, Diane, and four of their six children. Outside of work, Erich enjoys spending time with his family, attending his kids’ sporting events, skiing, and exploring the North Carolina mountains.

Dan brings nearly a decade of experience in the financial services industry to his role at Trajan Wealth. As a fiduciary advisor, he specializes in guiding individuals, couples, and families in growing their wealth with a focus on long-term financial security. Additionally, he excels in creating tailored income and legacy plans to help clients navigate the complexities of retirement. Dan takes a personalized approach, working closely with each client to deeply understand their unique needs, goals, and aspirations and then developing customized financial strategies that align with their vision for the future.

Beyond his professional expertise, Dan is a devoted husband to his wife, Stephanie, with whom he has shared more than 10 years of marriage. Together, they are raising three wonderful children. Dan is an avid Minnesota Vikings fan and enjoys playing basketball during his downtime. He and his family are also active members of their local church.

As a seasoned financial advisor, Trevor draws from over 14 years of experience to guide families toward 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 Life and Health Insurance licenses. Through his dedication to the fiduciary standard, Trevor keeps honesty and strong ethics as 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.

Mike Wilson specializes in providing an education on how your finances work and devising an individual plan for every client. Mike’s father was in the Air Force and he moved around as a child. He considers home to be Yorktown, Virginia, and has lived in Okinawa, Japan. The moving honed his people skills and he enjoys building long-lasting business/friendships.

Mike has an accounting degree from Towson University and began working for PricewaterhouseCoopers as an intern. He has been in financial services for more than a decade. He obtained his AIF® designation so he would have a deeper understanding of how to mitigate risk for his clients. Mike strives to assist every client in obtaining a well-deserved retirement and utilizes a variety of investments to achieve his objective. There are a lot of advisors that can be good when you are in the “accumulation” phase of your life, but it is important to find an advisor who is skilled in the “preservation and distribution” phase for your money.

Mike has a beautiful wife Holli and two active children. Chase is 10 and plays soccer and jiu-jitsu, and Brooklyn is 5 and has just started soccer. When Mike is not assisting clients, he can be found at his children’s events, camping, hiking, fishing, or on the golf course.

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 for 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.