Your retirement plan

Customized to fit you

VETERAN LED

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.

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 became a “devil dog” of the United States Marine Corps and Desert Storm veteran, where he proudly served in a Marine Expeditionary Unit.

As SEEN AND HEARD ON

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Moving America Forward
Starting on a foundation of mutual respect and understanding, we will dedicate the time needed to listen to your goals and educate you on the options. As a independent firm, we have the ability to customize the portfolio to meet your own unique goals.

Schedule your free appointment

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Call Us At

(480) 990-3300

We would be honored
to answer your questions

Our Valley Locations

Scottsdale

7702 E Doubletree Ranch Rd, #100
Scottsdale, AZ 85258

Gilbert

3303 E Baseline Rd, #101
Gilbert, AZ 85234

Goodyear

1616 N. Litchfield Rd, #A-135
Goodyear, AZ 85395

Peoria

16165 N 83rd Ave, #200
Peoria, AZ 85382

© 2019 All Rights Reserved.

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

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