Thomas Kelleher, CPA

Client Portfolio Manager at Trajan Wealth LLC

Yaron Shamash

Data Analyst || Python || SQL || Tableau

Brandon Gerfen

Fiduciary Advisor | Personalized Financial Planner | Lifetime Income Strategist

David Mendenhall

Sales Director and Trainer with an advanced knowledge in developing coaching opportunities, driving revenue growth, establishing strategies and objectives, and promoting a positive work culture.

Nate Haberman, CFP®

I help individuals & families invest for (and during) retirement.

Michael Collins

Fiduciary Advisor at Trajan Wealth LLC