Trajan Wealth LLC
Jocelyn Brown has a diverse professional background in client relations and financial services. Since 2019, Jocelyn has served as a Client Relations Specialist at Trajan Wealth LLC, while concurrently working as an Insurance Assistant at Spivak Financial Group since 2017. Prior experience includes a role as a Seminar Coordinator at RJP Estate Planning from 2014 to 2017 and serving as a Payroll Administrator at Independent Contractor Tax Advisors LLC from 2012 to 2014. Jocelyn holds a Bachelor's Degree in Business from Arizona State University, earned between 2009 and 2013.
Trajan Wealth LLC
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As a Registered Investment Advisor (RIA), we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on the options. Speak to our fiduciary advisors today.