Locations in Arizona, Oklahoma, and Utah

Edmond, Oklahoma

Work with an Oklahoma fiduciary advisor with experience and knowledge

Dan Moerck Fiduciary Advisor
Dan Moerck
Nate Haberman Fiduciary Advisor
Nate Haberman

Our Oklahoma fiduciary advisors are easy to reach at in Edmond.

  • From central Oklahoma City, get on I-44 East
  • From I-44 E, continue onto I-35 N to Edmond.
  • Take exit  141 for 2nd St OK-66 E US 77 S for Edmond Tulsa
  • Continue on E 2nd St. Drive to Lilac Dr
  • Turn left onto Lilac Dr and the office will be on the right
Dan Moerck Fiduciary Advisor

Dan Moerck, CRPC®

FIDUCIARY ADVISOR

Oklahoma City, Oklahoma

After a sixteen year career in the electrical distribution business, Dan chose to move to the financial services industry back in 1997. He had been a student of the financial services industry and an active investor for many years. So Dan felt he would be happier earning a living doing what he loved doing as a hobby instead of continuing on the path he had been on since leaving school. It was a leap of faith starting again at the bottom at half the pay, but 23 years later, the decision proved to be the right one for Dan and the many clients he has helped over the decades.

Dan entered the financial services industry training at Dean Witter Reynolds, now known as Morgan Stanley after the two firms merged. It was a great place to learn about the products and strategies of the business, but the aggressive, New York style of doing business was not the way Dan envisioned remaining in for the rest of his career. So in August 1998, Dan moved to a locally owned not-for-profit credit union. There Dan prospered for more than a decade and learned that you can make a good, honest living while actually putting the client first instead of working in an environment of a commission driven brokerage house. Dan now brings that client first attitude to Trajan Wealth where their fiduciary advisor standard fits Dan’s personality perfectly.

Nate Haberman Fiduciary Advisor

Nate Haberman, CFP®

FIDUCIARY ADVISOR

Oklahoma City, Oklahoma

Nate is committed to helping clients understand the intricacies that go into financial planning. His favorite part of the job is seeing his clients have more knowledge, a better understanding of their finances, and being more confident in their financial situation than they were before. He loves seeing his clients be able to enjoy their retirement the way they have always dreamed. 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 others and be of service in some way. After working as a teller and then a deposit counselor at a bank, he saw firsthand how a person’s financial situation affects 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® 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.