Locations in Arizona, Oklahoma, Texas, and Utah

Frisco, Texas

Coming May 2021

Make planning easier with your Dallas area fiduciary advisor

Michael Collins
Michael Collins
Brandon Gerfen Fiduciary Advisor
Brandon Gerfen

Our Dallas area fiduciary advisors are here for you

  • If headed North on Dallas North Tollway: Exit on Lebanon Rd and turn left on Lebanon. Head South on Dallas Pkwy and the entrance will be on the right.
  • If headed South on Dallas North Tollway: Exit on Lebanon Rd and continue straight on Dallas Pkwy. The entrance will be on the right.
  • We are located in the office at Starwood. Suite #410
Michael Collins

Michael Collins

FIDUCIARY ADVISOR

Frisco, Texas

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.

Brandon Gerfen Fiduciary Advisor

Brandon Gerfen

FIDUCIARY ADVISOR

Frisco, Texas

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.