Our Fiduciary Advisors

Our advisors are hand-picked, vetted, and committed to your financial future.

Click the photo for full biography

Alphabetized by last name

Helen Alexander

FIDUCIARY ADVISOR
CFP®, CHFC®, CLU®
Portfolio Management Group

Ruben Angulo

Ruben Angulo

Fiduciary Advisor

Chris Brefeld

FIDUCIARY ADVISOR, CFP®
Portfolio Management Group

Ms Marti Bryant

Ms. Marti Bryant

Fiduciary Advisor, CDFA®

Jennifer Bennett

Jennifer Bennett

Fiduciary Advisor
Portfolio Management Group

Michael Collins

Fiduciary Advisor

Arrin Simpson

Fiduciary Advisor, MBA, RICP®
Portfolio Management Group

Ryan DeVaughn

Ryan DeVaughn

Fiduciary Advisor, MBA
Portfolio Management Group

Nathan Faerber profile picture

Nathan Faerber

Fiduciary Advisor, CFP®

Sam Gabrielson

Fiduciary Advisor, CFP®
Portfolio Management Group

Brandon Gerfen Fiduciary Advisor

Brandon Gerfen

Fiduciary Advisor

Jeff Gonzales Circle

Jeff Gonzales

Fiduciary Advisor

Advisor Nate Haberman

Nate Haberman

Fiduciary Advisor, CFP®
Portfolio Management Group

Cody Hall

Cody Hall

Fiduciary Advisor, CFA®
Portfolio Management Group

Dan Harmeyer

Fiduciary Advisor, CFP®

Advisor Terry Hawkins

Terry Hawkins

Fiduciary Advisor

Advisor Chris Johnson

Christopher Johnson

Fiduciary Advisor, MBA

Andy Justice

Fiduciary Advisor, MBA

Tom Kelleher

Fiduciary Advisor
Portfolio Management Group

Advisor Corbett LaDuke

Corbett LaDuke

Fiduciary Advisor, CFP®

Advisor Tim Lambros

Tim Lambros

Fiduciary Advisor, CFEd®

Chris Nowack

Fiduciary Advisor

Ryan Nowotny

Ryan Nowotny

Fiduciary Advisor
Portfolio Management Group

Peter Reilly

Peter Reilly

Fiduciary Advisor

Ilya Roytman

Fiduciary Advisor

Steve Shelvey

Fiduciary Advisor, CFP®

Trevor Stauffer

Fiduciary Advisor, MBA

Mike Wilson Fiduciary Advisor

Mike Wilson

Fiduciary Advisor, AIF®

Steve Woodhead Fiduciary Advisor

Steve R. Woodhead

Fiduciary Advisor, CFF®

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Helen Alexander

FIDUCIARY ADVISOR, CFP®, CHFC®, CLU®
Portfolio Management Group

Helen has been helping clients achieve their financial goals for over 25 years. Her approach focuses on thoughtful, comprehensive planning and attentive, personalized service. Helen believes that no matter where an individual is in meeting their goals, she can help them move forward.

Helen has a BA from Central College in Pella, IA, and a master’s degree from Drake University in Des Moines, IA.
She is also a CERTIFIED FINANCIAL PLANNERprofessional and holds Chartered Financial Consultant® and Chartered Life Underwriter® designations.

Helen lives with her husband, John, and three fur babies, Zydako, Lady Liberty, and Bella. Away from work, Helen loves spending time with her two children and grandchildren in Oregon and traveling to explore new places and experiences. For actual downtime, nothing is better than escaping into a good book.

Ruben Angulo

Ruben Angulo

FIDUCIARY ADVISOR

Ruben is an Investment Advisor Representative at Trajan Wealth. He has spent over a decade helping clients with their financial and investment needs. Ruben is also a Life, Health, and Accident licensed insurance agent. Before joining Trajan Wealth, Ruben spent five years training and coaching other advisors around the country on best practices, financial planning, and effective solution design. This allowed him to develop a unique set of skills, and experience. Ruben continues coaching and helping advisors at Trajan Wealth.

Ruben has a bachelor’s degree in Business Administration from the University of Phoenix. He is a true believer in the fiduciary standard and enjoys listening first. It is important to him to understand his client’s goals and concerns, so he can give honest guidance, education, and empower his clients to achieve financial peace of mind.

Ruben grew up in the border town of Nogales and has been living in Tucson for the last 18 years. He is fluent in both English and Spanish and enjoys spending time with family. He likes to play the guitar and has an affinity for anything related to science, engineering, and technology.

Ruben has been married to his beautiful wife Ana for 8 years. They have three sons, Luis who is 13 years old, 4-year-old Daniel, and baby Ruben, who is 1 year old. Daniel and Bart, their little Yorkie who thinks of himself as a lion, like to go on adventures every day. Ruben enjoys helping his clients accomplish their goals and live the life they deserve.

Chris Brefeld

FIDUCIARY ADVISOR, CFP®
Portfolio Management Group

Chris is a graduate of Southern Illinois University where he earned his MBA degree and played basketball on scholarship. With a desire for continued learning he also holds the CERTIFIED FINANCIAL PLANNERprofessional designation and has over 20 years of experience in the financial services industry. His interests in analysis, finance, and delivering a Fiduciary experience to clients drew him to Trajan.

Chris has spent time working in real estate and banking with Fortune 500 companies. He also has experience working with high net-worth clients as a financial advisor with Merrill Lynch. While at Merrill Lynch he spent time with individual families, 401k plan sponsors, and business owners dealing with all aspects of investing, managing wealth, and ensuring legacy plans were in place. Most recently, Chris was in multiple roles with Fisher Investments, further deepening his investment acumen. Chris enjoys working with a diverse group of clients and is always interested in their personal goals and aspirations. Chris brings a passion for supporting families by providing portfolio analysis, financial planning, and plan review that help them build their financial knowledge and make good decisions about everything from investments to cash flow.

Chris enjoys time with his family and friends. His favorite hobby is playing golf and he also enjoys travel, cooking, and anything related to the outdoors or sports.

Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR, CDFA®

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”

Jennifer Bennett

Jennifer Bennett

FIDUCIARY ADVISOR
Portfolio Managment Group

Jen comes to Trajan Wealth with over 15 years of industry experience. She takes pride in building long-term relationships with families who rely on her as their trusted fiduciary advisor. Jen has a genuine passion for helping clients through the financial planning process. She especially enjoys helping them plan for retirement, achieve their goals and sustain their retirement dreams. The bulk of her career has been spent doing just that; helping smart, hard-working people retire. The greatest reward and compliment Jen finds in her work is from creating nurturing client relationships such that her clients’ extended family members often come to her for help as well, to develop relationships of their own. She believes money is a path to help people live the life of their dreams, and she is driven by being able to help clients with this through the process of financial planning. Inherently, in developing relationships with families as a trusted advisor, Jen has worked with many of them while passing wealth to the next generation. Jen finds it greatly rewarding to be able to serve families as a gentle helping “hand to hold” during a difficult time for a family.

Jen holds dual bachelor’s degrees from California State University, San Bernardino, in Psychology and Human Development.

Jen has been happily married for 16 years to their husband David, a software developer and veteran of the US Army. Together, they have two young daughters who enjoy learning, art and adventure. Both of her girls have participated in taekwondo, swimming, 5k running races, and most recently, soccer. Jen is an avid distance runner and enjoys participating in marathons and 50k trail running races.

Michael Collins

FIDUCIARY ADVISOR

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.

Arrin Simpson

FIDUCIARY ADVISOR, MBA, RICP®
Portfolio Management Group

Arrin Simpson is a proud two-time Indiana University graduate with a bachelor’s degree in education and an MBA.  Arrin is a Retirement Income Certified Professional®.  Arrin’s passion for education is the cornerstone of her financial practice.

Arrin recently joined Trajan Wealth in 2023 after spending a decade serving clients worldwide. She takes great pride in getting to know her clients and helping each one of them reach their financial dreams through holistic financial planning.

Arrin is an avid traveler and animal lover. When Arrin isn’t spending time with her clients, she is busy raising two young boys with her partner in Dallas, Texas.

Ryan DeVaughn

Ryan DeVaughn

FIDUCIARY ADVISOR, MBA
Portfolio Management Group

Ryan has his MBA in Management. With over ten years of industry experience, Ryan has worked with Financial Advisors as a Wholesaler and directly with clients as an advisor. The knowledge gained from working with both advisors and clients gave Ryan a better understanding of how to take a holistic approach when servicing and helping clients reach their retirement goals.

As a former college and professional athlete, Trajan’s dedication to their clients and discipline in helping them reach their financial and retirement goals perfectly align with his work ethic and commitment to doing the same.

Ryan is married to Jackie; they have three young children. When Ryan is not working, he enjoys traveling and spending time with friends and family.

Nathan Faerber profile picture

Nathan Faerber

FIDUCIARY ADVISOR, CFP®

Nathan is a financial advisor with over 18 years in the financial services industry. Before committing his career to Trajan Wealth, Nathan spent time at other large brokerage firms and one smaller RIA firm. Having had different roles as an advisor, financial planner, and portfolio advisor has given him a broad range of knowledge. Nathan has worked with a diverse client base and loves finding solutions. 

In addition to his previous roles, Nathan is a CERTIFIED FINANCIAL PLANNERprofessional. He has also obtained licenses in life and health. Nathan has learned that listening is one of the most essential tools an advisor can have. 

Nathan was born in Abu Dhabi in the United Arab Emirates. Shortly after being born, his family moved back home to Montana and then eventually settled in Arizona for the past 35 years. Nathan has been married to his wonderful wife Courtney for almost 16 years. They have been blessed with four great children, Landon, Olivia, Henry, and Ruby. 

Their youngest child, Ruby, has some special needs, giving them some experience as parents navigating the medical world and working with specialists trying to provide her with the best care. This has provided an excellent opportunity for Nathan and Courtney to advocate for children with special needs. Nathan is active in his church and loves spending time with his family. Challenges in life have helped him understand the importance of empathy for others.

Sam Gabrielson

FIDUCIARY ADVISOR, CFP®
Portfolio Management Group

Following in his father’s footsteps, Sam is a portfolio manager with over six years of experience in the financial services industry. Before joining Trajan Wealth, Sam began his career as a brokerage professional at Vanguard, where he became infatuated with helping families with their financial endeavors. He quickly became a financial advisor and later obtained the marks of a CERTIFIED FINANCIAL PLANNER™ professional. Sam also holds the life and health licenses.

Every client is different and unique, and Sam is dedicated to providing his clients with the best advice. He does this through active listening and showing compassion to provide sound guidance and education tailored to each of his clients’ specific wants and needs. He loves to see his clients plan effectively and watch as they enjoy the fruits of their labor throughout their retirement years.

Sam was born and raised in Scottsdale, AZ, near the home of Trajan Wealth. He graduated from the University of Arizona with his BS in Finance and met his beautiful wife, Marissa. When Sam is not working, he is either golfing, exercising, or cheering on his Nebraska Cornhuskers and AZ sports teams, surrounded by his friends and family.

Brandon Gerfen Fiduciary Advisor

Brandon Gerfen

FIDUCIARY ADVISOR

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.

 
Jeff Gonzales Circle

Jeff Gonzales

FIDUCIARY ADVISOR

Jeff Gonzales is a Fiduciary Advisor in our Austin, Texas area office. Prior to joining Trajan Wealth, Jeff was a wealth advisor for Wells Fargo Private Bank.

Mr. Gonzales also worked at the Teachers’ Insurance Annuity Association (TIAA) for almost 20 years & has been in the financial services industry for 23 years, with extensive experience in defined contribution retirement plans, insurance, brokerage, banking, investor real estate, and comprehensive financial planning.

Jeff earned a Bachelor of Science in Politics & Government with a Specialization in Economics from the University of Texas at Dallas. He is proud of the fact that he worked full-time at Home Depot to put himself through college. He holds the Texas Life, Accident, Health & HMO insurance licenses. 

Jeff has been asked to speak at community seminars, media events, association meetings, client forums, and has been featured in Financial Advisor magazine and Yahoo Finance.

He loves freshwater and saltwater fishing. The center of Jeff’s life are his two boys, Jacob and Hayden. He is very active in his community and church and is an advisory board member with the Cedar Park Youth Football Association, the Treasurer for the Cedar Park HS Football Booster Club, and is a mentor in the Cedar Park HS College & Career Pathways program.

Jeff’s mom is a retired teacher, and his dad is a retired banker. He feels he received traits from both of his parents that naturally enable him to educate his clients regarding complex financial topics. “I love assisting clients in accomplishing their goals and objectives to live their best life!”

Advisor Nate Haberman

Nate Haberman

FIDUCIARY ADVISOR, CFP®
Portfolio Management Group

Nate is committed to helping clients understand all the pieces that go into financial planning. His favorite part of the job is seeing his clients gain a better understanding of their financial situation and becoming more confident in their finances. He loves seeing his clients be able to enjoy their retirement the way they always dreamed about. 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 and serve others in some way. After working as a teller, and then as a deposit counselor at a bank, he saw firsthand how a person’s finances affect 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™ professional 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.

Cody Hall

Cody Hall

FIDUCIARY ADVISOR, CFA®
Portfolio Managment Group

Cody has over eight years of investment and financial planning experience. He is a Chartered Financial Analyst® and also holds the Life, Accident, and Health Insurance License. He started his working career as a research analyst for a boutique Registered Investment Advisory (RIA) firm in Austin, TX researching individual stocks, mutual funds, ETFs, and private placements for high-net-worth families and corporate pension plans. He then became a financial advisor, where he started taking on clients and doing everything from research to onboarding to trading, portfolio management, and compliance. What he loves about Trajan Wealth is the specialization of labor and he now spends his time focused on what he has always enjoyed most, working directly with clients so that we can help them reach their financial goals.

Cody’s college education includes the United States Air Force Academy, where he completed parachute jump training and combat survival training. He then received a tennis scholarship to play for the University of South Alabama, where he graduated Summa Cum Laude in Economics and Finance. After college, he played semi-pro tennis on the German Club Tour and is also the only person in New Mexico state history to win four straight 5A high school tennis championships. He enjoys playing tennis, soccer, volleyball, golf, and rock climbing in his spare time.

Dan Harmeyer

FIDUCIARY ADVISOR, CFP®

Dan is a seasoned financial advisor who has spent over 30 years in the financial services industry. Before joining Trajan Wealth, those 30 years were spent in a variety of Leadership, Consulting, and Advisory roles with Fortune 500 financial services companies. Dan has worked in various areas of Financial Planning and has a robust knowledge of wealth management and financial markets. In addition to that experience, he brings with him the CERTIFIED FINANCIAL PLANNER™ professional designation. 

Dan was born in Ohio and attended Moeller High School in Cincinnati. He received his Bachelor’s Degree in Mechanical Engineering Technology from the University of Dayton. He worked for Texas Instruments as an Automation Engineer for five years. Dan became interested in investments while working at TI and educated himself on financial planning and investing before entering the financial services industry. Dan has been married to his beautiful wife, Lori, for over 34 years. They have two children, Erik and Kyle. Dan enjoys helping others become better educated on financial matters and assisting them in achieving their goals.

Advisor Terry Hawkins

Terry Hawkins

FIDUCIARY ADVISOR

Terry is a financial advisor with over 16 years in the financial services industry.  Before committing his career to Trajan Wealth, Terry spent time at Orion Investments, Halo Investments, John Hancock, and a decade at Morningstar Investment Management.  Terry has worked in various areas of Financial Planning and has a robust knowledge of wealth management and financial markets.
Terry graduated from Marquette University with a degree in Finance.  He is a true believer in the fiduciary standard and enjoys listening first.  He is dedicated to educating clients, helping them make informed financial decisions, and alleviating the burden families face in preparing for retirement.
Terry has been married to his amazing wife Kate for over 12 years. They have four wonderful daughters. Terry loves Chicago Bears football, Marquette basketball, and ping-pong. When Terry is not assisting clients, he can be found at his children’s events or on the golf course.
Advisor Chris Johnson

Christopher Johnson

FIDUCIARY ADVISOR, MBA

Chris began his career in the financial industry over twenty years ago as a bank teller. By doing this, he was able to put himself through college in the Midwest. Here he got both his bachelor’s degree in finance and his master’s in business administration.

Since then, Chris has served in various roles in the banking industry, taking on positions from Portfolio Manager to Senior Trust Officer.  It is this education and experience that Chris brings to Trajan Wealth.

As a registered investment advisor, Chris gets to do what he loves best: educating people on how to achieve their financial goals best. Chris truly has the heart of a teacher, and through education and understanding, guides his clients to achieve financial peace of mind.

Chris has been married to his wife, Raina, for over 23 years. The two have three children at home and one adult son proudly serving as a Combat Medic in the United States Army. Chris has a passion for reading and continuously learning new things. He loves sharing what he knows and helping people wherever he can.

 

Andy Justice

FIDUCIARY ADVISOR, MBA

Andy is a financial advisor with over 22 years in the financial services industry. Before committing his career to Trajan Wealth, Andy spent time at Morningstar, Northwestern Mutual, and EnnisKnupp. Having had different roles as an advisor, institutional investment consultant, and investment sales has given him a broad range of knowledge.

Andy has worked with a diverse client base and loves finding solutions. In addition to his previous roles, he also obtained licenses in life and health. He also received his MBA with distinction in Finance from DePaul’s Kellstadt School of business. Above all of these distinctions, Andy has learned that empathy is one of the most essential tools an advisor can have.

Andy was born in Cedar Rapids, IA, and has learned a great deal about financial planning from his father, who is a wealth advisor with over 55 years of experience. Andy has been married to his wonderful wife, Meredith, for over 19 years. They have two exceptional children, Sara and Zach, and are parents to the sweetest golden doodle, Maggie. When Andy is not helping his clients with their financial needs, he can be found golfing, skiing, or playing tennis.

Tom Kelleher

FIDUCIARY ADVISOR
Portfolio Management Group

Tom is a portfolio manager with over seven years in the financial services industry. Before joining Trajan® Wealth, Tom spent time at a professional services firm delivering integrated audit, tax, and consulting services to a diverse client base, including individuals, financial institutions, and not-for-profit organizations.

Tom obtained licenses in life and health insurance. He is dedicated to using his experience and background to educate and guide clients to meet their financial, tax, retirement, and legacy planning goals and needs.

Tom was born and raised in Massachusetts and has been a resident of Arizona since 2017. Tom enjoys discussing East Coast roots with clients who are transplants to Arizona from across the country, like himself. In particular, because of his love for playing and following sports while growing up in New England, Tom is an avid Boston sports fan and loves watching and talking everything Patriots, Celtics, Red Sox, and Bruins.

Tom also spends his free time playing golf, slow-pitch softball, coaching basketball for the Jr. Suns Youth Basketball Leagues, and being a Fur Dad to his one-year-old Bernese Mountain Dog named Cora.

Advisor Corbett LaDuke

Corbett LaDuke

FIDUCIARY ADVISOR, CFP®

Corbett LaDuke is a seasoned fiduciary advisor who has spent over 25 years in the financial services industry. Before joining Trajan Wealth, he spent over 22 years at Charles Schwab & Company, managing over 400 clients.

In addition to vast client management experience, he brings with him the CERTIFIED FINANCIAL PLANNER™ professional designation. He has a very robust knowledge of wealth management, estate planning, and tax management. Corbett works with numerous clients that part of the Arizona State Retirement System (ASRS). He has an in-depth knowledge of the various retirement plans along with the DROP program for municipal employees and self-employed clients.

Corbett was born in Colorado and attended high school and college in Hawaii. Since the age of 12, Corbett has had a passion for the financial markets. His father was a CPA, who assisted him with his very first investment in the stock market. This ignited a spark that would fuel his passion for the financial services industry.

He graduated from the University of Hawaii with his BS in International Business. Corbett feels honored to educate his clients on all the different aspects of building a solid wealth management plan. He has taught Financial Peace University at his church and is thrilled to be a part of the SmartVestor program with Dave Ramsey.

Corbett has been married to his beautiful wife Jennifer for 16 years. They have 2 children, Wesley, a 17-year-old son, and Sydney, a 11-year-old daughter. Corbett feels privileged to assist individuals in achieving their financial dreams.

Advisor Tim Lambros

Tim Lambros

FIDUCIARY ADVISOR, CFEd®

As a Certified Financial Educator®, Tim Lambros comes to Trajan Wealth with passion and experience in helping families achieve their retirement goals. His work with Tucson families and their financial concerns span over 35 years.

Tim’s convictions about financial planning were born when his father died. At the young age of 24, his mother asked him to clean out his Dad’s office. Tim eventually found out that his Dad’s poor planning necessitated his mother to financial start over in her mid-50s. This personal event has had a lifelong impact. Tim quickly built a conviction and passion to dedicate his life to helping families plan financially and prepare for retirement. From 1983 to 2000 Tim built an Allstate insurance agency from scratch helping clients preserve their assets and save for retirement.

After successfully selling his firm, he started a local Church in northwest Tucson (where he still attends) and for 12 years helped families in Dave Ramsey principles of money management and giving. Since then he has been working as a fiduciary for people near or in retirement.

Tim has been married to his amazing wife Kathy for 38 years, has four adult children, and has 11 grandkids. He loves Arizona basketball, fly fishing and is a fantasy baseball geek.

Chris Nowack

FIDUCIARY ADVISOR

A third-generation Arizona native, Chris Nowack has been in the financial services industry for the last decade and has helped over 1,000 clients with retirement and estate planning. He guides individuals and families forming trusts to protect their assets to provide a stable legacy for the next generations.

Before joining Trajan Wealth, Chris grew his private financial practice for his long-term clients, mitigating tax implications with efficient tax lot harvesting and charitable contributions, while prioritizing clients’ goals for retirement and their estate. Chris comes from a 30-year background developing income real estate portfolios for income distribution, 1031, and final sale in a tax-efficient manner for clients and beneficiaries. Chris takes pride in helping clients make well-informed decisions while being able to talk about investing in a practical and straightforward way.

Ryan Nowotny

Ryan Nowotny

FIDUCIARY ADVISOR
Portfolio Management Group

Ryan Nowotny is a highly qualified financial advisor with a bachelor’s degree in business administration from Saint Leo University. With six years of industry experience and a Series 6 License, Ryan recently joined Trajan Wealth in 2023 after spending 3.5 years with Fisher Investments and working as a financial advisor with Edward Jones. Ryan takes pride in getting to know his clients and helping them achieve their financial goals.

Originally from Long Island, NY, Ryan now resides in Tampa, Florida. He enjoys staying active and spending time outdoors, watching NY sports, going to the gym, and traveling in his free time.

Peter Reilly

Peter Reilly

FIDUCIARY ADVISOR

Peter Reilly is a Franklin & Marshall College graduate with over 20 years of experience in the financial services industry. He has worked for some of the country’s largest money managers and insurance companies, including Fidelity Advisor Funds, Axa/Equitable, Pioneer Investments, Gabelli and Company, and Nationwide. Peter was also a founding partner and COO of R Cubed Global Capital, Inc., a boutique money management firm that managed ETFs, separately managed accounts, and a hedge fund. Peter has always been focused on helping people solve their problems. With a family member who has learning disabilities, he understands the importance of long-term planning the many challenges that can arise in all phases of life.

Peter lives in The Woodlands with his wife, Leslie, and his three children, Emma, Andrew, and Finn. He enjoys hunting, fishing, and anything outdoors.

Ilya Roytman

FIDUCIARY ADVISOR

Ilya, a San Francisco Bay Area native, graduated from San Jose State in Business with a concentration in Management Information Systems. He has over a decade of experience in the investment advisory space at Fisher Investments, as well as Morgan Stanley. Ilya loves helping people understand their investments and make better decisions.

Ilya always had an interest in investments since he was young. Both of his parents were immigrants from the former Soviet Union. They were investors and had instilled in him a long-focused mindset. As he grew older, he realized that the average investor needed to learn more about how their money was actually managed. Ilya’s favorite part of his job is when clients come back to tell him that hiring a fiduciary and aligning their investments with their long-term goals was the best decision.

Ilya lives in the Tampa Bay Area with his wife, baby daughter, and their English Cream Golden Retriever. He enjoys working out, motorcycle riding, and dog training.

Steve Shelvey

FIDUCIARY ADVISOR, CFP®

As a Fiduciary Advisor in our Dallas area office, Steve helps individuals, couples, and families grow their assets for the long term, then create income and legacy plans upon reaching retirement. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes this mission very seriously and works closely with his clients in order to recommend the appropriate solutions to help achieve their unique goals. He has the skills, knowledge, and experience to match his clients’ investment portfolios with their objectives, time horizons, and risk level while suggesting alternatives to help protect their assets.

Steve has frequently presented at seminars on topics such as portfolio construction, income planning, and tax law changes.

A native Texan, he earned a BBA in Finance and Accounting from the University of Texas (Arlington) while serving as Treasurer and then subsequently President of his Fraternity. Upon graduating with honors with an MBA in Finance from The University of Dallas, Steve has held VP and Financial Advisor positions with Fidelity Investments, Charles Schwab, Mercer Advisors, and Fisher Investments.

Born and raised in Fort Worth, he has now called Valley Ranch home for 21 years and (per his neighbors) likes to collect dogs and cars.

Trevor Stauffer

FIDUCIARY ADVISOR, MBA

As a seasoned financial advisor, Trevor draws from over 14 years of experience to guide families toward reaching their overall financial and retirement goals. His extensive background includes experience in wealth management, estate planning, tax management, and income planning. Trevor works closely with clients to discover their individual needs and objectives, then creates personalized plans with appropriate financial solutions.

Trevor earned his MBA from Westminster College and currently holds Life and Health Insurance licenses. Through his dedication to the fiduciary standard, Trevor keeps honesty and strong ethics as the pillars of his client relationships. He is dedicated to educating clients, helping them make informed financial decisions, and alleviating the burden families face in preparing for retirement.

Trevor lives in Riverton with his beautiful wife Camie and 5 amazing children, Colsen, Adeline, Faythe, Judsen, and Emmit. He loves spending time with his family and often can be found coaching baseball, basketball, and cheering on his children in all sports activities. The great outdoors is his passion and Trevor tries to spend as much time as possible outside in the mountains hunting and fishing.

Mike Wilson Fiduciary Advisor

Mike Wilson

FIDUCIARY ADVISOR, AIF®

Mike Wilson specializes in providing an education on how your finances work and devising an individual plan for every client. Mike’s father was in the Air Force and he moved around as a child. He considers home to be Yorktown, Virginia, and has lived in Okinawa, Japan. The moving honed his people skills and he enjoys building long-lasting business/friendships.

Mike has an accounting degree from Towson University and began working for PricewaterhouseCoopers as an intern. He has been in financial services for more than a decade. He obtained his AIF® designation so he would have a deeper understanding of how to mitigate risk for his clients. Mike strives to assist every client in obtaining a well-deserved retirement and utilizes a variety of investments to achieve his objective. There are a lot of advisors that can be good when you are in the “accumulation” phase of your life, but it is important to find an advisor who is skilled in the “preservation and distribution” phase for your money.

Mike has a beautiful wife Holli and two active children. Chase is 10 and plays soccer and jiu-jitsu, and Brooklyn is 5 and has just started soccer. When Mike is not assisting clients, he can be found at his children’s events, camping, hiking, fishing, or on the golf course. 

Steve Woodhead Fiduciary Advisor

Steve R. Woodhead

FIDUCIARY ADVISOR, CFF

Steven R. Woodhead was born and raised in the Salt Lake Valley of Utah. His father started a small grocery chain called, The Store. It was working at The Store side by side with his dad that Steve learned from a young age how to work long hours, and how to treat people with respect and integrity. These are the kind of values that he will bring to you as your fiduciary advisor.

Steve graduated from Brigham Young University in 1987 with an engineering degree, after which he worked for 10 years in the medical device field. In 1996, he obtained his Life and Health Insurance License and worked as a “captive” agent for a large health company. He quickly realized that being captive did not allow him to work in the best interest of his clients, so he resigned and became an independent agent. “After many years of experience and hard knocks, he feels blessed to have found Trajan Wealth, where he can truly act as a fiduciary and represent his clients without any strings attached.”

Steve is married to Jane Anne, they have four children who are all married and nine grandchildren. When Steve is not working he enjoys staying active playing golf, competitive racquetball, tennis, pickleball, skiing, and hiking.