Lasting relationships. For all that matters

Trahan Financial Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Road

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Trahan

    Michael Trahan

    Senior Vice President–Wealth Management

    Financial Advisor

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    Lamar University, BBA, finance. Michael joined UBS in 1999 as a Financial Advisor. Prior to joining UBS, Michael was a Financial Advisor with Merrill Lynch from 1990 to 1999. More than 24 years in financial services. FINRA Series 7, 31 and 63. Life, accident, health insurance and variable annuities. Michael lives in Houston with his wife Amy and their two boys. Michael is a little league coach and since 2005 has volunteered on the Wine Committee of the Houston Livestock Show & Rodeo which supports education in Texas.

      • Lamar University, BBA, Finance
      • Wealth Advisor
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
    • Caleb Kocian

      Caleb Kocian

      First Vice President–Wealth Management

      Financial Advisor

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      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • CERTIFIED FINANCIAL PLANNER™
        • Accredited Wealth Management Advisor℠
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
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        Thomas Jay Sanders, CRPC

        First Vice President–Wealth Management

        Financial Advisor

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            • Chartered Retirement Planning Counselor℠
            • Wealth Advisor
            1000 Main Street, Suite 2600
            Houston, TX 77002
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            Chad Irwin

            Senior Client Associate

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                  4400 Post Oak Parkway
                  17th Floor
                  Houston, TX 77027
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                  Wendee Schweigerdt

                  Senior Client Associate

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                  • OR
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                        4400 Post Oak Parkway
                        17th Floor
                        Houston, TX 77027
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                        Pamela Thomas

                        Senior Client Associate

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                              4400 Post Oak Parkway
                              17th Floor
                              Houston, TX 77027

                            The Year Ahead - Sustainable Investing

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager

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