Meet the Team

Located in Del Mar, CA, I have been serving families in Southern California with impactful financial planning for almost ten years. I began my career at one of the largest firms in the industry, where I specialized in building customized investment strategies to help my clients accomplish their most important financial goals.

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As the years passed, I started to think about the type of client experience I wanted to be known for, and I had the realization that creating a unique practice tailored to the clients we serve was a chief priority. It became increasingly important to have the flexibility to create a brand that aligns with our clients. We also wanted to provide access to a broader range of resources and technology- allowing us to offer more solutions to the individuals we serve. Out of this desire to create a more tailored experience, Trifecta Wealth was born. For you, this means we take a “quality over quantity” approach, working with only a select number of individuals where we feel we can make a meaningful, lasting impact. When we are able to integrate our method using the “three p’s” – your PASSIONS, the PEOPLE you care deeply for, and our PROCESS – we can then deliver a plan that ties your finances to your life vision. Then, money simply becomes the tool that allows you to live your most meaningful life.

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The seeds of my desire to help people plan for their financial future were planted at a young age. When I was 12 years old, my mother and I immigrated from South Africa to the United States, leaving behind friends, family, culture, and the only home I had ever known. The adjustment wasn’t an easy one, but it helped shape the person I am today.

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The challenges didn’t end with the move – it seemed as soon as I began making new friends, learning new sports, and making the U.S. feel like home, my world was once again turned upside down when I found out my mother was going to be getting divorced from my stepdad – the person we moved across continents for in the first place. Due to the fact that my mom wasn’t the primary earner in the family, nor was she the person that handled the family finances, this time provided a lot of uncertainty about our future, and it was a very scary time for us. Going through this at a young age was a daunting and unnerving feeling. Luckily, my parents made a lot of sacrifices to allow me to stay in the country I now considered home, and for that I am forever grateful.

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Even though we overcame those early obstacles, the fear and uncertainty surrounding these moments in my life had a profound impact on me. I believe surviving those challenging times became an instrumental reason why I am so passionate about helping my clients today. I know that every family is different; everybody faces a unique set of challenges in their life, and difficult decisions are inevitable. However, I believe having a plan in place and a deep understanding of what you are working towards can significantly change the outcome when some of life’s most challenging moments arise.

My journey into the financial industry began with a deep belief in the value of thoughtful planning and a passion for helping others. While it’s often said that money can’t buy happiness, I see it as a powerful tool that can enable people to pursue what truly brings them joy. Over the past 18 years, I’ve worked closely with financial advisors, honing my skills and insights. In 2021, I joined Chad Waters’ team, and together, we’ve been committed to helping our clients achieve their life vision.

I earned my Bachelor of Science in Business Administration from the University of Michigan in 1987—Go Blue!

On a personal note, I’ve been married for 33 wonderful years and have raised two incredible children who are out in the world making their own mark. I’m incredibly proud of them!

Life is short so make everyday count!