Our Story

Chad and his mother embarked on a remarkable journey, leaving South Africa to begin a new chapter in Kentucky, USA. They joined his stepfather, a native of Kentucky.

As Chad began college during the 2008 financial crisis, he learned his mother was divorcing. This news amplified his financial insecurity and uncertainty about his family's future. Unbeknownst to him, this period of instability would plant the seeds for his future career in finance.

While pursuing his MBA and immersing himself in finance coursework, Chad received a call from a close friend with an exciting opportunity. His friend wanted to introduce him to a General partner at one of the industry's largest financial services firms. This pivotal connection would ultimately pave the way for Chad to enter the industry.

In 2015, Chad relocated to California to embark on his career with one of the most recognized financial firms in the industry. There, he meticulously built his practice from the ground up, dedicating himself to guiding clients towards pursuing their financial goals.

When Chad was in search of a new branch administrator, he encountered Heather, a seasoned professional with 20 years of experience in the financial services industry, who was ready for a new challenge. Their collaboration quickly revealed a shared vision: a deep commitment to client-focused service, the desire to make a meaningful impact in clients' lives, and a dedication to delivering an exceptional client experience.

In 2023, Chad recognized the importance of a practice uniquely designed around the distinct needs of its clients. He envisioned a brand that would seamlessly align with client expectations while offering access to an expansive suite of resources and cutting-edge technology. This vision led to the creation of Trifecta Wealth Management. With the support of LPL Financial, the largest independent firm in the country, Chad was able to bring his vision to fruition.