I began my career at a large national public accounting firm, where I stumbled upon the book Your Money or Your Life by Joseph Dominguez and Vicki Robin. Having studied both accounting and finance in college, I was captivated by the idea of escaping the 12–14 hour workdays during busy seasons well before the traditional retirement age of 65. This realization ignited my passion for retirement planning and all aspects of personal finance.

Over the past 14 years, I've been fortunate to help hundreds of families save for college, invest wisely, plan for retirement, retire with confidence, and make sound financial decisions. I love every day of it.

Before founding Manuka Financial, I served as Vice President at a prestigious financial planning firm, helping to manage over $900 million for families. However, I wanted to dedicate my life to my two greatest passions: my family and my clients. With two young children and witnessing how quickly they grow up, I didn't want to miss out on precious moments because I was always at the office. I also wanted to serve a select group of clients so I could be proactive with each and every one of them. Thus, Manuka Financial was born—to serve as a trusted advisor to a select group of individuals and families while allowing me to spend valuable time with my own family. Outside of the office, I stay active by exercising outdoors, hiking, go-kart racing, and exploring the world with our children.