With decades of experience managing the complexities of wealth,
we are dedicated to helping you optimize your finances.
Scott Pearing, CFP®
Founder & CEO
Head of Service
Morise Gusmao, MBA, EA
Head of Operations
Judy Copenbarger, JD, MBA, CFP
Property & Casualty Insurance Expert
Life, Disability & Long Term Care Expert
Why People Choose Us
Personalize Financial Planning
Our approach is tailored to meet your unique goals and needs.
Our experienced team offers comprehensive solutions, from investment management to tax planning and more, to help you achieve financial security and peace of mind.
Small Community of Clients
We place a strong emphasis on building personal relationships with our clients, earning their trust through years of transparent communication and exceptional service.
Understanding that customized, relationship-based advice is mission critical, we pride ourselves in not only meeting but exceeding the high expectations of our discerning clients.
Seek First is a family office coordinating the financial affairs for a small community of clients. We refuse to accept any commission or compensation for any of the solutions we recommend, ensuring our advice is 100% focused on your best interest.
We strive to deliver a complete “Wow” experience at every touchpoint.
Let’s face it: You have high standards and choose us for the superior experience.
We don’t wait for you to ask, but proactively give personalized recommendations. Clients choose us for this unique proactive team approach.
Honor Your Word
We fulfill all commitments & ensure each promise is kept.