Team

With decades of experience managing the complexities of wealth,
we are dedicated to helping you optimize your finances.

Scott Pearing, CFP®

Scott Pearing, CFP®

Founder & CEO

Aaron Beeson

Aaron Beeson

Head of Service

Morise Gusmao, MBA, EA

Morise Gusmao, MBA, EA

Tax Manager

Trystan Cleaver

Trystan Cleaver

Head of Operations

Judy Copenbarger, JD, MBA, CFP

Judy Copenbarger, JD, MBA, CFP

Estate Planner

Chris Morales

Chris Morales

Property & Casualty Insurance Expert

Tim Morton

Tim Morton

Life, Disability & Long Term Care Expert

Zorina Noland

Zorina Noland

Bookkeeper

Alexa Gultia

Alexa Gultia

Administrative Assistant

Scott Pearing, CFP®

Scott Pearing, CFP®

Founder & CEO

Aaron Beeson

Aaron Beeson

Head of Service

Morise Gusmao, MBA, EA

Morise Gusmao, MBA, EA

Tax Manager

Trystan Cleaver

Trystan Cleaver

Head of Operations

Judy Copenbarger, JD, MBA, CFP

Judy Copenbarger, JD, MBA, CFP

Estate Planner

Chris Morales

Chris Morales

Property & Casualty Insurance Expert

Tim Morton

Tim Morton

Life, Disability & Long Term Care Expert

Zorina Noland

Zorina Noland

Bookkeeper

Alexa Gultia

Alexa Gultia

Administrative Assistant

Why People Choose Us

Personalize Financial Planning

Our approach is tailored to meet your unique goals and needs.

Experienced Team

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.

Financial Advice you can trust

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. 

El Capitan rock close-up in Yosemite National Park Valley

Our Values

Honor Your Word

We fulfill all commitments & ensure each promise is kept.

Be Proactive

We don’t wait for you to ask, but proactively give personalized recommendations. Clients choose us for this unique proactive team approach.

Exceed Expectations

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.

Get in Touch