Your partners in stewardship
We’re a faith-based team helping Bay Area families turn their financial complexity into faithful clarity.
A firm built on conviction
Scott Pearring grew up as a Pastor’s Kid (PK) watching his parents navigate challenging financial realities. As he built his career in financial planning, he kept seeing the same pattern:
Many high-achieving Christian families have a heart for generosity, but lack the strategic coordination to make it a reality.
Scott built Seek First to change that. We believe your finances should tell the story of your faith, rather than compete with it.
Every day, we help families align their finances with their values and legacies, led by advisors who treat your resources with the same care, integrity, and committed stewardship they apply to their own.
Today, we manage over a quarter of a billion dollars in assets for more than 80 families across the Bay Area, with a team of specialists covering the different dimensions of your financial life under one relationship.
Over 100 years of combined experience. One shared mission.
Every member of the Seek First team was chosen for their expertise and their character. We give you the same care and advice we provide to our own family.
Founder and CEO
Scott Pearring, CFP®
CFP® | Tax strategist | Over 16 years in finance
“Having grown up in the church as a pastor’s kid, I have a deep passion for helping Christian families achieve financial independence so they can recognize their abundance and give from a place of overflow.”
LinkedIn
Lead Advisor
Aaron Beeson
Series 65 | PFP | Over 15 years in finance
“I love helping people make well-informed decisions and be good stewards of their time and resources.”
Tax Director
Seong Chan, CPA
CPA | Over 30 years in finance
“I believe tax and financial planning are powerful tools to help Christian families steward God’s resources with wisdom and integrity.”
Service Advisor
Trystan Cleaver
Series 65 | Over 8 years in finance
“It is especially rewarding serving the Seek First community as we help provide financial peace of mind with a faith focus.”
Estate Planning Attorney
Judy Copenbarger, JD
JD | MBA | CFP® | AIF® | Over 35 years in estate and legacy planning
“I am dedicated to helping clients protect their families, businesses, and assets through proper legal means.”
Property and Casualty Insurance Expert
Chris Morales
CAPI | Over 25 years in personal insurance
“I specialize in designing tailored personal insurance programs that address the complex needs of accomplished individuals and families.”
Life, Disability, and Long-Term Care Expert
Tim Morton
FINRA registered | Over 40 years in finance
“I am passionate about serving families by helping them protect their future, plan for retirement, and live with peace and confidence.”
Office Manager
Rachel Chiu
Over 7 years in finance
“I’m passionate about using my gifts and faith to support others and make a meaningful difference in the lives of families I serve.”
Bookkeeper
Zorina Noland
Over 20 years in accounting
“I’m grateful to support Seek First’s mission of serving Christian families by helping keep the financial foundation strong.”
Tax Associate
Gena Hunter
Enrolled Agent (EA) | Over 20 years in finance
“I love relieving tax stress for our clients every year by preparing consistent, high-quality returns for them.”
Administrative Assistant
Alexa Gultia
Over 5 years in administration
“I really enjoy being in a supportive role to enhance our clients’ experience and help our advisors focus on our families.”
Administrative Assistant
Monica Falogme
Over 10 years in administration
“I find fulfillment in supporting our team, making things easier for others, and helping create a positive experience for every client we serve.”
Our mission and values
We take our firm’s name from Matthew 6:33:
“Seek first his kingdom and his righteousness, and all these things will be given to you as well.”
Matthew 6:33
And it’s our operating principle behind every recommendation we make.
- 1
Honor your word
We fulfill all commitments and ensure each promise is kept.
- 2
Be proactive
We don’t wait for you to ask, but proactively give personalized recommendations. Clients choose us for this unique proactive team approach.
- 3
Exceed expectations
You have high standards. We hold ourselves to them too by striving to deliver a “wow” experience at every touchpoint.
We practice what we preach
We believe that a firm asking families to steward their wealth faithfully should model that same faithfulness with its own resources.
Since 2022, we have given away 100% of our firm’s profits to charity each year.
We’re not in this business to accumulate. We want to help families like yours live with open hands—and we lead by example.
Our GivingReady to experience what faith-guided financial planning feels like?
We work with families who have more than $1 million in investible assets and are looking for a long-term, high-trust advisory relationship. If that sounds like you, let’s start with a conversation.
