At Seek First, we believe that when families place their faith and values at the center of their financial journey, they open the door to a life of abundance—an abundance of time, resources, and peace of mind. That’s the heart behind Seek First, a company rooted in faith and the desire to serve others well.Seek First has always been an independent firm, but it’s never been a solo journey. From day one, I relied on the wisdom and experience of mentors to help build a strong foundation. And Seek First wouldn’t be what it is today without the steadfast love and support of my wife, Sue, who believed in me—even during those early days when the firm was losing money! 😊Seek First is a fully independent, comprehensive financial services firm dedicated to supporting families in all aspects of their financial lives. As a CERTIFIED FINANCIAL PLANNER™, I’m blessed to lead our team, offering fee-based tax and financial planning.Week after week, we serve our clients with investment management, strategic tax planning, retirement planning, estate planning, insurance strategies, real estate considerations, tax filings, and succession planning—everything families need to plan wisely and steward their resources.Our name, Seek First, is inspired by Matthew 6:33, Jesus' invitation to “Seek First the Kingdom…”. Our core values that guide us are: keeping our word, being proactive, and striving to exceed expectations. Many of the 70-plus families we serve share these values and our Christian faith.I’ve experienced remarkable abundance in my own life. Sue and I are blessed with twin boys, and we’ve had the joy of fostering six local children through the county. We’re able to pour into our church and neighborhood, and I’m grateful to coach Little League and organize our annual neighborhood block party. We’re also passionate about supporting ministries like Compassion International and Food for the Hungry, which extend the God’s love around the world.These are the things that matter most to us. They’re the reasons I felt called to build a business that goes beyond financial services to help others achieve what truly matters in their lives. If your family is looking for financial guidance that aligns with your faith and values, we’d love to walk alongside you on this journey. Reach out to us at seekfirstinc.com/contact/.Specialties: Comprehensive Financial Planning | Strategic Tax Planning | Fee-Based Planning | Investment Management | Estate Planning | Real Estate Strategies | Retirement Income Strategies | Succession Planning | Tax Filing