I am a fiduciary and hold the Series 65, which means I have a legal and ethical obligation to act in your best interest at all times.

As a Christian advisor, I take that responsibility seriously. I often tell clients I answer not only to regulators and clients, but ultimately to God for how I steward this calling.

Our fee structure is based primarily on assets under management (AUM). We are also licensed to implement insurance solutions when appropriate as part of a broader retirement or protection strategy.

Everything is discussed transparently upfront.

Tier | Account Asset Value | Monthly Fee | Monthly Fee (Annualized %)

1 Up to $750,000 | 0.1167% | 1.40%

2 $750,000.01 to $1,000,000 | 0.0958% | 1.15%

3 $1,000,000.01 to $3,000,000 | 0.0833% | 1.00%

4 $3,000,000.01 to $5,000,000 | 0.0708% | 0.85%

5 $5,000,000.01 to $10,000,000 | 0.0625% | 0.75%

6 Over $10,000,000 | Negotiable

We are a Christian-based firm that helps clients integrate faith and finances. We often talk about the more than 2,350 scriptures about money and possessions, and we help clients bring biblical principles into:

• Investment planning

• Retirement planning

• Estate planning

• Generosity and legacy planning

I have been in financial planning for about seven years, beginning as a financial planning intern in 2019.

Before becoming an advisor, I served nearly ten years as a police officer, which deeply shaped my perspective on service, stewardship, and protecting what matters most.

We build portfolios collaboratively based on:

• Your goals

• Risk tolerance

• Time horizon

• Income needs

• Values

If aligning investments with Christian convictions is important to you, we can discuss biblically aligned investment options as well.

“Plans fail for lack of counsel, but with many advisers they succeed.” Proverbs 15:22

Our process usually starts with a 15–30 minute introductory phone call.

Then we schedule a first meeting (typically 2–2½ hours) in person, by Zoom, or by phone where we walk through your full financial life and begin building a financial plan.

We often discuss deeper questions such as:

• Is giving important to you?

• How much is enough?

• How can faith shape your financial decisions?

We provide comprehensive financial planning, not just investment management.

That can include:

• Retirement planning

• Tax-aware planning

• Estate planning coordination

• Risk management

• Investment management

• Legacy and charitable planning

Our hope is to build a long-term relationship for decades to come built on our mutual biblical values.

*Seek First Financial does not provide legal, tax, or accounting advice. Clients should consult qualified legal and tax professionals regarding their individual circumstances. Investment advisory services involve risk, including possible loss of principal, and no financial plan or investment strategy can guarantee future results.

Your assets are typically custodied with Fidelity Investments.

Your money remains at Fidelity; we help manage and advise on those assets.

Yes. We help handle the paperwork and process for:

• 401(k) rollovers

• IRA transfers

• Brokerage transfers

• Custodian changes

We try to make the transition as seamless as possible.

Yes.

I’m a strong believer in biblically aligned investing and personally invest this way as well. We can explore how your investments may reflect your convictions.

“Honor the Lord with your Wealth, with the first fruits of all your crops…” Proverbs 3:9-10

Absolutely.

Because scripture speaks extensively about money, stewardship, debt, generosity, inheritance, and contentment, biblical wisdom can be woven into every area of planning.

“Now it is required that those who have been given a trust must prove faithful.” 1 Corinthians 4:2

We believe God owns it all and we are stewards.

Part of planning is helping clients answer:

• How much is enough?

• What is money for?

• How can I use wealth to build what I believe in?

“The earth is the Lord’s and everything in it, the world and all who live in it.” Psalm 24:1