Alexander Smith is a CFP® and Series 65-registered financial advisor at SeedSafe Financial LLC in Austin, TX, with four years of industry experience. Prior to his current role at SeedSafe Financial, he worked at Amazon for several years. SeedSafe Financial provides investment management and financial planning services primarily to entrepreneurs, executives, and employees in the technology sector. The firm employs a passive investment approach focused on diversified portfolios of low-cost index funds and ETFs, offering comprehensive planning, discretionary portfolio management, tax return preparation, and educational seminars.

James Garvin is a CFP® and Series 66 credentialed financial advisor at SeedSafe Financial LLC with eight years of industry experience. His work history includes roles at SeedSafe Financial, Garvin Planning Co., and Edward Jones. SeedSafe Financial provides investment management and financial planning services primarily to entrepreneurs, executives, and technology industry employees. The firm generally employs a passive investment approach with diversified portfolios of low-cost index mutual funds and ETFs, alongside educational seminars and optional tax return preparation.

I believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life. My mission is to cut through the crap and meet you where you are. I offer you online, automated ways to manage your money with flexible financial planning. I work with tech entrepreneurs and professionals as a financial coach and confidant, helping you grow your wealth. I help my clients learn more about stock option/RSU strategies, IPO and acquisition stock sale strategies, real estate investment analysis, business strategy and other financial planning topics. In my off-time, I enjoy mentoring startups through Techstars and helping small business owners think more about their operations and financial metrics. I am originally from Dallas, Texas and I graduated from the University of Texas at Austin with a degree in the Business Honors Program and Accounting with a Masters in Professional Accounting. Before founding SeedSafe Financial, I was a Director of the Investment Team for Lighter Capital, a financial advisor at Merriman Wealth Management, and headed the tax department for Dimensional Fund Advisors.

Misty Cherniss is a CFP® and Series 66 licensed advisor with six years of industry experience. She currently works at SeedSafe Financial LLC and has held prior roles at TSG Advice Partners, Clarity Financial Planners, and First Command Financial Planning. She previously owned Cherniss Planning LLC, though she is no longer active in that business. SeedSafe Financial provides investment management and financial planning to individual and high-net-worth clients, focusing on entrepreneurs, executives, and technology employees. The firm employs a passive investment approach with diversified portfolios primarily composed of low-cost index mutual funds and ETFs, offering comprehensive planning and discretionary portfolio management tailored to client needs.