Karl W.

We have worked with Blue Trust for well over 25 years. During this journey together we have greatly appreciated the Godly wisdom and advice they have provided. We have worked closely with both Derek Irish and David Lawless, and they are far more than financial advisors. The relationship we have developed is one of friendship that we can share so closely with one another. They have taken us on a journey of “planning” that is unparalleled.

Working with Blue Trust has helped us achieve our financial goals that in the beginning we were not sure were possible. Derek and David always do an excellent job of breaking down the discussion into manageable pieces to understand that allow us to determine the next steps. They each bring a unique skill set to our discussions that helps us plan. They are great at stretching us into a place of both giving and investing and have recently brought new tools together that are helping us do even more.

They have listened closely to our needs over this amazing 25+ year journey, and as a result have shaped our financial future to a place we are so pleased with. It’s a joy working with Blue Trust and we would highly recommend them to others for consideration.