Jon Lane is a senior financial planner for the Private Wealth division of Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced financial planner to individuals, families, and businesses, Jon helps clients coordinate all elements of their financial lives in alignment with their values and goals. With prayerful planning, Jon and his team free clients to live a life of impact by reducing complexity and following a principled approach to saving, spending, and giving.

Jon previously worked as a senior financial planner at Blue Trust before joining HOPE International in 2021. He spent three years at HOPE, serving as the manager of microfinance performance analysis, where he supervised a team of analysts supporting HOPE’s microfinance operations. During that time, he also served as a financial planning consultant at an RIA and had a financial coaching business. He rejoined Blue Trust in 2024.

Jon graduated magna cum laude from Liberty University with a BS in business administration with a concentration in financial planning. He is a CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor® (CKA®).

Active in his community, Jon is the board treasurer and finance committee lead of UrbanPromise Latin America. He is also a youth leader at his local church. His interests include running and playing soccer. Additionally, he has a blog dedicated to covering soccer in Latin America and the Caribbean.

Jon and his wife, Marlen, live in Charlotte, North Carolina.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Holiday Message From Our CEO

WE WIN!!!

A Holiday Message From Our CEO

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

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