Brian Cannon

Brian Cannon, CPA/PFS, CWS®

Private Wealth Advisor
Holland, MI
brian.cannon@bluetrust.com
(616) 392-3108
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Brian Cannon serves both the Private Wealth and Everyday Steward® divisions of Blue Trust in Holland, Michigan.

As an experienced wealth advisor in the Private Wealth division to individuals, families, and businesses, Brian uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brian and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

As a financial advisor with the Everyday Steward division, Brian offers financial planning, investment management, strategic giving, estate and trust planning, and trust services to clients who are beyond the debt problem stage, but still seek objective advice based on biblical principles for their financial planning and investment needs. He is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.

Prior to joining the company, Brian spent six years as the director of finance and operations at Park Community Church in Chicago. During that time he led the Good Sense Ministry, teaching, training, and counseling others about biblical stewardship. Brian also has work experience as an accounting manager at the CNA Financial Insurance Company in Chicago and as an auditor with KPMG LLP in Detroit.

Brian received his BBA in accounting from the University of Michigan and his MBA in finance from DePaul University in Chicago. He and his wife, Chris, live in Holland, Michigan with their two children.

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

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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