Blake Mankin is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Houston, Texas.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Blake analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.

Blake joined Blue Trust in his current role as a financial planner in 2021. Most recently, he served as a business development manager for WebTPA. Blake assisted some of the largest companies in the country to help them provide high-quality healthcare to their employees while managing costs. Previously, he worked for HOPE International as a regional development representative. Blake’s responsibilities included increasing, strengthening, and diversifying funding sources in the Houston region to meet annual fundraising goals and fulfilling the organizations’ mission to invest in the world’s underserved communities with Christ-centered financial services.

Blake earned his BS, BA, and Certificate of Business Foundations from the University of Texas. He is also a Certified Kingdom Advisor® (CKA®).

Active in his local church and community, Blake is a member of the advisory board for Every Village. He and his wife, Meagan, live in Houston, Texas with their three 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 from Blake

  • FAQs with Ronald Blue Trust Financial Experts

  • In Volatile Times, Consider Time Horizons

  • Noncash Business Owner Giving

  • Four Things to Remember During Volatile Markets

  • Strategic Generosity Using Stock Shares

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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. Certified Financial Planner Board of Standards Inc. 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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