Tim & Tammy C.

My wife, Tammy, and I have been working with our advisor for over six years and the greater firm of Blue Trust since the 1990s. Our advisor has been a great resource; he has been there for us through challenges.  He gets back to us quickly with responses to our unique needs.  He supplies great insight and wisdom at each meeting and on an as needed basis.  His knowledge and use of the tools and processes are excellent, ultimately bringing us greater clarity and focus.