Nathan Lackey

Nathan Lackey, CFP®, CKA®

Sr. Financial Planner
Houston, TX
nathan.lackey@bluetrust.com
(713) 465-2900

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

Nathan 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.

Nathan joined Blue Trust in 2020. An accomplished speaker, he taught a God + Money class at Bayou City Fellowship. In 2022, he had an article published on LinkedIn.com entitled “Five Financial Planning Tips for Recent College Graduates.”

Nathan graduated cum laude from Baylor University with his BS in finance and a minor in religion.

Active in his local church and community, Nathan has served as a Young Life leader at Memorial High School since 2020. He is a community group leader, host, and kids’ team volunteer at Bayou City Fellowship. He resides in Houston, Texas.

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

Slide Title

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

Slide Title

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 Nathan

  • 5 Financial Planning Tips for Recent College Graduates

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**All financials are as of 6/30/24 and subject to change.
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