Nathan Lackey

Nathan Lackey, CFP®, CKA®

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

Combining financial expertise and biblical wisdom, 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 is passionate about helping clients better understand God’s perspective regarding money.

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

A zealous Baylor fan, Nathan graduated cum laude from Baylor University with his BS in finance and a minor in religion. He and his fantastic wife, Jenny, who works at Blue Trust as a client service associate, married in June of 2024.

Active in his local church and community, Nathan has served as a Young Life leader for four years at Memorial High School. He and his wife have also been on the school’s Young Life committee since 2023. Nathan is a former community group leader and host at Bayou City Fellowship and has served on the church’s kids’ team since 2022. 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

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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 Nathan

  • 5 Financial Planning Tips for Recent College Graduates

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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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