Shawn Jacques

Shawn Jacques, CFP®, CKA®, ChFC®, MBA

Private Wealth Advisor
Chicago, IL
shawn.jacques@bluetrust.com
(847) 945-2214
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Shawn Jacques is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Chicago, Illinois.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Shawn 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. Shawn and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust in 2011, Shawn worked for Freedom Financial and Strategic Resources, Inc. as a financial planner. Prior to his work there, Shawn was a trust investment analyst at Hills Bank and Trust. Before that, he was an internal auditor for a community bank.

Shawn earned his BA degree in finance from Western Illinois University where he graduated summa cum laude in 2005. Shawn also earned his MBA with distinction from the University of Iowa in 2009.

Active in the community, Shawn is a board member for Informed Choices, Legacy Leadership Forums and the local Fellowship of Christian Athletes region. He also serves as a deacon and leads a small group at his local church in Libertyville, IL.

Shawn and his wife, Mary Lynn, have three children and reside in Grayslake, IL. In his spare time, Shawn loves spending time with his family, running, and supporting the Iowa Hawkeyes.

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 Shawn

  • Marital Oneness with Your Finances

  • Finding Hope that Transcends Financial Independence

  • Should I Give My Children an Allowance?

  • Giving Thanks in All Circumstances

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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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