Sports & Entertainment

 
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Daniel Murphy

“Blue Trust has helped open our eyes to finances in a new and healthy way. We would encourage anyone who is looking for biblical counsel around their finances to talk with the team at Blue Trust. Their planning process helped us understand our finances and pay off our debt and also empowered us to make decisions for the Kingdom!”

Daniel Murphy
MLB Infielder

Demario and Tamela

“Since Blue Trust’s team joined our family on our stewardship journey, we have more clearly understood our finances and have been empowered to accomplish our goals. We now see the value of having a financial planner, not just an investment advisor, to oversee all aspects of our situation.”

Demario and Tamela Davis
NFL Athlete and Founder of Devoted Dreamers Foundation

Jalen and Brie Beeks

“Since we started working with Blue Trust, we feel inspired and empowered to use our resources wisely for our future and God’s Kingdom. Blue Trust continues to help us see the big picture while keeping our debt-free goals a main priority.”

Jalen and Brie Beeks
Tampa Bay Rays

Honor the Lord with your
wealth and with the best
part of everything you
produce.

Proverbs 3:9

Athletes and Entertainers We Serve

 

Benjamin Watson

Benjamin Watson

Benjamin Watson
2018 Bart Starr Award
Super Bowl Champion

Matt Forte

Matt Forte

Matt Forte
2X NFL Pro Bowl
2008 All-Rookie Team

Adam Wainwright

Adam Wainwright

Adam Wainwright
2020 Roberto Clemente Award
2X Gold Glove Award

Chase Daniel

Chase Daniel

Chase Daniel
Super Bowl Champion

Clayton and Allegra Snyder

Clayton & Allegra Snyder
Disney Channel Actor and Actress on Amazon Prime’s “Upload”

Golden Tate

Golden Tate

Golden Tate
Pro Bowl
Super Bowl Champion

Lance Berkman

Lance Berkman

Lance Berkman
6x MLB All-Star
World Series Champion

Demario Davis

Demario Davis

Demario Davis
2021 Bart Starr Award
2x NFL All-Pro

Jaime Garcia

Jaime Garcia

Jaime Garcia
World Series Champion

Matt Holliday

Matt Holliday

Matt Holliday
7x MLB All-Star
World Series Champion

Lance Lynn

Lance Lynn

Lance Lynn
MLB All-Star
World Series Champion

Jalen Beeks

Jalen Beeks
Tampa Bay Rays Pitcher

Blue Trust serves as your wealth strategist, coordinating all areas of your finances and working closely with your agent, management company, business manager, attorney, accountant, and other advisors, to make sure we’re all working toward the same goals. We also want to leverage our over 35 years of experience for your success. With advisors and expertise that can be applied to any niche, we serve over 200 professional athletes, entertainers, creators, and coaches across many major sports and entertainment platforms.* Our goal is to help athletes and entertainers manage their wealth so they are free to give generously and invest their time and resources into what matters most.

* As of 12/31/2023 and subject to change.

Comprehensive Wealth Planning Experience

  • Tax planning & strategy
  • Estate planning & trust services
  • Investment management and review
  • Strategic charitable planning
  • Insurance planning
  • Gatekeeper/accountability
  • Custom services
  • Family Mission Development
  • Raising children in wealth

Cash Flow Management & Bill Pay

  • 12-month cash flow projections
  • Monthly income/expense summaries
  • Coordination with vendors
  • Daily cash receipts recorded
  • Invoice review
  • Invoice payment
  • Bank and bill reports
  • Transaction research
  • Brand deals
  • Royalty income strategies
  • Multiple income stream strategies (streaming revenue)
  • Employer/property coordinator

Team Approach

We've-Got-Your-Back

We’ve Got Your Back

Today, many athletes and entertainers will enjoy millions in earnings during a short time in the spotlight, often at a young age. This unique situation makes the need for a team skilled in comprehensive wealth management and experienced in understanding the circumstances and opportunities of athletes and entertainers even more critical to achieving lifelong financial goals.

Why We Are Industry Experts

The Blue Trust Difference

We provide financial, investment, and estate advice grounded in biblical principles. Over time, we have found these principles to be relevant to each professional we work with, regardless of their faith or religious beliefs.

Fee Only

Fee-only means you know exactly what your fee will be. There are no hidden fees, and we don’t receive any commission on selling you products.

We don’t take commissions on anything, ever. We will never try to sell you insurance or push a product on you. We are legally obliged to offer you only what is in your best financial interests. All of our services are offered in a fee-only model to give you completely objective advice based on your specific needs.

As fiduciary advisors, our organization offers the highest degree of regulation and rigor. We are legally obliged to always put our clients’ best interests first, and we provide annual comprehensive audits at the highest levels.

Gatekeeper

Our “gatekeeper capability” role allows you to share all business and giving opportunities with your Blue Trust advisor – he or she can affirm your “yes” when it fits your plan or deliver that tough “no” to people who may not have your best interests in mind.

Personal Accountability Partners

How many advisors have you had that asked you if you were meeting your personable and charitable financial goals? When most clients come to us, they have never been asked questions by any advisor about how their financial decisions are affecting their faith. We act not only as your financial guide, but as guides of timeless biblical wisdom that can take your life where it was meant to go: to the highest levels of personal achievement and satisfaction.

Comprehensive Team Planning

We don’t just help you create a spending plan or give investment advice. We coordinate all of your financial needs through one team, which for you means a single point of contact, your Financial Advisor. From top to bottom, we can help put your mind at ease about your financial situation so you can focus on your sport.

Common Concerns

  • Who should I trust when it comes to my finances?
  • Will I have enough to support this lifestyle after I retire?
  • What if my taxes get audited?
  • Should I buy my parents a house?
  • Can I find someone to hold me accountable on my spending and cash flow?
  • How much money should we leave to our kids?
  • What charities are actually having a kingdom impact?

We would be excited to share with you more about our services and how we have helped professional athletes and entertainers answer questions like these.

Meet the Team

Leadership

See Bio

Don-Christensen

Don Christensen

EVP, Sports & Entertainment Division

See Bio

Reed-Crosson

Reed Crosson, CFP®

Managing Director

See Bio

Barb-Senum

Barb Senum, CFP®, CWS®

Sr. Financial Advisor & Operations Manager

Advisor Team

See Bio

Morgan-Chalk

Morgan Chalk, CFP®, CWS®

Sr. Financial Advisor

See Bio

Scott-Kiesel

Scott Kiesel, CFP®, CWS®, CKA®

Sr. Financial Advisor

See Bio

Connor-Lowery

Connor Lowery, CFP®, CPA, CWS®

Financial Advisor

See Bio

Colby Gilmore CFP®, CWS®, CPA, CKA®

Financial Advisor

See Bio

Sheri Ronan

Sheri Ronan, CPA, CWS®

Financial Advisor

See Bio

Jonathan-Lowery

Jonathan Lowery, MBA, CFP®

Sr. Financial Planner

See Bio

Evan Hecht, CFP®

Sr. Financial Planner

See Bio

Dave Hensley

Sr. Financial Planner

Support Team

Laura Back

Laura Back

Client Accounting Specialist

Jennifer Massey

Jennifer Massey

Client Accounting Coordinator

Elise-Stoner

Elise Stoner

Client Accounting Coordinator

Tiffany-Bradley

Tiffany Bradley

Client Accounting Coordinator

Shea-Kaste

Shea Kaste

Client Accounting Coordinator

Melinda-Price

Melinda Price

Client Accounting Coordinator

Locations

  • Atlanta, GA Office

    1125 Sanctuary Parkway,
    Suite 500
    Alpharetta, GA 30009

  • Chandler, AZ Office

    3100 W. Ray Road,
    Suite 345
    Chandler, AZ 85226

  • Indianapolis, IN Office

    9229 Delegates Row,
    Suite 200
    Indianapolis, IN 46240

  • Nashville, TN Office

    230 Franklin Road,
    Building 2B
    Franklin, TN 37064

  • Orlando, FL Office

    1900 Summit Tower Blvd.,
    Suite 260
    Orlando, FL 32810

Connect with Blue Trust Sports & Entertainment

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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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