Dr. John B.

Blue Trust and Dan Grover’s team have helped Barbara and me for the past 15 years and Dan’s counsel has meant so much to me. Dan has helped us to invest and steward our resources wisely, to have an overall well-coordinated plan, to reduce taxes, and to be more structured and smart so that we could be more generous and meet our financial goals.
Most importantly, Barbara and I have had peace about our finances and joy through both giving and from being freed from the burdens of investment decisions with multiple advisors.