Phil & Julie K.

We have been working with our advisor since 2008 and each year we have a greater appreciation for the insights and wisdom he and the Blue Trust team provide. While investment advice and strategy is important, he also provides great counsel on overall financial planning, estate planning, tax, and charitable giving considerations. He consistently emphasizes the necessary biblical principles regarding our finances. He is very personable and caring, and he takes the time to answer our many questions. We could not have succeeded in progressing towards our financial goals without our advisor’s valuable guidance.