Ted & Cathy D.

Lisa Hopcroft and her team have been our account representatives at Blue Trust for the past 4 years. They are all very professional and efficient. Their presentations that show our financial position, investments and projections for future income and spending are very detailed and extremely helpful. They have also been most helpful in dealing with questions relating to our home loan, life insurance, social security and Medicare. Knowing their spiritual background and the way that they make decisions and provide guidance is a great comfort to us. Cathy and I highly trust their judgment and integrity, and are happy to recommend them to our friends and relatives.