Nathan Lackey, CFP®, CKA®
Associate Advisor
Houston,
TX
Nathan Lackey is an associate advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Houston, Texas.
As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Nathan provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. He oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Nathan supports investment management through reviews, rebalancing, and reporting. Committed to excellence, he fosters strong client relationships and actively contributes to the team’s growth. Nathan is passionate about helping clients better understand God’s perspective regarding money.
Nathan joined Blue Trust in 2020. He is an accomplished speaker who faithfully teaches a God + Money class at Bayou City Fellowship. In 2022, he published an article on LinkedIn.com entitled “Five Financial Planning Tips for Recent College Graduates.”
A zealous Baylor fan, Nathan graduated cum laude from Baylor University with his BS in finance and a minor in religion. He and his fantastic wife, Jenny, who works at Blue Trust as a client service associate, married in June of 2024.
Active in his local church and community, Nathan has served as a Young Life leader for four years at Memorial High School. He and his wife have also been on the school’s Young Life committee since 2023. Nathan is a former community group leader and host at Bayou City Fellowship and has served on the church’s kids’ team since 2022. He resides in Houston, Texas.