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At Blue Trust, our advisors serve individuals, families, and institutions across a wide range of needs—from foundational planning to multigenerational stewardship.

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advisor(s) Matched Your Search
Private Wealth

George Kawasaki

Sr. Private Wealth Advisor, Sr. Partner

CWS®
MBA
Chicago, IL
Bio
George Kawasaki
Chicago, IL
Private Wealth
Senior Advisor
Private Wealth
Sports & Entertainment

Scott Kiesel

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Scott Kiesel
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Adam Kleinfelter

Private Wealth Advisor

CAP®
CFP®
ChSNC®
Greenville, SC
Bio
Adam Kleinfelter
Greenville, SC
Private Wealth
Advisor
Private Wealth

Mary Helen Klingen

Private Wealth Advisor

CFP®
CKA®
CPA
Houston, TX
Bio
Mary Helen Klingen
Houston, TX
Private Wealth
Advisor
Private Wealth

Kevin Klok

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CWS®
Holland, MI
Bio
Kevin Klok
Holland, MI
Private Wealth
Senior Advisor
Private Wealth

Aaron Klopfenstein

Central Region Managing Director, Sr. Private Wealth Advisor, Sr. Partner

CFP®
Indianapolis, IN
Bio
Aaron Klopfenstein
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Keith Kreb

Managing Director, Sr. Partner

CWS®
MBA
Chicago, IL
Bio
Keith Kreb
Chicago, IL
Private Wealth
Senior Advisor
Private Wealth

Zac Kristofak

Associate Advisor

Atlanta, GA
Bio
Zac Kristofak
Atlanta, GA
Private Wealth
Associate Advisor
Private Wealth

David Kruis

Private Wealth Advisor

CKA®
CPA
Holland, MI
Bio
David Kruis
Holland, MI
Private Wealth
Advisor
Family Office

Kyle Kutz

Private Family Office Director, Sr. Family Office Advisor, Sr. Partner

CPA
Alpharetta, GA
Bio
Kyle Kutz
Corporate
Family Office
Senior Advisor

Mandy Kyser

Sr. Trust Operations Specialist

Columbus, GA
Bio
Mandy Kyser
Corporate
Trust & Estate
Associate Advisor
Private Wealth

Nathan Lackey

Associate Advisor

CFP®
CKA®
Houston, TX
Bio
Nathan Lackey
Houston, TX
Private Wealth
Associate Advisor
Private Wealth

Josh Lasley

Associate Advisor

CFP®
CKA®
CPA
Indianapolis, IN
Bio
Josh Lasley
Indianapolis, IN
Private Wealth
Associate Advisor
Private Wealth

David Lawless

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CPA
Houston, TX
Bio
David Lawless
Houston, TX
Private Wealth
Senior Advisor

Stefanie Leighter

Sr. Estate Settlement Officer

JD
Colorado Springs, CO
Bio
Stefanie Leighter
Trust & Estate
Senior Advisor
Private Wealth

Evan Longstreth

Sr. Private Wealth Advisor, Sr. Partner

CKA®
MBA
Atlanta, GA
Bio
Evan Longstreth
Atlanta, GA
Private Wealth
Senior Advisor
Private Wealth

Madison Lorentzen

Private Wealth Advisor

CFP®
CKA®
Lynchburg
Bio
Madison Lorentzen
Lynchburg, VA
Private Wealth
Advisor
Family Office

Tina Lovejoy

Family Legacy Advisor

Alpharetta, GA
Bio
Tina Lovejoy
Corporate
Family Office
Advisor
Family Office
Sports & Entertainment

Jonathan Lowery

Financial Advisor

CFP®
CKA®
MBA
Alpharetta, GA
Bio
Jonathan Lowery
Corporate
Family Office
Advisor
Private Wealth

Allison Ludwig

Associate Advisor

CFP®
CKA®
Chicago, IL
Bio
Allison Ludwig
Chicago, IL
Private Wealth
Associate Advisor
Private Wealth

Sean Mackey

Private Wealth Advisor

CFP®
Charlotte, NC
Bio
Sean Mackey
Charlotte, NC
Private Wealth
Advisor
Private Wealth

Kerry A. Mallory

National Managing Director, Sr. Partner

CKA®
Atlanta, GA
Bio
Kerry A. Mallory
Atlanta, GA
Private Wealth
Senior Advisor
Private Wealth

Blake Mankin

Private Wealth Advisor

CFP®
CKA®
Houston, TX
Bio
Blake Mankin
Houston, TX
Private Wealth
Advisor
Private Wealth

David Mann

Private Wealth Advisor

CFP®
Atlanta, GA
Bio
David Mann
Atlanta, GA
Private Wealth
Advisor
Private Wealth

Sean Mansell, CFA

Director of Operations, Sr. Partner

CFA
CFP®
Indianapolis, IN
Bio
Sean Mansell, CFA
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Scott Martin

Private Wealth Advisor

CFP®
CWS®
Atlanta, GA
Bio
Scott Martin
Atlanta, GA
Private Wealth
Advisor
Private Wealth

Sona Marukhyan

Private Wealth Advisor

CFP®
CKA®
CPA
Indianapolis, IN
Bio
Sona Marukhyan
Indianapolis, IN
Private Wealth
Advisor
Private Wealth

Ed McCahill

Sr. Private Wealth Advisor, Partner

CKA®
CWS®
MBA
Seattle, WA
Bio
Ed McCahill
Seattle, WA
Private Wealth
Senior Advisor
Everyday Steward

Nolan McClure

Financial Advisor; Manager - Financial Planning, Partner

CFP®
CKA®
Alpharetta, GA
Bio
Nolan McClure
Corporate
Everyday Steward
Advisor
Everyday Steward

Sarah McKaig

Sr. Financial Advisor

CFP®
CKA®
CSA®
Indianapolis, IN
Bio
Sarah McKaig
Indianapolis, IN
Everyday Steward
Senior Advisor
Family Office

Laurie McRae

Family Office Advisor

JD
Columbus, GA
Bio
Laurie McRae
Corporate
Family Office
Advisor
Private Wealth

Justin Meade

Private Wealth Advisor

CFP®
CKA®
CRPC®
Greenville, SC
Bio
Justin Meade
Greenville, SC
Private Wealth
Advisor
Private Wealth
Sports & Entertainment

Tom Milajecki

Private Wealth Advisor, Partner

CFP®
Orlando, FL
Bio
Tom Milajecki
Orlando, FL
Private Wealth
Advisor
Private Wealth

John D. Miley III

Sr. Private Wealth Advisor, Sr. Partner

CPA/PFS
Indianapolis, IN
Bio
John D. Miley III
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Suzanne Miller

Sr. Private Wealth Advisor, Partner

CFP®
CWS®
Atlanta, GA
Bio
Suzanne Miller
Atlanta, GA
Private Wealth
Senior Advisor
Private Wealth

V. Grace Moore

Private Wealth Advisor

CFP®
CKA®
Burke, VA
Bio
V. Grace Moore
Baltimore, MD
Private Wealth
Advisor
Private Wealth

Matthew Morris

Financial Planning Associate

Seattle, WA
Bio
Matthew Morris
Seattle, WA
Private Wealth
Associate Advisor
Private Wealth

Arno Muller

Associate Advisor

Alpharetta
Bio
Arno Muller
Corporate
Private Wealth
Associate Advisor
Private Wealth

Byron Nelson

Sr. Private Wealth Advisor, Partner

CFP®
Orange County, CA
Bio
Byron Nelson
Orange County, CA
Private Wealth
Senior Advisor

Robert Nobles, CFA

Director of Portfolio Management

CFA
CIMA®
CPA
Columbus, GA
Bio
Robert Nobles, CFA
Columbus, GA
Trust & Estate
Senior Advisor
Private Wealth

Paul O'Bold

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Paul O'Bold
Indianapolis, IN
Private Wealth
Advisor
Private Wealth

Lesley Orr

Private Wealth Advisor

CFP®
Atlanta, GA
Bio
Lesley Orr
Atlanta, GA
Private Wealth
Advisor
Private Wealth

Eric Ostrander

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Eric Ostrander
Indianapolis, IN
Private Wealth
Advisor
Everyday Steward

Libby Parris

Financial Advisor

CFP®
CKA®
Alpharetta, GA
Bio
Libby Parris
Corporate
Everyday Steward
Advisor
Private Wealth

Neil Paur

Sr. Private Wealth Advisor, Sr. Partner

CFP®
Orange County, CA
Bio
Neil Paur
Orange County, CA
Private Wealth
Senior Advisor
Private Wealth

Justin Peacock

Private Wealth Advisor

CFP®
Chicago, IL
Bio
Justin Peacock
Chicago, IL
Private Wealth
Advisor
Family Office

Andrew Peipers

Family Office Planning Specialist

Alpharetta, GA
Bio
Andrew Peipers
Corporate
Family Office
Associate Advisor
Family Office

Skip Perkins

Sr. Family Office Advisor, Sr. Partner

CTFA
CWS®
JD
Columbus, GA
Bio
Skip Perkins
Corporate
Family Office
Senior Advisor
Private Wealth

Amanda Phillips

Private Wealth Advisor

CAP®
CFP®
CKA®
Indianapolis, IN
Bio
Amanda Phillips
Indianapolis, IN
Private Wealth
Advisor
Everyday Steward

Josiah Phillips

Financial Advisor

CFP®
CKA®
MBA
Charlotte, NC
Bio
Josiah Phillips
Charlotte, NC
Everyday Steward
Advisor
Private Wealth

Scott Pothoven

Sr. Private Wealth Advisor, Partner

CFP®
Indianapolis, IN
Bio
Scott Pothoven
Indianapolis, IN
Private Wealth
Senior Advisor
Everyday Steward

Marshall Potter

Sr. Financial Advisor, Sr. Partner

CFP®
CKA®
CWS®
Alpharetta, GA
Bio
Marshall Potter
Corporate
Everyday Steward
Senior Advisor
Private Wealth

Tiffany Powers

Associate Advisor

CFP®
CKA®
Charlotte, NC
Bio
Tiffany Powers
Charlotte, NC
Private Wealth
Associate Advisor
Private Wealth

Brent Prorok

Private Wealth Advisor, Partner

CFP®
ChFC®
CKA®
CWS®
Chicago, IL
Bio
Brent Prorok
Chicago, IL
Private Wealth
Advisor
Private Wealth

Hunter Pugh

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Charlotte, NC
Bio
Hunter Pugh
Charlotte, NC
Private Wealth
Senior Advisor
Family Office
Sports & Entertainment

Sheri Ronan

Financial Advisor

CPA
CWS®
Phoenix, AZ
Bio
Sheri Ronan
Phoenix, AZ
Family Office
Advisor
Private Wealth

Brett Ryan

Private Wealth Advisor

CFP®
CWS®
Charlotte, NC
Bio
Brett Ryan
Charlotte, NC
Private Wealth
Advisor
Private Wealth

Isaac Sassa

Associate Advisor

CFP®
CKA®
Phoenix, AZ
Bio
Isaac Sassa
Phoenix, AZ
Private Wealth
Associate Advisor
Private Wealth

Caleb Schilling

Associate Advisor

CFP®
CKA®
Hunt Valley, MD
Bio
Caleb Schilling
Baltimore, MD
Private Wealth
Associate Advisor
Private Wealth

Trevor Schmidt

Associate Advisor

CFP®
CKA®
Phoenix, AZ
Bio
Trevor Schmidt
Phoenix, AZ
Private Wealth
Associate Advisor
Private Wealth

Randy Schroeder

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Houston, TX
Bio
Randy Schroeder
Houston, TX
Private Wealth
Senior Advisor
Private Wealth

Jason Schug

Associate Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Jason Schug
Indianapolis, IN
Private Wealth
Associate Advisor
Everyday Steward

Daniel Scoggin

Financial Advisor

Orlando, FL
Bio
Daniel Scoggin
Orlando, FL
Everyday Steward
Advisor
Private Wealth

Christopher Scotchler

Managing Director, Sr. Partner

CFP®
CWS®
Seattle, WA
Bio
Christopher Scotchler
Seattle, WA
Private Wealth
Senior Advisor
Private Wealth

Mike Searcy

Sr. Private Wealth Advisor, Partner

ChFC®
CWS®
Phoenix, AZ
Bio
Mike Searcy
Phoenix, AZ
Private Wealth
Senior Advisor
Family Office
Sports & Entertainment

Barb Senum

Sr. Financial Advisor & Operations Manager, Sr. Partner

CFP®
CWS®
Phoenix, AZ
Bio
Barb Senum
Phoenix, AZ
Family Office
Senior Advisor
Private Wealth

Parker Setran

Associate Advisor

CFP®
CKA®
CPA
Orange County, CA
Bio
Parker Setran
Orange County, CA
Private Wealth
Associate Advisor
Private Wealth

Jerry Seykora

Private Wealth Advisor, Partner

CWS®
Houston, TX
Bio
Jerry Seykora
Houston, TX
Private Wealth
Advisor
Private Wealth

Jared Simmons

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Columbia, SC
Bio
Jared Simmons
Columbia, SC
Private Wealth
Senior Advisor

Rob Smith

Sr. Business Consulting Advisor

JD
MBA
Richmond, VA
Bio
Rob Smith
Corporate
Business Consulting
Senior Advisor
Private Wealth

Mike Sobieski

Private Wealth Advisor

CFP®
CWS®
Phoenix, AZ
Bio
Mike Sobieski
Phoenix, AZ
Private Wealth
Advisor
Everyday Steward

Michael Spencer

Financial Advisor

CFP®
Atlanta, GA
Bio
Michael Spencer
Atlanta, GA
Everyday Steward
Advisor
Family Office

Jamie Spruyt

Sr. Managing Director, Family Office, Sr. Partner

Alpharetta, GA
Bio
Jamie Spruyt
Corporate
Family Office
Senior Advisor

Nathan Staub

Managing Partner of Calvin Edwards & Company

Alpharetta, GA
Bio
Nathan Staub
Corporate
Philanthropic Consulting
Senior Advisor
Everyday Steward

Mark Sweeney

Associate Advisor

CFP®
CKA®
Hunt Valley, MD
Bio
Mark Sweeney
Baltimore, MD
Everyday Steward
Associate Advisor
Private Wealth

Sherry K. Teat

Sr. Private Wealth Advisor, Partner

CFP®
CPA/PFS
CWS®
Charlotte, NC
Bio
Sherry K. Teat
Charlotte, NC
Private Wealth
Senior Advisor
Private Wealth

Steve Thorne

Sr. Private Wealth Advisor

Nashville, TN
Bio
Steve Thorne
Nashville, TN
Private Wealth
Senior Advisor

John Truschel, CFA

Managing Director, Institutional Division; Partner

CFA
Alpharetta, GA
Bio
John Truschel, CFA
Senior Advisor
Family Office

Trey Turner

Family Office Advisor

CFP®
CKA®
Alpharetta, GA
Bio
Trey Turner
Corporate
Family Office
Advisor
Private Wealth

Greg Tutino

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Hunt Valley, MD
Bio
Greg Tutino
Baltimore, MD
Private Wealth
Senior Advisor
Private Wealth

Eric VandenBerg

Sr. Private Wealth Advisor

CFP®
CPA
Holland, MI
Bio
Eric VandenBerg
Holland, MI
Private Wealth
Senior Advisor
Private Wealth

Justin Varnes

Private Wealth Advisor

CFP®
CKA®
Greenville, SC
Bio
Justin Varnes
Greenville, SC
Private Wealth
Advisor
Private Wealth

Justin M. Victor

Sr. Private Wealth Advisor

CFP®
Lynchburg
Bio
Justin M. Victor
Lynchburg, VA
Private Wealth
Senior Advisor
Private Wealth

Julie Walker

Private Wealth Advisor

CFP®
CPA
CWS®
Hunt Valley, MD
Bio
Julie Walker
Baltimore, MD
Private Wealth
Advisor
Private Wealth

Brannon Walters

Associate Advisor

CFP®
CKA®
Nashville, TN
Bio
Brannon Walters
Nashville, TN
Private Wealth
Associate Advisor
Private Wealth

Michael I. Wang

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
JD
Chicago, IL
Bio
Michael I. Wang
Chicago, IL
Private Wealth
Senior Advisor
Everyday Steward

Rob Wells

Financial Advisor

CFP®
CKA®
CWS®
Holland, MI
Bio
Rob Wells
Holland, MI
Everyday Steward
Advisor

Jeff Wernick

Managing Director, Business Consulting, Partner

Nashville, TN
Bio
Jeff Wernick
Nashville, TN
Business Consulting
Senior Advisor
Private Wealth

Craig Westrick

Sr. Private Wealth Advisor, Sr. Partner

CWS®
Greenwood, IN
Bio
Craig Westrick
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Sherri White

Sr. Private Wealth Advisor, Partner

CKA®
CPA/PFS
Greenville, SC
Bio
Sherri White
Greenville, SC
Private Wealth
Senior Advisor
Private Wealth

Brett Whitley

Sr. Private Wealth Advisor, Sr. Partner

CWS®
Nashville, TN
Bio
Brett Whitley
Nashville, TN
Private Wealth
Senior Advisor
Private Wealth

Bruce Williams

Sr. Private Wealth Advisor

CFP®
Nashville, TN
Bio
Bruce Williams
Nashville, TN
Private Wealth
Senior Advisor
Everyday Steward

Dane Williams

Financial Advisor

CFP®
CKA®
CPA
Nashville, TN
Bio
Dane Williams
Nashville, TN
Everyday Steward
Advisor
Private Wealth

Amy Wilson

Private Wealth Advisor

CFP®
CDFA®
CKA®
Indianapolis, IN
Bio
Amy Wilson
Indianapolis, IN
Private Wealth
Advisor
Private Wealth

Jim Wise

Dir. Ministry Services, Sr. Private Wealth Advisor, Sr. Partner

CAP®
CFP®
ChFC®
CKA®
CLU®
CWS®
Orlando, FL
Bio
Jim Wise
Orlando, FL
Private Wealth
Senior Advisor
Everyday Steward

Dan Wolthuis

Sr. Financial Advisor, Sr. Partner

CFP®
CKA®
Alpharetta, GA
Bio
Dan Wolthuis
Corporate
Everyday Steward
Senior Advisor
Family Office
Sports & Entertainment

Jacob Yates

Associate Advisor

CFP®
CKA®
Alpharetta, GA
Bio
Jacob Yates
Corporate
Family Office
Associate Advisor
Family Office

Era Yoo

Sr. Family Office Advisor

CIMA®
MBA
New Canaan, CT
Bio
Era Yoo
Corporate
Family Office
Senior Advisor
Private Wealth

John S. Yukawa

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Chicago, IL
Bio
John S. Yukawa
Chicago, IL
Private Wealth
Senior Advisor
Private Wealth

Janine L. Zeltwanger

Sr. Private Wealth Advisor, Partner

CPA/PFS
Indianapolis, IN
Bio
Janine L. Zeltwanger
Indianapolis, IN
Private Wealth
Senior Advisor

No advisors match your search.

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Who We Serve

Everyday stewardPrivate WealthFamily office

Why Blue Trust

Why Blue TrustLeadershipPress ReleasesChristian financial advisors

How We Help

Financial PlanningInvestment ManagementTrust & EstateBusiness ConsultingPhilanthropic Consulting

Locations

CorporateAtlanta, GABaltimore, MDBirmingham, ALCharlotte, NCChicago, ILColumbia, SCColumbus, GAGreenville, SCHolland, MI
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©2026 blue trust, inc
Privacy & RegulatoryNotice at Collection
Top
(800) 987-2987
Made with
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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. CFP Board 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 6/30/26 and subject to change.

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