Trevor Schmidt

Trevor Schmidt, CFP®, CKA®

Associate Advisor
Phoenix, AZ
trevor.schmidt@bluetrust.com
(480) 670-0618
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Trevor Schmidt is an associate advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Phoenix, Arizona.

As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Trevor 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, Trevor supports investment management through reviews, rebalancing, and reporting. Committed to excellence, he fosters strong client relationships and actively contributes to the team’s growth.

Before joining the company, Trevor served on the international campus staff of Cru, the U.S. ministry of Campus Crusade for Christ. In that role, he led a team of missionaries in Tokyo, Japan launching student-led campus ministries and focusing on outreach, discipleship, and church engagement.

Trevor graduated with a degree in business administration from California State University, Fullerton. He is also a Certified Kingdom Advisor®.

Active in his community, Trevor attends and serves at New Valley Church in Chandler, Arizona. He and his wife, Mallorie, a physical therapist, reside in Gilbert, Arizona.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Day to Reflect on Conviction, Service, and Calling

Economic Review & Outlook First Quarter 2026

New Year. Same Mission.

A Day to Reflect on Conviction, Service, and Calling

Economic Review & Outlook First Quarter 2026

New Year. Same Mission.

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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 6/30/25 and subject to change.
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