Derek Irish is the managing director for the Western U.S. region and senior partner of Ronald Blue Trust.
As managing director, Derek is responsible for the client service, growth, and expansion of the company’s office in Houston, Texas and across the Western U.S. region. This includes providing leadership and oversight of offices in Phoenix, Arizona; Orange County, California; and Seattle, Washington.
In addition to his leadership role, Derek uses his experience in investment, retirement, estate, and cash flow planning to develop custom financial strategies for individuals, families, and businesses. Derek understands the complex questions and issues surrounding comprehensive financial planning and investment advisement, so he works with his clients to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy.
Derek also serves on the company’s Investment Advisory Group.
Prior to joining Ronald Blue Trust in 1998, Derek was a senior manager with Accenture working with clients on large scale, multi-million dollar corporate re-engineering projects. His primary responsibility was design and implementation of custom financial and business strategies for leading companies across the country.
Derek graduated from the University of Texas at Austin in 1988 with a BS in finance and chemical engineering. He has earned the CERTIFIED FINANCIAL PLANNERTM certification and is a Certified Wealth Strategist® (CWS®). Derek is also a certified member of Kingdom Advisors.
Active in his community, Derek is a frequent speaker at financial planning seminars and is a member and teacher at his local church. When not spending time with his family, he also enjoys running, tennis, biking, fishing, hunting, skiing, and playing guitar.
We have worked with Ronald Blue Trust for well over 25 years. During this journey together we have greatly appreciated the Godly wisdom and advice they have provided. We have worked closely with both Derek Irish and David Lawless, and they are far more than financial advisors. The relationship we have developed is one of friendship that we can share so closely with one another. They have taken us on a journey of "planning" that is unparalleled.
Working with Ronald Blue Trust has helped us achieve our financial goals that in the beginning we were not sure were possible. Derek and David always do an excellent job of breaking down the discussion into manageable pieces to understand that allow us to determine the next steps. They each bring a unique skill set to our discussions that helps us plan. They are great at stretching us into a place of both giving and investing and have recently brought new tools together that are helping us do even more.
They have listened closely to our needs over this amazing 25+ year journey, and as a result have shaped our financial future to a place we are so pleased with. It's a joy working with Ronald Blue Trust and we would highly recommend them to others for consideration.
https://www.ronblue.com/wp-content/uploads/2023/09/Episode_27_Snyders_web_new.jpg10801080Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2023-09-24 11:26:182023-09-26 11:34:07“Wisdom for Wealth. For Life.” Episode 27: Stewarding Your Faith in Hollywood
https://www.ronblue.com/wp-content/uploads/2020/09/AdobeStock_247662863-scaled-e1694631069815.jpeg10182018Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2023-09-13 10:44:592023-09-21 12:02:33Why Has the Number of Public Companies Declined?
https://www.ronblue.com/wp-content/uploads/2023/09/Patriot-Day.png10801080Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2023-09-10 16:04:492023-09-11 08:25:45Where Were You on September 11?
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald 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. Certified Financial Planner Board of Standards Inc. 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.**As of 6/30/23 and subject to change.
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