Derek Irish is the managing director for the Western U.S. region and senior partner of 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 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.
