Nathan Lackey is a financial planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Houston, Texas.
Nathan analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.
Nathan joined Ronald Blue Trust in 2020. An accomplished speaker, he taught a God + Money class at Bayou City Fellowship. In 2022, he had an article published on LinkedIn.com entitled “Five Financial Planning Tips for Recent College Graduates.”
Nathan graduated cum laude from Baylor University with his BS in finance and a minor in religion.
Active in his local church and community, Nathan has served as a Young Life leader at Memorial High School since 2020. He is a community group leader, host, and kids’ team volunteer at Bayou City Fellowship. He resides in Houston, Texas.