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Nathan Lackey

Nathan Lackey, CFP®, CKA®

Financial Planner
Houston, TX

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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 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.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald 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."

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

"Working with our Ronald 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."

Resources from Nathan

  • 5 Financial Planning Tips for Recent College Graduates