Chicago Financial Advisors

Home » Chicago, IL
Chicago Office
500 Lake Cook Road
Suite 430
Deerfield, IL 60015
Phone
847.945.2214
Fax
847.945.3214

Wealth Management & Trust Services

The Chicago financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Family Office
  • Sports & Entertainment services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting
The Chicago office of Blue Trust continues to expand its client base by building and implementing personalized financial plans, providing goals-based investment advice, and strategic consulting to business owners, corporate executives, entrepreneurs, and physicians. The Chicago financial advisors are also active in the local philanthropic community. The office opened in 1994 under the leadership of Managing Director, George Kawasaki, who joined Blue Trust in 1993 after holding various positions in the corporate finance department of a Fortune 500 company.

Meet our Chicago Financial Advisors

  • See Bio

    Jennifer Anderson

    Jennifer Anderson, CFP®, CKA®

    Chicago, IL

  • See Bio

    Shawn Jacques

    Shawn Jacques, CFP®, MBA, ChFC

    Chicago, IL

  • See Bio

    George S. Kawasaki

    George S. Kawasaki, MBA, CPA, CWS®

    Chicago, IL

  • See Bio

    Keith Kreb

    Keith Kreb, MBA, CWS®

    Chicago, IL

  • See Bio

    Brent Prorok

    Brent Prorok, CFP®, CWS®, ChFC®, CKA®

    Chicago, IL

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    Michael I. Wang

    Michael I. Wang, JD, CFP®, CKA®

    Chicago, IL

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    John S. Yukawa

    John S. Yukawa, CFP®, CWS®, CKA®

    Chicago, IL