Houston Financial Advisors

Home » Locations » Houston, TX
Houston-Office

Wealth Management & Trust Services

The Houston financial advisors at Ronald 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
  • Professional Athlete services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting

The Houston office serves clients throughout Texas and the South. They help their clients make wise financial decisions through building and implementing personalized financial plans, providing goals-based investment advice, and offering trust services to business owners, corporate executives, entrepreneurs, physicians, and other high net-worth clients. Since 2017, Derek Irish has served as managing director of the office. Derek joined Ronald Blue Trust in 1998 and has over 30 years of experience in the financial industry The Houston office was opened in 1994 by Texas native and Sr. Partner, Randy Schroeder, to meet the needs of the growing Texas client base. Randy led the office for over 20 years before transitioning back to serving clients full-time.

  • See Bio

    Ryan Anderson

    Ryan Anderson, CFP®, CPA, CWS®

    Houston, TX

  • See Bio

    Lee Coffman

    Lee Coffman, CFP®, CPA

    Houston, TX

  • See Bio

    Derek V. Irish

    Derek V. Irish, CFP®, CWS®, CKA®

    Houston, TX

  • See Bio

    David Lawless

    David Lawless, CPA, CFP®

    Houston, TX

  • See Bio

    Blake Mankin

    Blake Mankin

    Houston, TX

  • See Bio

    Randy Schroeder

    Randy Schroeder, CFP®, CWS®, CKA®

    Houston, TX

  • See Bio

    Jerry Seykora

    Jerry Seykora, CWS®

    Houston, TX