Cindy G.

I first came to Blue Trust six years ago knowing I needed to be a better steward of the money I was blessed with, but I was totally risk averse! My advisor took the time and patience to educate me in the investment process and get to know me as a person so that the financial plan was developed truly for me and my risk tolerance. The plan has performed beautifully – right in line with our projections which, to me, is a true testament to his mentoring and leadership. I never would have believed it, but now I have overall confidence in the investment process!