Ed & Pam B.

We have been blessed to have had the wealth management counsel of our advisor for the past two decades. Using his broad investment and tax expertise and teamwork with the Blue Trust financial sector specialists, he continues to exceed our expectations. He has stimulated our long-range planning and coordinated with our trust lawyer to act as the executor of our estate. We have learned to take a long-term view, while he protects our short-term options to handle the unexpected. It gives us such peace of mind to trust our investments with our advisor and Blue Trust.