Blue Trust

Senior Private Wealth Advisor

Partner

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: 

• Financial, retirement, and estate planning 
• Investment management 
• Cash flow and budget planning 
• Charitable giving strategies 
• Personal trust and estate settlement 
• Business consulting services
• Family Office 
• Professional Athlete services 
• Institutional services 
• Retirement plan consulting

I joined Blue Trust in 2019 through an acquisition of a local RIA firm.

Private Wealth Advisor

Weaver Boys

A Father + Son business where we beautify your home with landscaping maintenance and pressure washing services.  Serving the greater Greenville, Anderson, Spartanburg area in South Carolina.

Founder | Worker | Dad

Bob Jones University

Adjunct professor in Finance - Portfolio Management

Adjunct Professor

Ernst & Young

I had a fantastic experience at one of the world's greatest professional service firms.  I was honored to serve in the income tax and audit practice.  I was also privileged to help the firm administer the Entrepreneur of the Year program in the Southeast.  I taught continuing professional education (CPE) for the Southeast Tax practice.

Senior Manager-Global Compliance and Reporting

McGuinn Homes

Chief Financial Officer during one of the worst times to be in home building and land development.  Worked with banks and assisted the owner with various accounting and income tax initiatives.

Chief Financial Officer

Grant Thornton, LLP

Income tax, family office consulting, financial statement restatement, FAS 109 audit, executive compensation, mergers and acquisition. I contributed to recruiting, staff and senior training development, and CPE instruction.

Manager-Strategic Federal Tax Services

Arthur Andersen

I was fortunate to be able to experience one of the richest cultures within professional services and work for a firm with an amazing history.  Sadly, the firm ceased operation due to the Enron affair.

Staff Accountant-Tax

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: 

• Financial, retirement, and estate planning 
• Investment management 
• Cash flow and budget planning 
• Charitable giving strategies 
• Personal trust and estate settlement 
• Business consulting services
• Family Office 
• Professional Athlete services 
• Institutional services 
• Retirement plan consulting

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