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

• Manages several teams in both daily activities and long-term initiatives.• Key focuses include account management, client services, customer retention, and risk management.• Coordinates effective communication among teams and management in order to set clear expectations.• Trains new employees and coaches existing team members across multiple offices, including international.• Supervises project management and the improvement of processes through organization and data analysis.• Built a client base from 200 clients to 1,000+ within a two-year span, while maintaining a 80%+ retention rate.• Grew the Fuel Services team from two employees to eighteen employees in the same two-year time period.

• Responsible for account management, customer service, wealth management, bookkeeping, and auditing.• Assisted a large volume of customers daily through interpersonal skills and a focus on customer satisfaction.• Maintained in-depth service knowledge to offer informed, personalized responses to a diverse customer base.

Human Resources Office Coordinator• Oversaw filing operations, including bookkeeping, organization, flow of correspondence, and clerical services.• Systemized office procedures and devised new data organization to improve efficiency of workflow.Rural Carrier Associate• Organized and delivered mail as a rural mail carrier, covering multiple city limits.