Blue Trust
Shawn Jacques, CFP®, CKA®, ChFC, currently serves as a Senior Private Wealth Advisor at Blue Trust since May 2011, where expertise in biblical principles and financial strategies assists individuals, families, and businesses in making informed financial decisions. Prior experience includes a role as a Financial Planner for Freedom Financial and Survivor Outreach Services from June 2009 to April 2011, providing financial counseling and planning. Shawn gained valuable experience as a Wealth Management Graduate Assistant and Trust Investment Analyst at the University of Iowa and Hills Bank and Trust, where responsibilities involved investment research and client support. Earlier experience as an Assistant Internal Auditor at Blackhawk State Bank and Trust involved conducting audits and managing compliance programs. Shawn holds an MBA with Distinction in Finance from The University of Iowa and a Bachelor's in Finance, graduating Summa Cum Laude from Western Illinois University.
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Blue Trust
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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 over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. 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 * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/