Carol Jackovich - Sr. Financial Advisor, Partner at Blue Trust

05/05/2026

When I think about what drew me to Blue Trust, it’s the clarity of our mission. For more than forty years, this firm has stayed focused on one purpose: helping believers manage wealth with wisdom and live with peace.

We don’t separate faith and finances. They belong together, because everything we’ve been given was meant to serve both people and purpose.

If you’ve ever wondered how your financial life can reflect your faith, let’s start that conversation.

01/20/2025

Our latest investment newsletter is packed with insights on the new presidential administration’s agenda and how their policies could shape the U.S. economy. Read it here: https://yip.sh/abb43ffd

01/20/2025

Blue Trust is seeking a Vice President of Marketing to develop and lead innovative strategies across our six divisions and drive significant impact as we continue our record growth. If you know someone who embodies our cultural and missional values, please encourage them to apply or reach out to me directly. https://yip.sh/ba2f8b7b

01/20/2025

Our COO recently highlighted some exciting things Blue Trust is working on in 2025 and shared our company's leadership theme for the year, "For Such a Time as This." Read it here: https://yip.sh/a594ddf9

01/08/2025

The new year brings a fresh opportunity to take charge of your finances. But do you ever wonder, "Where do I begin?" Here are four steps to help you get started! https://yip.sh/7ce28555

12/20/2024

At Blue Trust, prayer is part of how we stay focused and mission-driven. If you're part of the Blue Trust family, we're praying for you!

12/16/2024

With the kids home for Christmas, it could be the perfect opportunity to drip some financial wisdom on them! Not sure where to begin? Check out these helpful checklists for teaching financial lessons to kids of all ages: https://yip.sh/aee304f0

12/09/2024

Did you know donor-advised funds (DAFs) are a great way to make a big impact with your year-end giving and get the whole family involved by setting generosity goals? Here’s a link to Blue Trust’s DAF, BlueGive, if you want to know more!

BlueGive is a low-cost donor-advised fund (DAF), that allows families the opportunity to use a streamlined, digital experience, to achieve their charitable giving goals in a smart and tax-efficient manner. Users can search and discover over 1.5 million charities, allocate giving goals to family memb...

12/06/2024

In the final episode of our Marriage & Money podcast series, we share wisdom for navigating relationships with adult children, grandkids, and in-laws! https://yip.sh/d35f3175

11/28/2024

Happy Thanksgiving from all of us at Blue Trust!

11/22/2024

Knowing where to draw the line can be hard when loved ones need financial assistance, so I’m sharing our latest newsletter, where we offer some wisdom and guidelines for helping others financially. We also celebrate our 45th anniversary and more! https://yip.sh/9945b438