Craig Westrick

Sr. Private Wealth Advisor

Role
Sr Partner and Sr Private Wealth Advisor at Blue Trust
Location
Indianapolis, IN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Sr Partner and Sr Private Wealth Advisor

    Blue Trust

    Feb 1997 — Present

    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• Bill paying• Business consulting services• Family Office• Professional Athlete services• Institutional services• Retirement plan consulting

Education

  • DePauw University

    BA in Economics

    1987 — 1991

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Craig Westrick — Sr Partner and Sr Private Wealth Advisor at Blue Trust in Indianapolis, IN, US | Unifers