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.

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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.

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Investment Management

Blue Trust

Russ Crosson

Brian Mcclard

Larry Smith

Sandy Morgan

Yinka Akinsola

Greg Gilbert

Kerry A. Mallory

Mike Haddad

Aaron Klopfenstein

Dana Kloes

Brian Shepler

Kevin Klok

The Financial Planning and Investment Advisory team at Blue Trust is dedicated to guiding clients through their financial journeys by providing tailored investment management, comprehensive financial and estate planning, and specialized services for unique client needs, including professional athletes and families. They leverage both biblical principles and technical expertise to create personalized strategies that ensure clarity, confidence, and a lasting legacy for clients across the wealth spectrum.

Financial Planning and Investment Advisory

Operations and Technology

Leadership Team

Financial Planning and Investment Advisory

About

Team members

Other teams at Blue Trust

Operations and Technology

Leadership Team