Brent Dunn

Brent Dunn, CKA®, CFP®

Sr. Private Wealth Advisor
Indianapolis, IN

Brent Dunn is a Sr. Private Wealth Advisor for the Private Wealth division of Blue Trust. He is responsible for providing direction and leadership to the company’s Indianapolis office.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Brent uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brent and his team integrate
financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Brent served as Sr. Consultant with Renaissance, a firm specializing in charitable trusts and foundations. During that time, he helped financial planners, estate planning attorneys, and other professional advisors design and implement over 1,000 charitable trusts and other charitable planning tools, improving their clients’ financial plans and estate plans. In 2015, he co-founded Crosspoint Wealth Advisors.

Brent graduated with a degree in Finance from Indiana University in 1980.

An active member of Kingdom Advisors, Brent has held the CKA designation since 2017 (Certified Kingdom Advisor®). He also leads Kingdom Advisor study groups and coordinates educational events for the professional advisory community.

Brent and his family are active in their local church and other community organizations in Fishers, Indiana.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE