Brian Shepler is the Chief Executive Officer (CEO), president, and senior partner of Blue Trust.

As president and CEO, Brian oversees the day-to-day functions and strategic development of the company, facilitating the executive leadership team and serving on the board of directors. He supports the entire field organization and its divisions by reinforcing best practices leading to field office/division health, including culture, team member development, client service, and growth. Leveraging his background in the investment banking and private equity fields, Brian also serves Blue Trust clients who own family businesses, providing advice regarding business succession, strategic growth, and corporate capital planning.

Before becoming CEO, Brian was the firm’s COO. He began his career with Goldman, Sachs & Co. in New York and came to Blue Trust in 2000 from SunTrust Banks, Inc., where he served in various roles in the investment banking and equity research divisions. He received a BA in mathematics from DePauw University and earned an MBA in finance from the University of Chicago. Brian currently serves on the board of managers of the Ron Blue Institute for Financial Planning and as a member of the board of directors of Groundwire.

Brian and his wife, Cindy, have three children, and live in Roswell, Georgia.

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

Resources from Brian

  • Forward…Together

  • The New is Here!

  • A Fresh Start

  • An Uncommon Vision

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