Bryce Herman

Bryce Herman, MBA, CFP®, CKA®

Sr. Financial Planner
Phoenix, AZ

Bryce Herman is a senior financial planner for the Sports and Entertainment division of Blue Trust.

As a CERTIFIED FINANCIAL PLANNER® certificant, Bryce analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. Proficient in Spanish, he works with many Spanish-speaking athletes to help them steward their wealth.

The Sports and Entertainment division of Blue Trust employs a customized service model geared to the unique needs of athletes, entertainers, creators, and coaches across many major sports and entertainment platforms. Services include tax counsel, coordinated bill pay, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Blue Trust serves more than 200 active and retired athletes and coaches across the MLB, NFL, NBA, PGA, NASCAR, and NCAA.*

Bryce graduated summa cum laude from Thomas Jefferson University, earning both a BS in finance and an MBA with a concentration in taxation. A four-year NCAA baseball player, he also founded a student-athlete Bible study during his time at the university. He later co-authored a book on mental processing and personal growth alongside a former professional athlete.

Outside of work, he’s active in his local church and enjoys time with family and friends. His hobbies include fishing, shooting, paddleboarding, playing guitar, and anything involving baseball.

Bryce and his wife, Shannon, have been married since 2023 and currently reside in Laveen, Arizona, with their daughter.

 

*As of 12/31/2023 and subject to change.

Testimonials

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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

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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

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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

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