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Brian Shepler

Brian Shepler

President, EVP Client Services
Atlanta, GA

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Brian Shepler is the President of Ronald Blue Trust and Executive Vice President of Client Services.

As President, Brian oversees the day-to-day management and strategic development of the company, serving on the Executive Leadership Team and on the Board of Directors. As EVP of Client Services, 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 Ronald Blue Trust clients who own family businesses, providing advice regarding business succession, strategic growth, and corporate capital planning.

Brian began his career with Goldman, Sachs & Co. in New York and came to Ronald 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 Ronald Blue Trust to determine how soon I could retire. Our Ronald 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."

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

"Working with our Ronald 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."

The client's experience may not be representative of the experience of other clients and is not indicative of future performance or success.

Resources

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  • An Uncommon Vision

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