Brian Shepler is the president, chief operating officer (COO), and senior partner of Ronald Blue Trust.
As president and COO, 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 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."
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 Ronald 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 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."
President & CEO of a large privately owned companyDagsboro, DE
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.**As of 6/30/23 and subject to change.
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