Jeff Wernick is the managing director for the Business Consulting division of Ronald Blue Trust.
As managing director, Jeff oversees the growth and expansion of the division. In addition to his leadership role, Jeff actively advises business owners with corporate strategy, capital formation, mergers and acquisitions, and succession planning. He finds great enjoyment assisting business owners with determining the purpose of their organization, enhancing its value, and preserving the legacy they have created.
Jeff joined Ronald Blue Trust in 2012, contributing over 15 years of experience in the investment and merchant banking fields. He previously served as a founder and managing director of Trion Capital Partners, a boutique corporate finance advisory firm serving growth oriented businesses in need of merger and acquisition or capital structuring advice.
Jeff began his career with Equitable Securities Corporation (later sold to SunTrust) in the investment banking group, specializing primarily in equity and merger and acquisition related transactions. In 2000, he joined Rodgers Capital Group, a prominent southeast family office, and supported RCG’s merchant banking and principal investment activities.
Jeff earned his BBA in finance from the University of Georgia. His community engagement includes co-founding Nashville RBI (Reviving Baseball in Inner Cities), a non-profit organization that uses baseball and softball to inspire inner-city youth to recognize their potential and realize their dreams.
Jeff and his wife, Katrina, have three children and live in Brentwood, Tennessee.
"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
https://www.ronblue.com/wp-content/uploads/2021/09/AdobeStock_246870301-scaled.jpeg17072560Shea Kastehttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngShea Kaste2021-09-24 14:00:152021-09-24 17:14:36A Word of Caution on Stablecoins
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Ronald Blue Trust obtains historical and other information from a wide variety of publicly available sources. The information and material provided is for informational purposes only and is intended to be educational in nature. We have taken reasonable care and precaution to ensure that the information is fair and accurate, or has been compiled from sources believed to be reliable. Nevertheless, we do not make any representations or warranty, express or implied, as to the accuracy, completeness, or fitness for any purpose or use of the information. The information may not in all cases be current and it is subject to continuous change. Accordingly, you should not rely on any of the information as authoritative or a substitute for the exercise of your own skill and judgment in making any investment or other decision. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investments, accounting, tax, and legal matters or other matters before taking any action. We shall not be liable for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained here. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimates, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Investing involves risk and the value of your investment will fluctuate over time and you may gain or lose money. Past performance of any security, sector or investment style is not necessarily indicative of future results.
Ronald Blue Trust is a trademark used by Thrivent Trust Company, a federal savings association, and Thrivent Trust Company of Tennessee, Inc., a Tennessee public trust company, separate affiliated entities. Trust and investment management accounts and services offered by Ronald Blue Trust 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. The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.