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Jeff Wernick

Jeff Wernick

Managing Director
Atlanta, GA

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Services Offered

  • Business Consulting

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."

"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.

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