Brian Shepler is the President and Executive Vice President of Client Services. As President, Brian oversees the day-to-day management and strategic development of the company. As EVP of Client Services, he supports the entire field organization and its divisions by reinforcing best practices related to corporate culture, growth strategies, advisor compensation/incentives, and compliance. In addition, Brian leads the talent acquisition and development function for the company. Leveraging his background in the investment banking and private equity fields, Brian primarily serves Ronald Blue Trust clients who own family businesses, providing advice regarding business succession, strategic growth planning, and corporate capital planning. Brian began his career with Goldman, Sachs & Co. in New York and came to Ronald Blue & Co. (the predecessor company 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.
Larry Smith is the Director of Information Technology. Larry provides vision and leadership for designing, developing, and implementing information technology initiatives across the company. He is responsible for influencing and directing the company’s information security, network infrastructure, and applications evolution to ensure key business strategies and processes are driven by systems that enable change, growth, and flexibility. Larry joined Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1994 and has held various positions within the company including Sr. Manager of Software Development, IT Project Manager, and Manager of Web Services. Larry is a Certified Information Systems Security Professional (CISSP).
Lisa Weiden is the Director of Financial Operations. Lisa provides leadership to the company’s finance department which is responsible for managing the accounting operations of the company, including planning and reporting, and for coordinating and administering the operational and finance functions between business units. Prior to joining the company, Lisa served as an Audit Manager for a public accounting firm in the Atlanta area. Lisa earned her BA in Accounting from the University of St. Thomas in St. Paul, Minnesota and graduated with her MBA in Finance & Accounting from the University of Minnesota’s Carlson School of Management. Lisa is a Certified Public Accountant, Certified Internal Auditor, and a Chartered Global Management Accountant.
Mike Woldt is the Manager of Business Development and Financial Management Services. Mike leads the business development activities for Institutional, Private Client, Estate Planning, Personal Trust, Estate Settlement, and Financial Management Services, the team that supports SIMPLIFY, the company’s unique personal financial management service. In addition to leading business development activities, Mike oversees the Financial Management team responsible for providing client service to Private Client, Institutional, and SIMPLIFY clients. He has more than 30 years of experience in the financial services and investment management industries. Mike is a graduate of St. Norbert College and AIMSE/Wharton Investment Institute.