Blue Trust
Caleb Schilling, CFP®, CKA® is a Senior Financial Planner at Blue Trust, where employment commenced in January 2021 and included roles as Financial Planner and Financial Planning Associate. Prior to this, Caleb gained experience as a Philanthropy Intern at Excellence in Giving, LLC in May 2019 and as a Financial Planning Intern at Ronald Blue Trust in May 2017. Caleb holds a Bachelor's degree in Finance and Financial Management Services from Mount Vernon Nazarene University, earned between 2017 and 2020.
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Blue Trust
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Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- 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. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/