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Aaron Klopfenstein is the managing director for the Central U.S. region, and is a senior private wealth advisor and senior partner of Blue Trust.
As managing director, Aaron is responsible for the client service, growth, and expansion of the company’s offices in Indianapolis, Indiana and across the Central U.S. region. This includes providing leadership and oversight of offices in Chicago, Illinois; Holland, Michigan; Nashville, Tennessee.
Aaron also serves on the company’s board of directors.
In addition to his leadership roles, he serves a limited number of clients, helping them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With more than 25 years of experience at Blue Trust, Aaron has worked extensively in all areas of personal financial planning, including investment management, estate planning, charitable giving, and leading family meetings to help clients communicate on wealth and stewardship in healthy ways.
Aaron is a licensed CERTIFIED FINANCIAL PLANNERTM professional. He graduated from the University of Illinois with a BS in finance and earned his MBA degree with highest distinction from Indiana University’s Kelley School of Business where he received the Gene B. Glick MBA award.
Aaron is an active member of Kingdom Advisors and serves on the board of directors of Reasonable Faith. He and his wife, Kara, have three sons.