Brent Dunn is a Sr. Private Wealth Advisor for the Private Wealth division of Blue Trust. He is responsible for providing direction and leadership to the company’s Indianapolis office.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Brent uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brent and his team integrate
financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining the company, Brent served as Sr. Consultant with Renaissance, a firm specializing in charitable trusts and foundations. During that time, he helped financial planners, estate planning attorneys, and other professional advisors design and implement over 1,000 charitable trusts and other charitable planning tools, improving their clients’ financial plans and estate plans. In 2015, he co-founded Crosspoint Wealth Advisors.
Brent graduated with a degree in Finance from Indiana University in 1980.
An active member of Kingdom Advisors, Brent has held the CKA designation since 2017 (Certified Kingdom Advisor®). He also leads Kingdom Advisor study groups and coordinates educational events for the professional advisory community.
Brent and his family are active in their local church and other community organizations in Fishers, Indiana.
