Keith Kreb

Keith Kreb, MBA, CWS®

Sr. Private Wealth Advisor, Sr. Partner
Chicago, IL
keith.kreb@bluetrust.com
(847) 945-2214
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Keith Kreb is a senior private wealth advisor for the Private Wealth division and senior partner of Blue Trust and serves his clients out of the office in Chicago, Illinois.

As an experienced wealth advisor to individuals, families, and businesses, Keith 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. Keith and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust in 2008, Keith helped executives define and achieve their goals through a distinguished 22-year career in financial planning & analysis at Kraft Foods. Keith is intentional about pursuing deep and authentic relationships and studying God’s word to grow in knowledge and application of biblical wisdom. He demonstrates a strong sense of personal purpose to “help stewards thrive.”

Keith earned an MBA in finance with high distinction from The University of Michigan in 1986 and a BBA in finance with distinction from Iowa State University.

Keith has served in many church leadership positions and currently co-leads a Monday night co-ed Bible study class with his wife Tracy, serves on the sermon preparation team of his local church, and speaks about finances at local and regional men’s ministry events.

Keith and his wife Tracy are both originally from Iowa and were married in 1986. They live in Lake Forest, Illinois and have two adult daughters. In his spare time, Keith enjoys spending quality time with family and friends, backpacking, golf, cycling, and running.

Testimonials

 
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Without my advisor's help, the decisions I had to make as I lived on my own for the first time would have felt overwhelming. His involvement gave me peace of mind.

Ingrid G.Glenview, IL

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What really has impressed us is the way our advisor takes the time to understand where we are individually and collectively as a family on a life journey that just happens to involve finances. In our experience, his emphasis on holistic stewardship sets him apart from all others in the industry. The peace of mind he has provided, as someone who has cared alongside us on this journey, cannot be overstated.

Mark & JoannNorthbrook, IL

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We had specific needs in regard to a family trust, which required management and skill. Blue Trust successfully quarterbacked all of the parties (tax accountants, trust manager, etc.) so that our efforts were greatly reduced. We only wish that we had started our relationship with Keith and the team at Blue Trust earlier, as it has been a very fruitful experience.

David & Margaret S.Libertyville, IL

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It has not only been a pleasure working with Keith and the Blue Trust team, it has been a life-changing experience. They helped us create a clear picture of where we were financially and where we may be in the future. This has allowed us to explore some of our desires and the ability to achieve them. There is great peace of mind knowing where you are and where you are going. The clarity has now allowed us to explore God's desires for us for the rest of our life.

Pat & AmyLibertyville, IL

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Seven years later, our advisor and his team have become dear, trustworthy friends. We have made a good return on our investments, but the return has been so much more than financial for us! Our hearts have grown in an understanding of investing not only in the stock market but also investing in the kingdom of God and being generous with what we have.

Jeff & JennyLincolnshire, IL

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We have worked with our advisor for over ten years. We have certainly seen some dynamic events in our world and the economy over the past ten years, yet he and Blue Trust have helped us stay on our financial plan and grow our net worth while remaining true to biblical financial principles. Our advisor and his team have lovingly held us accountable, adjusted portfolio strategies when required, and taken a personal interest in us and our family. We recommend that any Christian investor consider the team at Blue Trust.

Andrew & CarolynLake Forest, IL

Resources from Keith

  • Finding Fulfillment in Retirement

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Trust and investment management accounts and services offered by 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. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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