Caleb Schilling, CFP®, CKA®

Experience

• 

  Blue Trust

  May 2017 - May 2017

  Financial Planning Intern
• 

  Enactus United States

  Sept 2017 - Nov 2020

  MVNU Enactus
• 

  Reyes Beverage Group

  Dec 2018 - Dec 2020

  Seasonal Merchandiser

  Served as a seasonal merchandiser during the winter breaks of 2018, 2019, and 2020.

• 

  Excellence in Giving, LLC

  May 2019 - Jul 2019

  Philanthropy Intern
• 

  Blue Trust

  Jan 2021 - now

  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 a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. 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 Show less Ronald 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 $14.5 billion in assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to 10,000 clients across the wealth spectrum in all 50 states. As of 6/30/23 and subject to change. 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 Show less

  • Sr. Financial Planner

    Dec 2023 - now

  • Financial Planner

    Jan 2021 - Dec 2023