About Us

What’s your “Why?”

Every organization has a What, a How, and a Why. Our What is wealth management services. Our How is through experienced financial advisors building relationships and applying tools such as proprietary financial planning software, investment vehicles, and tax planning strategies. But it’s our Why that sets us apart from other wealth management firms. Why is what motivates us to get out of bed in the morning – it’s our reason, cause, and purpose for what we do.

We are not simply a financial planning, investment management, or estate planning firm. We believe we do all of those things with excellence, but we are essentially a financial peace of mind firm. And we firmly believe that when our clients live with peace of mind about money – without conflict, anxiety, or fear – their lives are richer and more fulfilling. They can envision and act on their Why.

The vision of helping people seek and live their Why was one of the cornerstones on which Ron Blue established the company in 1979. Ron felt challenged and called to help people become better stewards of their money and have a better relationship with money by using not just technical expertise, but biblical wisdom as well. For over 35 years, many of our clients have come to us, and stay with us, because they are attracted to our uncommon approach to wealth management. Read more about how we integrate biblical wisdom into our counsel.



We have our own success story – people with a vision and a mission. Learn more about how our founders shaped us into the firm we are today.

Our executive leadership team includes individuals who have been with the firm since its early days, helping shape Ronald Blue & Co. into the one of the largest fee-only independent wealth management firms in the country.



Russ Crosson

President and CEO, Principal
​​​​​​​​​​​​​

Erik W. Daniels

Executive Vice President, Principal
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Russ Crosson is President and CEO of Ronald Blue & Co. He was hired by Ron Blue in 1980 as the second employee of the newly founded firm. He has worked extensively in all areas of financial planning - specializing in comprehensive financial planning, estate planning, and transgenerational family planning. Prior to his current position, Russ served as Executive Director of The National Christian Foundation (NCF). Russ graduated from Kansas State University with a BS in Mathematics and a Masters degree in Education. Russ is the author of four books, Your Life…Well Spent, The Truth About Money Lies, 8 Important Money Decisions for Every Couple, and What Makes a Leader Great.

Brian Shepler is the Chief Financial Officer and Executive Vice President of Client Services for Ronald Blue & Co., LLC. Leveraging his background in the investment banking and private equity fields, Brian also serves Ronald Blue & Co. clients who own family businesses, providing counsel regarding business succession, mergers and acquisitions, strategic growth planning, and corporate capital planning. Brian began his career with Goldman, Sachs & Co. in New York and came to Ronald Blue & Co. in 2000 from SunTrust Banks, Inc. He received a BA in Mathematics from DePauw University and earned an MBA in Finance from the University of Chicago.

Erik Daniels is Executive Vice President of the Ronald Blue & Co. Family Office. Erik has been with the firm since 1980 and has held leadership positions since 1986 including Managing Director of the Atlanta office and Regional Director. Prior to joining the firm, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis. He received a BS from Indiana University and a Masters in Taxation from Georgia State University. As a member of the National Association for Personal Financial Advisors (NAPFA) and a past member of the AICPA, Erik has been quoted in various news and business journals and has hosted radio programs focused on helping people manage their money.

Vince Birley is the Chief Strategy Officer and Executive Vice President of Advisor Services for Ronald Blue & Co, LLC. He serves on the firm’s Management Committee and chairs the Investment Policy Committee, which shapes the investment policy for the firm. Prior to joining the firm in 2000, Vince was a Founder and Principal with Atlantic Capital Management, LLC, where he served as Managing Partner. Vince holds a BA in Business from Central College and is a CERTIFIED FINANCIAL PLANNER™ certificant. He also recently earned the Accredited Investment Fiduciary® professional designation.

Deborah Kimery is Executive Vice President of Operations and a principal of Ronald Blue & Co. She leads the Advisor Services teams that are responsible for the service and support for Ronald Blue & Co. financial advisors and their staff. Before joining Ronald Blue & Co., Deborah was a Vice President with ING North America Investment Centre, Inc. Deborah earned her BS in Accounting and Finance as well as an MBA in Management from Miami University. She is also a Chartered Financial Analyst.

Don Christensen is Executive Vice President and head of the Ronald Blue & Co. Professional Athlete Division. Don began working with Ronald Blue & Co. in 1992, when he merged part of his public accounting and financial planning practice into the company. Through Don’s 35 years of personally working with professional athletes and their families, he has learned how to help them navigate the financial, marital and personal pitfalls that professional athletes face today. Don earned his BS in Accounting from Arizona State University and received his master’s degree in Christian Leadership from Western Seminary. In addition, Don is proud to be a former Marine and decorated Vietnam veteran.

Patty Warren

Vice President of Human Resources, Principal
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Heather Thornburgh

Chief Compliance Officer
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As Vice President of Human Resources and Professional Development for Ronald Blue & Co., Patty provides organizational leadership in all people- related areas including recruitment and retention strategies, compensation and benefit administration, succession planning, internal communication, and professional development. Prior to joining the firm in 1997, Patty worked for Psycare America d/b/a Rapha and Charter Medical Corporation as the Human Resource Director.

Heather Thornburgh is Chief Compliance Officer of Ronald Blue & Co, overseeing the firm’s regulatory compliance program. Prior to joining the firm, Heather served with Regions Financial in Birmingham, AL as Corporate Bank Secrecy Act/Anti-Money Laundering Officer. Before this role, she served as Compliance Director for SouthTrust Bank overseeing its consumer compliance program. Heather graduated Summa Cum Laude from The University of Alabama with a Bachelor of Science from the College of Commerce and Business Administration. She is a 1994 graduate of the American Bankers Association’s National Compliance School and earned the designation of Certified Regulatory Compliance Manager in April 2000.

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Steve Albright

Private Wealth Advisor
Atlanta, GA

loc:GA

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Susan Alexander

Service Advisor
Atlanta, GA

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Ryan Anderson

Sr. Financial Planner
Houston, TX

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George Andrews

Managing Director
Orange County, CA

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Jordan Andrews, III

Financial Planner
Orange County, CA

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Nancy Anglyn

Financial Advisor
Atlanta, GA

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Keith Atneosen

Sr. Financial Planner
Seattle, WA

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Bob Baker

Sr. Private Wealth Advisor
Orlando, FL

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Sarah Baker

Private Wealth Advisor
Charlotte, NC

loc:NC

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Gary Bell, II

Sr. Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

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Vince Birley

Exec. V.P., Advisor Services
Atlanta, GA

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Ryan Blackburn

Private Wealth Advisor
Holland, MI

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PW:True


Mike Bleck

Sr. Estate Plng Spec
Atlanta, GA

loc:HO

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Lantz Bowman

Private Wealth Advisor
Houston, TX

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Anthony Brown

Sr. Private Wealth Advisor
Montgomery, AL

loc:AL

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Scott Calhoun

Sr. Family Strategist
Atlanta, GA

loc:GA

tax:False

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David Campaigne

Sr. Private Wealth Advisor
Baltimore, MD

loc:MD

tax:False

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PW:True


Brian Cannon

Private Wealth Advisor
Holland, MI

loc:MI

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PW:True


Morgan Chalk

Service Advisor
Atlanta, GA

loc:GA

tax:False

ES:False

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PW:True


Bryan Chapman

Private Wealth Advisor
Indianapolis, IN

loc:IN

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Jeff Chinery

Managing Director
Atlanta, GA

loc:GA

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Don Christensen

Executive Vice President
Phoenix, AZ

loc:AZ

tax:False

ES:False

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Andrew Clement

Financial Planner
Nashville, TN

loc:TN

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Ken Cottingham

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

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Alan Cox

Dir. Estate Planning
Atlanta, GA

loc:HO

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Michael Cranford

Private Wealth Advisor
Charlotte, NC

loc:NC

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Jill Crawford

Service Advisor
Atlanta, GA

loc:GA

tax:False

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Reed Crosson

National Coordinator
Atlanta, GA

loc:HO

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Erik Daniels

Executive Vice President
Atlanta, GA

loc:HO

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Saxon Dasher

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

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Bruce Denning

Estate + Trust Plng Mgr
Atlanta, GA

loc:HO

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Ken Desmarchais

Private Wealth Advisor
Phoenix, AZ

loc:AZ

tax:False

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PW:True


Beverly DeStefano

Sr. Private Wealth Advisor - Ops. Mgr.
Phoenix, AZ

loc:AZ

tax:False

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PW:True


John Dodd

Sr. Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

ES:False

PA:True

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PW:True


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Sam Erdman

Private Wealth Advisor
Baltimore, MD

loc:MD

tax:False

ES:False

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PW:True


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John Faber

Sr. Private Wealth Advisor
Holland, MI

loc:MI

tax:False

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Melanie Fitzgerald

Financial Advisor
Atlanta, GA

loc:GA

tax:False

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Phil Fox

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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PW:True


Bob Fox

Sr. Financial Planner
Indianapolis, IN

loc:IN

tax:False

ES:False

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PW:True


Zack Fulmer

Sr. Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

ES:False

PA:True

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Jason Gehl

Sr. Private Wealth Advisor
Phoenix, AZ

loc:AZ

tax:False

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PW:True


Charlie Germany

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

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PW:True


Jamey Gibson

Financial Advisor
Atlanta, GA

loc:GA

tax:False

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Greg Gilbert

Managing Director
Atlanta, GA

loc:GA

tax:False

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Scott Goldsmith

Sr. Financial Advisor
Indianapolis, IN

loc:IN

tax:False

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Michael Graber

Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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Drew Greep

Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

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Aaron Groen

Financial Planner
Baltimore, MD

loc:MD

tax:False

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Dan Grover

Sr. Private Wealth Advisor
Charlotte, NC

loc:NC

tax:False

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Roger Gum, III

Sr. Private Wealth Advisor
Charlotte, NC

loc:NC

tax:False

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PW:True


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Mike Haddad

Sr. Private Wealth Advisor
Orange County, CA

loc:CA

tax:False

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Corey Harper

Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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Joe Helms

Managing Director
Seattle, WA

loc:WA

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Layne Hoekema

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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Lisa Hopcroft

Financial Advisor
Atlanta, GA

loc:GA

tax:False

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Jennie Hoppenjan

Financial Planner
Montgomery, AL

loc:AL

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Jeff Huitsing

Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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Derek Irish

Sr. Private Wealth Advisor
Houston, TX

loc:TX

tax:False

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PW:True


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Carol Jackovich

Financial Advisor
Atlanta, GA

loc:GA

tax:False

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Shawn Jacques

Financial Planner
Chicago, IL

loc:IL

tax:False

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Ben Jones

Financial Planner
Baltimore, MD

loc:MD

tax:False

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George Kawasaki

Managing Director
Chicago, IL

loc:IL

tax:False

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Scott Kiesel

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

ES:False

PA:True

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Kevin Klok

Managing Director
Holland, MI

loc:MI

tax:False

ES:False

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PW:True


Aaron Klopfenstein

Managing Director
Indianapolis, IN

loc:IN

tax:False

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PW:True


Curt Knorr

Sr. Partner Investment Management
Atlanta, GA

loc:HO

tax:False

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Roby Kotcamp

Sr. Private Wealth Advisor
Phoenix, AZ

loc:AZ

tax:False

ES:False

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PW:True


Paul Kraus

Sr. Partner/Sr. Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

ES:False

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PW:True


Keith Kreb

Private Wealth Advisor
Chicago, IL

loc:IL

tax:False

ES:False

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PW:True


L

Connor Lowery

Financial Planner
Nashville, TN

loc:TN

tax:False

ES:False

PA:True

FO:

PW:True


Andy Lubben

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

ES:False

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PW:True


M

Kerry Mallory

Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

ES:False

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PW:True


Sean Mansell

Manager, Branch Operations
Indianapolis, IN

loc:IN

tax:False

ES:False

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PW:True


Scott Martin

Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

ES:False

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PW:True


Ed McCahill

Private Wealth Advisor
Seattle, WA

loc:WA

tax:False

ES:False

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PW:True


Brian McClard

Director, Investment Strategy Group
Atlanta, GA

loc:HO

tax:False

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Thomas Milajecki

Sr. Financial Planner
Orlando, FL

loc:FL

tax:False

ES:False

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PW:True


John Miley

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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PW:True


Susie Miller

Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

ES:False

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Byron Nelson

Sr. Private Wealth Advisor
Orange County, CA

loc:CA

tax:False

ES:False

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PW:True


Mark Novotny

Sr. Partner/Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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P

Clint Park

Business Consulting Services Specialist
Atlanta, GA

loc:HO

tax:False

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Neil Paur

Sr. Private Wealth Advisor
Orange County, CA

loc:CA

tax:False

ES:False

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PW:True


Skip Perkins

Sr. Family Strategist
Atlanta, GA

loc:GA

tax:False

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John Perry

Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

ES:False

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PW:True


Marshall Potter

Sr. Financial Advisor
Atlanta, GA

loc:GA

tax:False

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Hunter Pugh

Managing Director
Charlotte, NC

loc:NC

tax:False

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Kate Redden

Financial Advisor
Atlanta, GA

loc:GA

tax:False

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S

Brad Schall

Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

ES:False

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PW:True


Randy Schroeder

Managing Director
Houston, TX

loc:TX

tax:False

ES:False

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PW:True


Chris Scotchler

Sr. Private Wealth Advisor
Seattle, WA

loc:WA

tax:False

ES:False

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PW:True


Mike Searcy

Managing Director
Phoenix, AZ

loc:AZ

tax:False

ES:False

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PW:True


Barb Senum

Sr. Financial Advisor & Operations Manager
Phoenix, AZ

loc:AZ

tax:False

ES:False

PA:True

FO:

PW:True


Jerry Seykora

Sr. Financial Planner
Houston, TX

loc:TX

tax:False

ES:False

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PW:True


Brian Shepler

Chief Financial Officer, EVP Client Services
Atlanta, GA

loc:HO

tax:False

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David Souders

Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

ES:False

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PW:True


Bob Stoddard

Managing Director
Montgomery, AL

loc:AL

tax:False

ES:False

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PW:True


T

Sherry Teat

Private Wealth Advisor
Charlotte, NC

loc:NC

tax:False

ES:False

PA:

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PW:True


Charles Terry

Private Wealth Advisor
Charlotte, NC

loc:NC

tax:False

ES:False

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Greg Tutino

Managing Director
Baltimore, MD

loc:MD

tax:False

ES:False

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PW:True


V

Don Vanden Brink

Private Wealth Advisor
Holland, MI

loc:MI

tax:False

ES:False

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PW:True


Eric VandenBerg

Financial Planner
Holland, MI

loc:MI

tax:False

ES:False

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PW:True


Howard Varnedoe

Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

ES:False

PA:

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PW:True


W

Alan Wallace

Sr. Private Wealth Advisor
Montgomery, AL

loc:AL

tax:False

ES:False

PA:

FO:

PW:True


David Ward

Sr. Family Strategist
Atlanta, GA

loc:GA

tax:False

ES:False

PA:

FO:True

PW:


Rob Wells

Financial Planner
Holland, MI

loc:MI

tax:False

ES:False

PA:

FO:

PW:True


Jeff Wernick

Business Consulting Services Specialist
Atlanta, GA

loc:HO

tax:False

ES:False

PA:

FO:

PW:True


Craig Westrick

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

ES:False

PA:

FO:

PW:True


Brett Whitley

Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

ES:False

PA:True

FO:

PW:True


Anne Wilbanks

Financial Planning Assoc.
Montgomery, AL

loc:AL

tax:False

ES:False

PA:

FO:

PW:True


Kirk Wilkerson

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

tax:False

ES:False

PA:

FO:

PW:True


Bruce Williams

Managing Director
Nashville, TN

loc:TN

tax:False

ES:False

PA:

FO:

PW:True


Jim Wise

Managing Director
Orlando, FL

loc:FL

tax:False

ES:False

PA:

FO:

PW:True


Dan Wolthuis

Sr. Financial Advisor
Atlanta, GA

loc:GA

tax:False

ES:True

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Y

John Yukawa

Sr. Private Wealth Advisor
Chicago, IL

loc:IL

tax:False

ES:False

PA:

FO:

PW:True


Z

Janine Zeltwanger

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

ES:False

PA:

FO:

PW:True


Your life well spent.

What constitutes a life well spent? Is it riches or enrichment? Is it your prosperity or the legacy of your posterity? Who measures your life well spent – you, or others in your life? Is there a point where faith and finances intersect in a life well spent?

These questions inform the essence of who we are and what we do. As one of the largest, fee-only independent wealth management firms in the United States, Ronald Blue & Co. provides comprehensive financial strategies based on biblical wisdom, with one goal: empower our clients to live enriched lives.

We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting services. Believing that biblical wisdom is the best guide for making wise financial decisions, we strive to help you achieve both the financial goals and the financial peace of mind to live your life well spent.

Our advisors in 13 offices around the country provide a full complement of services – financial planning, investment management, estate and trust planning, tax planning and business services, and philanthropic counsel. From our beginning more than three decades ago, we have built relationships of trust with our clients, speaking to some of the most financially intimate areas of their lives.

Founded in 1979, we offer fee-only financial advisory services and today manage more than $8 billion of client assets and serve over 6,000 clients. Our ultimate goal is helping our clients realize their life well spent.

*data as of 6/31/15

Perspective

We help with more than just financial decisions. We help with life decisions – for your life well spent.

Our advisors tell you how.

Watch Video



Atlanta Office

Phone: 770.644.0500
Fax: 770.644.0505

Baltimore Office

Phone: 410.891.290
Fax: 410.891.2910

Charlotte Office

Phone: 704.759.9060
Fax: 704.759.9060

Chicago Office

Phone: 847.945.2214
Fax: 847.945.3214

Holland Office

Phone: 616.392.3108
Fax: 616.392.2629

Houston Office

Phone: 713.465.2900
Fax: 713.465.2905

Indianapolis Office

Phone: 317.582.0700
Fax: 317.582.0701

Montgomery Office

Phone: 334.270.5960
Fax: 334.270.5943

Nashville Office

Phone: 615.373.2800
Fax: 615.373.2846

Orange County Office

Phone: 714.543.0500
Fax: 714.543.1722

Orlando Office

Phone: 407.618.8600
Fax: 407.581.3341

Phoenix Office

Phone: 480.820.2660
Fax: 480.775.8625

Seattle Office

Phone: 425.485.0380
Fax: 425.485.0698


Everyday Steward

800.987.2987

Private Wealth

800.841.0362

Family Office

770.280.6164

Professional Athlete

770.280.6190


With four distinct divisions and 13 offices around the country, we serve clients across the wealth spectrum in almost all 50 states. Every client story is unique. We would love to begin a conversation about your circumstances and discuss the best way we can serve you.


Corporate Office
300 Colonial Center Pkwy, Suite 300
Atlanta, GA 30076
770.280.6000 | info@ronblue.com



Corporate Address:
300 Colonial Center Pkwy
Suite 300
Atlanta, GA 30076

 

Email:  
info@ronblue.com

Phone:
770.280.6000
800.841.0362
800.987.2987 (Everyday Steward)

 

Fax:
770.280.6001
770.456.5095 (Everyday Steward)




 

MARCH 1, 2015
Ronald Blue & Co. Expands Business Consulting Services Team 
Ronald Blue & Co., LLC is pleased to announce that Clint Park has been hired as a Business Consulting Services Specialist, to meet the growing demand for its Business Consulting Services offering.

JANUARY 5, 2015 
Ronald Blue & Co. ranked #4 in Financial Planning 2015 Top 100 RIAs
Ronald Blue & Co. was recently ranked #4 for 2015 among the nation’s “Top 100 RIAs” by Financial Planning, a weekly industry publication.

JANUARY 5, 2015 
Ronald Blue & Co. Offers New Book on Leadership
Russ Crosson, President/CEO of Ronald Blue & Co., authored a book on leadership, titled What Makes a Leader Great, with a powerful message for aspiring leaders.  “Great leadership isn’t about the leader at all— it’s about the mission of the organization, church, business, or even family where the leader serves, and it’s about who will replace the leader when he or she is gone,” says Russ.

NOVEMBER 3, 2014
Russ Crosson to Speak at America's Best Hope
Russ Crosson, Ronald Blue & Co. President and CEO, is a featured speaker at this year’s America’s Best Hope Conference on Friday, November 14, sponsored by Truth@Work. The event will take place live at its host location, Northview Church, in Carmel, IN, and it will also be simulcast in more than 10 cities across America.

JULY 2, 2014
Don Christensen is Promoted to Lead Newly Formed Professional Athletes Division.
Ronald Blue & Co., LLC is pleased to announce that Don Christensen, CPA has been promoted to Executive Vice President to lead its newly formed Professional Athletes division.

JUNE 29, 2014
Ronald Blue & Co. Releases Report Based on a Study of What Widows Need
More than one million women each year become widows in the U.S., and they have financial planning needs that are distinct from any other demographic group, according to a study sponsored by Ronald Blue & Co. and facilitated by Women Doing Well™.

JANUARY 20, 2014
Ronald Blue & Co. Has Hired Two New Senior Family Office Advisors
Ronald Blue & Co., LLC is pleased to announce that Scott Calhoun and Skip Perkins have been hired as Senior Family Office Advisors for its Family Office division. In their roles, Scott and Skip specialize in helping families manage the complex financial and family dynamics associated with preserving, growing, and transferring wealth to the next generation.

JANUARY 20, 2014
Deborah Kimery Named Executive Vice President, Operations
Deborah Kimery has been promoted to the position of Executive Vice President of Operations. Deborah joined the firm in 1996 and is part of the Senior Leadership Team and also serves on the Management Committee.

JANUARY 6, 2014
Ronald Blue & Co. Consolidates Tax and Business Services Into a New CPA Firm
Due to continued growth and expansion of its Tax and Business Services division, Ronald Blue & Co. has consolidated the division into a full service CPA firm, newly named: Ronald Blue & Co. CPAs and Consultants, LLP.

JULY 29, 2013
Ronald Blue & Co. was Recently Listed as #1
Ronald Blue & Co. was recently listed by Investment News as the largest RIA firm in its 2013 survey: “Top Fee-Only Registered Investment Advisors in Financial Planning.”

JANUARY 1, 2013
Aaron Klopfenstein Named Managing Director
Aaron Klopfenstein has been promoted to the position of Managing Director of Ronald Blue & Co.'s Indianapolis branch office. Aaron has served with the firm for 14 years, most recently as a Principal and Senior Financial Advisor.

 

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