Leadership

Russell D. Crosson

President and CEO, Principal

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 three books, Your Life…Well Spent, The Truth About Money Lies, and 8 Important Money Decisions for Every Couple.

Brian Shepler

Chief Financial Officer, EVP Client Services, Principal

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 a MBA in Finance from the University of Chicago.

Erik W. Daniels

Executive Vice President, Principal

Erik Daniels is the Managing Director for Ronald Blue & Co. Private Client Group. He has earned a reputation as a popular financial speaker, bringing an informative and entertaining perspective on money management to national as well as local venues. Prior to joining the firm in 1980, 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. Erik is a member of the American Institute of Certified Public Accountants.

Vince Birley, CFP®, AIF®

Chief Strategy Officer, Principal

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, CFA

Executive Vice President of Operations, Principal

Deborah Kimery is the 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.

Patty Warren

Vice President of Human Resources, Principal

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.

  • It does not matter how much or how little you have, everyone deserves to receive good advice

    Jamey Gibson

    Personal Financial Advisor

    Atlanta, GA

  • The number one priority in our firm is to take care of our clients and adopt the mindset that we are sitting on the same side of the table as them.

    Aaron Klopfenstein

    Managing Director

    Indianapolis, IN

  • I love being a financial servant, helping others plan, manage, and give away the money they steward.

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • Our bench of different subject matter experts frees me to be an “expert” on my client, which is exactly where I want my focus to be.

    John Dodd

    Sr. Financial Advisor

    Nashville, TN

  • The quality of a person’s life is largely the consequence of his own choices. Many people do not experience the life that they could because they are ill-equipped to make wise decisions.

    Alan Wallace

    Sr. Financial Advisor

    Montgomery, AL

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • Everyone needs a financial advisor. We are living in a world where more and more information is available and what's missing is the filter to process that information.

    Joe Helms

    Managing Director

    Seattle, WA

  • The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.

    Scott Kiesel

    Sr. Financial Advisor

    Indianapolis, IN

  • I firmly believe in what we do and I love serving clients. I love when those two things can come together.

    Janine Zeltwanger

    Sr. Financial Advisor

    Indianapolis, IN

  • I believe the clients of Ronald Blue & Co. are exceptional, and we consider the task of serving this group of individuals, families, and organizations a blessing, a privilege, a unique opportunity, and an awesome responsibility.

    Zack Fulmer

    Sr. Financial Advisor

    Orlando, FL