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 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

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 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, 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.

  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

    Sherry Teat

    Financial Advisor

    Charlotte, NC

  • I'm very passionate about the clients and the relationships we have. I'm just so on board with the mission of Ronald Blue & Co.!

    Mary Keenan

    Partner

    Orange County, CA

  • I love our firm’s deep commitment to biblical financial management – helping our clients discover and apply the timeless principles of stewardship, wisdom and generosity found in the Bible.  Truth never changes, and applying it consistently and faithfully can lead to financial freedom and peace of mind.

    Ed McCahill

    Financial Advisor

    Seattle, WA

  • 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

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

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • 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

  • It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

    Barb Senum

    Sr. Financial Advisor

    Phoenix, AZ

  • Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

    Greg Gilbert

    Sr. Financial Advisor

    Atlanta, GA

  • 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