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.
NOVEMBER 28, 2012
Ronald Blue & Co. has hired a new Director of Communications and Branding
Ronald Blue & Co., LLC is pleased to announce that Sandy Morgan has joined the firm as the Director of Communications and Branding. Sandy joins Atlanta-based Ronald Blue & Co. with more than 20 years of experience in financial services communications, branding, and marketing.
SEPTEMBER 21, 2012
The Atlanta Business Chronicle featured Ronald Blue & Co.
In the September 21, 2012 edition of the Atlanta Business Chronicle, Ronald Blue & Co. is featured in the Financial Quarterly: Top Wealth Management Firms section.
AUGUST 17, 2012
Ronald Blue & Co. breaks ground on a new building in Holland, Michigan
Ronald Blue & Co., LLC has 15 branches across the country. The Holland, Michigan branch recently broke ground on a new two-story, 5,660-square-foot office building in the downtown area.
JUNE 4, 2012
Vince Birley Featured in Financial Advisor Magazine Article
Ronald Blue & Co.'s Chief Strategy Office and Executive Vice President, Vince Birley, was featured in "Planning By the (Good) Book" in the June 2012 issue of Financial Advisor Magazine. In this article Vince shares how RB&Co. advisors offer something unique.
MAY 10, 2012
Ronald Blue & Co. has hired a new Business Consulting Services Specialist
Ronald Blue & Co., LLC is pleased to announce that Jeff Wernick has joined the firm as a Business Consulting Services Specialist. Jeff is an important addition to RB&Co. as it continues to enhance its services to business owners, which include strategic planning, succession planning and mergers and acquisitions advisory services.
MARCH 28, 2012
Ronald Blue & Co. CFO and Executive Vice President, Brian Shepler, to speak at the Hope International Entrepreneur Conference
On Thursday, March 29 and Friday, March 30, Ronald Blue & Co. CFO and Executive Vice President will speak at the Hope International Entrepreneur Conference in Lancaster, Pennsylvania.
Ronald Blue & Co. in Financial Planning Magazine.
Financial Planning Magazine ranked Ronald Blue & Co. sixth (6th) on their list of Top 50 RIAs. Financial Planning Magazine ranked the nation's largest independent registered investment advisors by total assets under management.