Office Locations: Orange County

Orange County Office

Orange County Branch
1551 North Tustin Avenue, Suite 1000
Santa Ana, CA 92705

Phone: 714.543.0500
Fax: 714.543.1722

Like other Ronald Blue & Co. branch offices, the Orange County office was started by an individual who moved to Atlanta, Georgia with a long-term vision of taking Ronald Blue & Co.'s unique approach to financial planning and investment management to the West Coast. Managing Director George Andrews moved to Georgia in 1987, was trained in RB&Co.'s methods and opened the Orange County office in 1993. This office currently serves a Southern California client base but also has long-standing nationwide client relationships.

This office is also home to Ronald Blue & Co.'s Western division of its Tax and Business Services. Directed by Michael Peters, the staff of qualified CPAs and tax experts also provide audit and review services to individuals and businesses through its affiliate Balser, Horowitz, Frank & Wakeling.

View All Locations View Orange County Advisors

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

Accounting Principal
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
My desire for myself and my clients is to hear God say “Well done good and faithful servant”, and experience these true riches. In our fallen world, it is so easy to get distracted but our time on earth is preparing us for eternity.

John Yukawa

Financial Advisor
Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

Lori Davis

Tax and Financial Advisor
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
The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

Roby Kotcamp

Sr. Financial Advisor
Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

George Andrews

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

Jamey Gibson

Personal Financial Advisor
We cannot control the events of life, just our response to those events.

Bob Stoddard

Managing Director
If we free up our clients to focus on what is most important in their lives, then we have done our job.

Jeff Chinery

Managing Director