About Us

What’s your “Why?”

Every organization has a What, a How, and a Why. Our What is wealth management and trust services. Our How is through experienced financial advisors building relationships and applying tools such as proprietary financial planning software, investment vehicles, and estate planning strategies. But it’s our Why that sets us apart from other wealth management and trust companies. 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 company. We believe we do all of those things with excellence, but essentially seek to help our clients gain clarity and confidence around their finances. And we firmly believe that when our clients live with clarity and confidence 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 Ronald Blue & Co., in 1979. Ron felt challenged and called to help people become better stewards of their wealth and have a better relationship with money by using not just technical expertise, but biblical principles as well. Ronald Blue Trust 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 principles into financial planning.



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

Our executive leadership team includes individuals with diverse backgrounds in the financial services industry that helped transition Ronald Blue Trust into a nationwide trust company with over $8 billion of assets under management and advisement serving over 7,000 clients in all 50 states. As of 09/30/17 and subject to change.


Russ Crosson

Executive Vice Chairman of the Board
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Brian Shepler

President, EVP Client Services
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Nick Stonestreet is the CEO, Chief Investment Officer, and Chairman of the Board for Thrivent Trust Company, a nationwide trust company with two divisions, Ronald Blue Trust and Thrivent Trust. Nick has more than 30 years of financial services experience and has managed a broad spectrum of wealth management businesses. As CEO, Nick is active in developing the company’s strategic initiatives and oversees the overall management of the organization and its divisions. As Chief Investment Officer, he heads the investment department as they develop and implement investment strategies that seek to increase the probability of successfully meeting clients’ financial planning goals. Prior becoming CEO of Thrivent Trust Company, Nick co-founded and was CEO of Vident Financial, an investment management firm. He also served as Regional Head of Private Wealth Management for Regions Financial and before that worked at Merrill Lynch for 15 years in several capacities including Chief Executive Officer of Merrill Banc Suisse & Global Head of International Trust, Structuring, Global Co-Head of Private Wealth Services and Director of Private Banking. Nick received his Master’s Degree in International Business Studies from the University of South Carolina.

Russ Crosson is Executive Vice President and Chief Mission Officer of Ronald Blue Trust and Executive Vice Chairman of the board of directors for Thrivent Trust Company. Russ serves as chief advocate for the heart and soul of the organization and works to ensure the mission of the company is carried out with integrity in every area of the organization with a focus on making sure the company’s mission is passed down and inculcated into future generations. Prior to his current position, Russ served as President & CEO of Ronald Blue & Co. from 2002 to 2017. He was hired by Ron Blue in 1980 as the second employee of Ronald Blue & Co. He has worked extensively in all areas of financial planning - specializing in comprehensive financial, estate and philanthropic planning, as well as generational family wealth management and transfer. From 1999 – 2002, Russ served as Executive Director of the National Christian Foundation. Russ graduated from Kansas State University with a BS in Mathematics and a Master's degree in Education. Russ is the author of several books including Your Life…Well Spent, The Truth About Money Lies, and What Makes a Leader Great. He has also been a featured speaker in many venues including Promise Keepers, Issachar Summit, and America’s Best Hope.

Brian Shepler is the President and Executive Vice President of Client Services for Ronald Blue Trust. As President, Brian oversees the day-to-day management and strategic development of the company. As EVP of Client Services, he supports the entire field organization and its divisions by reinforcing best practices related to corporate culture, growth strategies, advisor compensation/incentives, and compliance. In addition, Brian leads the talent acquisition and development function for the company. Leveraging his background in the investment banking and private equity fields, Brian primarily serves Ronald Blue Trust clients who own family businesses, providing advice regarding business succession, strategic growth planning, and corporate capital planning. Brian began his career with Goldman, Sachs & Co. in New York and came to Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2000 from SunTrust Banks, Inc., where he served in various roles in the investment banking and equity research divisions. He received a BA in Mathematics from DePauw University and earned an MBA in Finance from the University of Chicago.

Andrew Schmuhl

Chief Operating Officer
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Jesse Ostrom

Chief Fiduciary Officer
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Andrew Schmuhl is the Chief Operating Officer of Thrivent Trust Company, a nationwide trust company with two divisions, Ronald Blue Trust and Thrivent Trust. Andrew has more than 15 years of legal, compliance, and international business experience in the investment management and institutional consulting industries. Andrew develops strategies for increasing the organization’s operational efficiency and enhancing client service. He is responsible for managing the trust company’s centralized shared services including finance; IT; investment operations; trust operations; and the branding, communications, and enterprise operations team. Prior to joining the company, Andrew was Chief Operating Officer of Vident Financial, an investment management firm. He also led the legal and compliance team for Regions Bank during the transition and implementation of the bank’s SMA/UMA program following the bank’s divestiture of Morgan Keegan to Raymond James. Andrew earned a B.A. in history from the University of Pennsylvania and a J.D. from the Villanova University School of Law.

Jesse Ostrom is the Chief Fiduciary Officer for Thrivent Trust Company’s two divisions, Ronald Blue Trust and Thrivent Trust, and also serves as President for Thrivent Trust Company. Jesse has worked in the trust services industry for nearly 20 years. As Chief Fiduciary Officer, Jesse leads Advisor Services including Estate Planning, Personal Trust, Estate Settlement, Fiduciary Tax, and the team that supports SIMPLIFY, the company’s unique personal financial management service. He also heads the Institutional and Private Client groups for Thrivent Trust. Jesse joined Thrivent Financial Bank in 2010 and helped transition the trust team from a department of the bank to an independent trust company in 2012. Since then he has served in several leadership positions for Thrivent Trust, including CEO and Board Chair. Jesse is a member of the Wisconsin Bar and holds a JD from University of Wisconsin Law School and a BS in Industrial Engineering from University of Wisconsin-Milwaukee.

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Susan Alexander

Private Wealth Advisor
Charlotte, NC

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Ryan Anderson

Sr. Financial Planner
Houston, TX

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George Andrews

Sr. Private Wealth Advisor, Sr. Partner
Orange County, CA

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Jordan Andrews, III

Private Wealth Advisor
Orange County, CA

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Nancy Anglyn

Sr. Financial Advisor
Atlanta, GA

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Keith Atneosen

Private Wealth Advisor
Seattle, WA

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Bob Baker

Sr. Private Wealth Advisor
Orlando, FL

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Gary Bell, II

Sr. Private Wealth Advisor
Nashville, TN

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Ryan Blackburn

Private Wealth Advisor
Holland, MI

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Mike Bleck

Sr. Estate Planning Specialist
Atlanta, GA

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Lantz Bowman

Private Wealth Advisor
Houston, TX

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Anthony Brown

Sr. Private Wealth Advisor
Montgomery, AL

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Scott Calhoun

Sr. Family Office Advisor
Atlanta, GA

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David Campaigne

Sr. Private Wealth Advisor
Baltimore, MD

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Brian Cannon

Private Wealth Advisor
Holland, MI

loc:MI

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Morgan Chalk

Private Wealth Advisor
Atlanta, GA

loc:GA

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Colbert Chang

Private Wealth Advisor
Phoenix, AZ

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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

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Andrew Clement

Sr. Financial Planner
Nashville, TN

loc:TN

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Ken Cottingham

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

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Alan Cox

Estate & Trust Planning Director
Atlanta, GA

loc:HO

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Michael Cranford

Private Wealth Advisor
Charlotte, NC

loc:NC

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Reed Crosson

National Coordinator
Atlanta, GA

loc:HO

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Erik Daniels

Executive Vice President
Atlanta, GA

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Saxon Dasher

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

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Bruce Denning

Estate + Trust Plng Mgr
Atlanta, GA

loc:HO

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Ken Desmarchais

Sr. Private Wealth Advisor
Phoenix, AZ

loc:AZ

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Beverly DeStefano

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

loc:AZ

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John Dodd

Sr. Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

ES:False

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PW:True


David Doverspike

Family Office Planning Specialist
Atlanta, GA

loc:GA

tax:False

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PW:True


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Sam Erdman

Private Wealth Advisor
Baltimore, MD

loc:MD

tax:False

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PW:True


Mike Evans

Financial Advisor
Indianapolis, IN

loc:IN

tax: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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PW:True


Mark Farrell

Private Wealth Advisor
Indianapolis, IN

loc:IN

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

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Zack Fulmer

Sr. Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

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Jason Gehl

Sr. Private Wealth Advisor
Phoenix, AZ

loc:AZ

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PW:True


Charlie Germany

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

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Jamey Gibson

Financial Advisor
Atlanta, GA

loc:GA

tax:False

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Greg Gilbert

Managing Director
Atlanta, GA

loc:GA

tax:False

ES: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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PW:True


Aaron Groen

Financial Planner
Baltimore, MD

loc:MD

tax:False

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PW:True


Dan Grover

Sr. Private Wealth Advisor
Charlotte, NC

loc:NC

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Roger Gum, III

Sr. Private Wealth Advisor
Charlotte, NC

loc:NC

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PW:True


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Mike Haddad

Managing Director
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

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Lisa Hopcroft

Private Wealth Advisor
Atlanta, GA

loc:GA

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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

Managing Director
Houston, TX

loc:TX

tax:False

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Carol Jackovich

Sr. Financial Advisor
Atlanta, GA

loc:GA

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Shawn Jacques

Sr. 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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PW:True


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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Curt Knorr

Sr. Partner of Investment Management
Atlanta, GA

loc:HO

tax:False

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Paul Kraus

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

loc:FL

tax:False

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PW:True


Keith Kreb

Sr. Private Wealth Advisor
Chicago, IL

loc:IL

tax:False

ES:False

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PW:True


David Kruis

Private Wealth Advisor
Holland, MI

loc:MI

tax:False

ES:False

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Connor Lowery

Sr. Financial Planner
Nashville, TN

loc:TN

tax:False

ES:False

PA:True

FO:

PW:True


M

Kerry Mallory

Sr. 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

Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

ES:False

PA:True

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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

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Byron Nelson

Sr. Private Wealth Advisor
Orange County, CA

loc:CA

tax: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

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PW:True


Skip Perkins

Sr. Family Office Advisor
Atlanta, GA

loc:GA

tax:False

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John Perry

Sr. Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

ES:False

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PW:True


Amanda Phillips

Sr. Financial Planner
Indianapolis, IN

loc:IN

tax:False

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Marshall Potter

Sr. Financial Advisor
Atlanta, GA

loc:GA

tax:False

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Brent Prorok

Sr. Financial Planner
Chicago, IL

loc:IL

tax:False

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Hunter Pugh

Managing Director
Charlotte, NC

loc:NC

tax:False

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PW:True


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Brad Schall

Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

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Randy Schroeder

Sr. Partner, Sr. Private Wealth Advisor
Houston, TX

loc:TX

tax: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

Private Wealth Advisor
Houston, TX

loc:TX

tax:False

ES:False

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PW:True


Brian Shepler

President, EVP Client Services
Atlanta, GA

loc:HO

tax:False

ES:False

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David Souders

Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

ES:False

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PW:True


Jamie Spruyt

Sr. Investment Strategist
Atlanta, GA

loc:HO

tax:False

ES:False

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Bob Stoddard

Managing Director
Montgomery, AL

loc:AL

tax:False

ES:False

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PW:True


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Sherry Teat

Sr. Private Wealth Advisor
Charlotte, NC

loc:NC

tax:False

ES:False

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PW:True


Greg Tutino

Managing Director
Baltimore, MD

loc:MD

tax:False

ES:False

PA:

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PW:True


V

Don Vanden Brink

Private Wealth Advisor
Holland, MI

loc:MI

tax:False

ES:False

PA:

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PW:True


Eric VandenBerg

Financial Planner
Holland, MI

loc:MI

tax:False

ES:False

PA:

FO:

PW:True


W

Alan Wallace

Sr. Private Wealth Advisor
Montgomery, AL

loc:AL

tax:False

ES:False

PA:

FO:

PW:True


David Ward

Sr. Partner, Sr. Private Wealth Advisor
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

Sr. 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 Planner
Montgomery, AL

loc:AL

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:

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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. With nationwide trust capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles, with one goal: empower our clients to make wise financial decisions, live generously, and leave a lasting legacy.

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 principles are the best guide for making wise financial decisions, we strive to help you achieve both the financial goals and the clarity and confidence to live your life well spent.

Our advisors in 13 offices around the country provide a full complement of services – financial, retirement, estate planning; investment management and solutions; charitable giving strategies; personal trust and estate settlement services; bill paying services; family office services; business consulting services; and institutional client services. Ronald Blue Trust builds relationships of trust with our clients, speaking to some of the most financially intimate areas of their lives.

We offer fee-only financial advisory services and have over $8 billion of assets under management and advisement and serve over 7,000 clients* in all 50 states. Our ultimate goal is to help clients make wise financial decisions, live generously, and leave a lasting legacy.

To learn more about our company, click here to view our corporate brochure.

*As of 09/30/17 and subject to change.

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: 410.891.2900
Fax: 410.891.2910

Charlotte Office

Phone: 704.759.9060
Fax: 704.759.9061

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: 407.618.8601

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 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.


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



Atlanta Corporate Office Address:
300 Colonial Center Pkwy
Suite 300
Roswell, 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)




 

AUGUST 02, 2017
Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company (Click here to download the Ronald Blue Trust press kit.)
Ronald Blue & Co., one of the largest, fee-only independent wealth management firms in the U.S., has joined with Thrivent Trust Company, a subsidiary of Thrivent Financial, to offer a comprehensive suite of services through a nationwide trust company to assist individuals and families in making financial decisions consistent with their values.





Press releases released by Ronald Blue & Co., LLC


MARCH 28, 2017
Ronald Blue & Co. highlighted in WSJ article, Advisers Put Faith in Religion-Based Investing
Ronald Blue & Co. was highlighted in an article that appeared in the Wall Street Journal online and in print on Monday, March 27, 2017. The article asks, “Want to organize your financial life in a way that is consistent with your faith? A growing number of financial advisers and firms are helping clients do just that . . . by incorporating religious values and laws into financial plans for clients. Often this translates into recommendations to keep debt low and make generous charitable contributions.”

JANUARY 16, 2017
Derek Irish Named Managing Director at Ronald Blue & Co.
Ronald Blue & Co. is pleased to announce that Derek Irish has been promoted to the position of Managing Director of the Houston office, effective January 20, 2017. Derek has served with the firm for 19 years, most recently as a Principal and Senior Private Wealth Advisor. He succeeds Randy Schroeder, a 25-year firm member and founder of the Houston office, in the role.

JANUARY 12, 2017
Ronald Blue & Co. ranked #5 in Financial Planning 2017 Top 20 RIAs
Ronald Blue & Co. was recently ranked #5 for 2017 among the nation’s “Top 20 RIAs” by Financial Planning, a weekly industry publication.

DECEMBER 20, 2016
Faces of Generosity: Planning to Be Generous is as Important as Planning for Retirement
This season of giving is an opportunity to recognize people who are making a real change in the world. Faces of Generosity is a new book produced by Ronald Blue & Co. recognizing humanitarians around the United States who have given back to their communities.

JULY 14, 2016
Ronald Blue & Co., LLC Hires Sr. Director of Human Resources
Ronald Blue & Co., LLC is pleased to announce that John Edwards has joined the firm as the Sr. Director of Human Resources.

APRIL 29, 2016
Russ Crosson Speaks at Truth@Work, Fellowship Bible Church, Grand Rapids First Church and Young Business Leaders Conference
Russ Crosson, CEO and President of Ronald Blue & Co., was on the speaker circuit for the month of April, appearing as the featured speaker at a workshop series hosted by Fellowship Bible Church in Roswell, GA on April 10, at a Truth@Work event in Indianapolis, IN on April 19, at a devotion with Grand Rapids First Church in Grand Rapids, MI on April 21, and at the Young Business Leaders Conference in Cincinnati, OH on April 22.

MARCH 25, 2016
Russ Crosson Named to Atlanta’s Top 100 Leaders in Finance
Ronald Blue & Co. is pleased to announce that Russ Crosson, President and CEO, has been named to the top 100 Atlanta leaders in the finance and banking industries.

MARCH 16, 2016
Don Christensen Speaks at NFL Pro Athlete Outreach Conference
Ronald Blue & Co. is pleased to announce that Don Christensen, Executive Vice President of the Professional Athlete Division, was a featured speaker at this year’s Pro Athlete Outreach (PAO) conference for the National Football League.

MARCH 14, 2016
Russ Crosson Speaks at Southbrook Church in Charlotte, NC and Eagles Nest Church in Roswell, GA
Ronald Blue & Co. is pleased to announce that Russ Crosson, President and CEO, was a featured speaker at Southbrook Church in Charlotte, NC, on March 6 and at The Business Summit at Eagles Nest Church in Roswell, GA, on March 12.

MARCH 1, 2016
Ronald Blue & Co., LLC Names Four New Principals
Ronald Blue & Co., LLC is pleased to announce that Sandy Morgan, Mike Bolte, Mike Sobeiski, and Julie Morgan have been promoted to Principals of the firm effective January 1, 2016.

JANUARY 11, 2016
Mike Haddad Named Managing Director at Ronald Blue & Co.
Ronald Blue & Co. is pleased to announce that Mike Haddad has been promoted to the position of Managing Director of the Orange County office, effective January 1, 2016.

JANUARY 5, 2016
Ronald Blue & Co. ranked #4 in Financial Planning 2016 Top 150 RIAs
Ronald Blue & Co. was recently ranked #4 for 2016 among the nation’s “Top 150 RIAs” by Financial Planning, a weekly industry publication.

OCTOBER 30, 2015
Russ Crosson to Speak at Building Better Boards Conference
We are pleased to announce that Russ Crosson, Ronald Blue & Co. President and CEO, is a featured speaker at this year’s Building Better Boards virtual conference on Friday, November 10.

SEPTEMBER 1, 2015
Ronald Blue & Co. ranked #2 in Accounting Today 2015 Top Firms by AUM
Ronald Blue & Co. was recently ranked #2 on Accounting Today’s ninth annual list of Top Firms by AUM.

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 10, 2015
Greg Gilbert Named Managing Director at Ronald Blue & Co.
Ronald Blue & Co. is pleased to announce that Greg Gilbert has been promoted to the position of Managing Director of the Atlanta office, effective January 1, 2015.

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.

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