Advisor Opportunities
Let us do good to all people, and especially to those who are of the household of the faith.
-Galatians 6:10

What’s Next For My Clients, My Employees, And Me?

Advisor Transition Success Stories

“In Ronald Blue Trust we found a partner that believes in holistic financial planning and shares our commitment to enriching people’s lives for generations. Our goal has always been to help clients experience a healthy relationship with money and be good stewards of their resources. As part of Ronald Blue Trust, we believe we’ll be able to fulfill that mission to an even greater degree. This was more than a financial transaction to us, it was a true partnership.”

– Mike Miller
President and CEO of PlanFIRST

Transitioned PlanFIRST into Ronald Blue Trust in March 2019. Located in Greenville, SC. PlanFIRST was an RIA with $350 million in assets under management, 500 clients, and 16 employees.

“In 2015, we reorganized and formed Crosspoint Wealth Advisors. Our motivation for that partnership was to be good stewards of the relationships we have with our clients and staff and to create a service model that could carry on with excellence well beyond our careers and lifetimes. By taking this very positive step in that direction, we feel like we have accomplished our goal by joining with Ronald Blue Trust.”

– Tom Dafnos & Brent Dunn
Cofounders of Crosspoint Wealth Advisors

Transitioned Crosspoint Wealth Advisors into Ronald Blue Trust in January 2020. Located in Indianapolis, IN. Crosspoint was an independent wealth advisory firm with $435 million in assets under management, 300 clients, and 7 employees.

“I’ve spent most of my career in financial services, either directly providing financial advice to individuals and businesses or leading other advisors to help them grow their book of business. Yet, it wasn’t until joining Ronald Blue Trust that I was I able to fully integrate biblical principles into my practice. Now I combine my expertise with biblical wisdom. This unique perspective is helping my clients have more clarity and peace around their finances and leave a lasting legacy. I’m seeing God work in the lives of my clients in new and powerful ways.”

– Kerry Mallory
Sr. Private Wealth Advisor, Atlanta, GA

Before joining Ronald Blue Trust, Kerry worked with a large bank for 15 years serving in multiple roles including Senior Vice President of Private Wealth Management.