Atlanta Financial Advisors

Home » Locations » Atlanta, GA
Atlanta-Corporate-Office

We have additional advisors serving in the Atlanta area out of our Everyday Steward®, Professional Athlete, and Family Office division location:

Wealth Management & Trust Services

The Atlanta financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:

  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Family Office
  • Professional Athlete services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting

With a staff of over 35 professionals, the Atlanta office continues to increase their impact by building personal relationships with clients through investment advice and consulting to business owners, corporate executives, physicians, athletes, coaches, and retirees. Atlanta financial advisors are also committed to serving with excellence the unique needs of women. As one of Ronald Blue Trust’s largest offices, the office serves over 1,000 clients with combined investment assets under advisement in excess of $1.3 billion.* Since 2014, Greg Gilbert has led the Atlanta office. Greg joined Ronald Blue Trust in 1999 and has over 26 years of experience in the wealth management industry. The office was established in 1994 by Executive Vice President, Erik Daniels, to provide personal financial service and expertise to local clients.

*As of 12/31/21 and subject to change.

Meet our Atlanta Financial Advisors

  • See Bio

    Andrew Allen

    Andrew Allen, CFP®, CWS®, CKA®

    Atlanta, GA

  • See Bio

    Nancy Anglyn

    Nancy Anglyn, CFP®, CDFA®, CWS®

    Atlanta, GA

  • See Bio

    Peter Balch

    Peter Balch, CFP®, CPA, CWS®

    Atlanta, GA

  • See Bio

    Mike Bleck

    Mike Bleck, CPA, MST

    Atlanta, GA

  • See Bio

    Hayden Boone

    Hayden Boone, CFP®, CRPC®, APMA, AWMA®, MPAS

    Atlanta, GA

  • See Bio

    Jessie Bowman

    Jessie Bowman

    Atlanta, GA

  • See Bio

    Scott Calhoun

    Scott Calhoun, CFP®, CPA/PFS, CIMA®, CWS®

    Atlanta, GA

  • See Bio

    Christopher Carlson

    Christopher Carlson, CFP®, AEP®

    Atlanta, GA

  • See Bio

    Morgan Chalk

    Morgan Chalk, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Anehita Chie

    Anehita Chie, CWS®, CPA

    Atlanta, GA

  • See Bio

    Jeff D. Chinery

    Jeff D. Chinery, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Andrew Cole

    Andrew Cole

    Atlanta, GA

  • See Bio

    Ken Cottingham

    Ken Cottingham, CFP®, CPA, CWS®, CKA®

    Atlanta, GA

  • See Bio

    Reed Crosson

    Reed Crosson, CFP®

    Atlanta, GA

  • See Bio

    Erik Daniels

    Erik Daniels

    Atlanta, GA

  • See Bio

    Saxon Dasher

    Saxon Dasher, CFP®, CPA/PFS

    Atlanta, GA

  • See Bio

    David Doverspike

    David Doverspike, JD, LLM in Tax

    Atlanta, GA

  • See Bio

    Mark Elam

    Mark Elam, CFA®

    Atlanta, GA

  • See Bio

    Bethany Frymire

    Bethany Frymire, CFP®, CKA®

    Atlanta, GA

  • See Bio

    Charlie Germany

    Charlie Germany, CPA/PFS

    Atlanta, GA

  • See Bio

    Jamey Gibson

    Jamey Gibson, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Greg S. Gilbert

    Greg S. Gilbert, CIMA®, CWS®

    Atlanta, GA

  • See Bio

    Sarah Hall

    Sarah Hall

    Atlanta, GA

  • See Bio

    Claiborne Haw

    Claiborne Haw

    Atlanta, GA

  • See Bio

    Lisa J. Hopcroft

    Lisa J. Hopcroft, CFP®

    Atlanta, GA

  • See Bio

    Carol Jackovich

    Carol Jackovich, CFP®, CKA®

    Atlanta, GA

  • See Bio

    Jonah Johnson

    Jonah Johnson, CFP®

    Atlanta, GA

  • See Bio

    Kim Kampman

    Kim Kampman

    Atlanta, GA

  • See Bio

    Kyle Kutz

    Kyle Kutz, CPA

    Atlanta, GA

  • See Bio

    Mandy Kyser

    Mandy Kyser

    Atlanta, GA

  • See Bio

    Evan Longstreth

    Evan Longstreth, MBA, CKA®

    Atlanta, GA

  • See Bio

    Jonathan Lowery

    Jonathan Lowery, CFP®

    Atlanta, GA

  • See Bio

    Kerry A. Mallory

    Kerry A. Mallory, CWS®

    Atlanta, GA

  • See Bio

    David Mann

    David Mann, CFP®

    Atlanta, GA

  • See Bio

    Scott Martin

    Scott Martin, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Suzanne Miller

    Suzanne Miller, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Lesley Orr

    Lesley Orr, CFP®

    Atlanta, GA

  • See Bio

    Andrew Peipers

    Andrew Peipers

    Atlanta, GA

  • See Bio

    John Pickart

    John Pickart, CFA®

    Atlanta, GA

  • See Bio

    Marshall Potter

    Marshall Potter, CFP®, CWS®, CKA®

    Atlanta, GA

  • See Bio

    Eric Ratliff

    Eric Ratliff, JD, LLM

    Atlanta, GA

  • See Bio

    Jared Simmons

    Jared Simmons, CFP®, CWS®, CKA®

    Atlanta, GA

  • See Bio

    Michael Spencer

    Michael Spencer, CFP®

    Atlanta, GA

  • See Bio

    Trey Turner

    Trey Turner, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Alex Wilson

    Alex Wilson

    Atlanta, GA

  • See Bio

    Dan Wolthuis

    Dan Wolthuis, CFP®, CKA®

    Atlanta, GA

  • See Bio

    Matthew Yung

    Matthew Yung, CFP®

    Atlanta, GA