Atlanta Financial Advisors

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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. They 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.

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    Andrew Allen

    Andrew Allen, CFP®, CWS®

    Atlanta, GA

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    Nancy Anglyn

    Nancy Anglyn, CFP®, CDFA®, CWS®

    Atlanta, GA

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    Peter Balch

    Peter Balch, CFP®, CPA, CWS®

    Atlanta, GA

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    Scott Calhoun

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

    Atlanta, GA

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    Christopher Carlson

    Christopher Carlson, CFP®, AEP®

    Atlanta, GA

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    Morgan Chalk

    Morgan Chalk, CFP®, CWS®

    Atlanta, GA

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    Anehita Chie

    Anehita Chie, CWS®, CPA

    Atlanta, GA

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    Jeff D. Chinery

    Jeff D. Chinery, CFP®, CWS®

    Atlanta, GA

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    Ken Cottingham

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

    Atlanta, GA

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    Reed Crosson

    Reed Crosson, CFP®

    Atlanta, GA

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    Erik Daniels

    Erik Daniels

    Atlanta, GA

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    Saxon Dasher

    Saxon Dasher, CFP®, CPA/PFS

    Atlanta, GA

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    David Doverspike

    David Doverspike, JD, LLM in Tax

    Atlanta, GA

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    Bethany Frymire

    Bethany Frymire, CFP®, CKA®

    Atlanta, GA

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    Charlie Germany

    Charlie Germany, CPA/PFS

    Atlanta, GA

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    Jamey Gibson

    Jamey Gibson, CFP®, CWS®

    Atlanta, GA

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    Greg S. Gilbert

    Greg S. Gilbert, CIMA®, CWS®

    Atlanta, GA

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    Sarah Hall

    Sarah Hall

    Atlanta, GA

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    Claiborne Haw

    Claiborne Haw

    Atlanta, GA

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    Lisa J. Hopcroft

    Lisa J. Hopcroft, CFP®, CWS®

    Atlanta, GA

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    Carol Jackovich

    Carol Jackovich, CFP®

    Atlanta, GA

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    Jonah Johnson

    Jonah Johnson

    Atlanta, GA

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    Kim Kampman

    Kim Kampman

    Atlanta, GA

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    Kyle Kutz

    Kyle Kutz, CPA

    Atlanta, GA

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    Mandy Kyser

    Mandy Kyser

    Atlanta, GA

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    Evan Longstreth

    Evan Longstreth, MBA, CKA®

    Atlanta, GA

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    Jonathan Lowery

    Jonathan Lowery, CFP®

    Atlanta, GA

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    Kerry A. Mallory

    Kerry A. Mallory, CWS®

    Atlanta, GA

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    David Mann

    David Mann, CFP®, CWS®

    Atlanta, GA

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    Scott Martin

    Scott Martin, CFP®, CWS®

    Atlanta, GA

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    Suzanne Miller

    Suzanne Miller, CFP®, CWS®

    Atlanta, GA

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    Lesley Orr

    Lesley Orr, CFP®

    Atlanta, GA

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    Marshall Potter

    Marshall Potter, CFP®, CWS®, CKA®

    Atlanta, GA

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    Jared Simmons

    Jared Simmons, CFP®, CWS®

    Atlanta, GA

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    Michael Spencer

    Michael Spencer, CFP®

    Atlanta, GA

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    Trey Turner

    Trey Turner, CFP®, CWS®

    Atlanta, GA

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    Dan Wolthuis

    Dan Wolthuis, CFP®, CKA®

    Atlanta, GA

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    Matthew Yung

    Matthew Yung, CFP®

    Atlanta, GA