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.

Ronald Blue Trust is not simply a financial planning, investment management, trust services, 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.

Success Story

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

Watch Video

Our 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 8,000 clients in all 50 states. As of 12/31/17 and subject to change.


Nick Stonestreet

CEO
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Terry Chier

Head of Personal Trust Services
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Wendy Collins, CRCM, CFIRS

Senior Counsel and Secretary
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Nick Stonestreet is the CEO, Chief Investment Officer, and Chairman of the Board. 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.

Terry Chier is the Manager of Personal Trust Services. Terry is responsible for managing and providing leadership direction for the Personal Trust Services team within the trust company. This includes management of the Personal Trust Services team staff and oversight of all accounts where the trust company serves in the role of trustee, co-trustee, or guardian/conservator of the estate. He has a wide array of client service experience with more than 30 years serving in financial services, business management, and client relationship management. Prior to his current role, Terry was a Vice President, Senior Trust Advisor at Legacy Private Trust Company in Neenah, WI. Terry is a member of the Wisconsin Bar and holds a JD from Marquette Law School, an MBA from Georgia State University, and a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater. He is also a graduate of the American Bankers Association National Trust School and Graduate Trust School.

Wendy Collins is Senior Counsel and Secretary. Wendy oversees the regulatory compliance program for the organization. She has over 20 years of experience in banking law and compliance including as a bank examiner, bank compliance officer, and practicing attorney advising on bank compliance programs. Wendy graduated from the University of Wisconsin-Milwaukee with a Bachelor of Business Administration in Finance and is a graduate of the Wisconsin School of Law. She holds the designation of Certified Regulatory Compliance Manager and Certified Fiduciary and Investment Risk Specialist. She is also a member of the Wisconsin and California Bars.

Alan Cox is the Director of Estate/Trust Planning and Estate Settlement. Alan and his team are dedicated to providing a high level of service and professional expertise to clients in the specialized field of Estate/Trust Planning and Estate Settlement. They provide estate and charitable planning, design, implementation, and administration. Prior to joining the company, Alan was in charge of an estate planning practice for an Atlanta-based CPA firm. His experience also extends into a legal setting in the estate tax division of a law firm in Chattanooga, Tennessee. Alan earned his B.S. in Accounting from Tennessee Temple University and is a Certified Public Accountant (CPA) and Certified Kingdom Advisor®.

Russ Crosson

Executive Vice Chairman of the Board
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Valerie Evensen, CSOP

Head of Trust Operations
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Dana Kloes, SPHR, SHRM-SCP

Head of Human Resources
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Larry Korchan

Head of Investment Operations
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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.

Valerie Evensen is the Manager of Trust Operations, Vendor Management Officer, and Physical Security Officer. She is responsible for the day-to-day coordination of the department’s trust operation activities and oversees the management of all third party service providers. Valerie has over 20 years of trust operations experience and has been with Thrivent Trust Company for 17 years. She is a Certified Securities Operations Professional and holds a Bachelor of Science in Business Administration from the University of Wisconsin-Oshkosh.

Dana Kloes is the Director of Human Resources. She is responsible for developing, guiding, and directing the people practices of the organization in accordance with Ronald Blue Trust’s principles, philosophies, and policies and consistent with guidelines established by government and regulatory agencies. Dana leads strategic human resource people development and planning processes to position the organization as an employer of choice in our industry. Prior to joining Ronald Blue Trust, Dana worked for MagMutual Insurance Company as Director of Human Capital, and before that, she served as Director of Human Resources at AssuranceAmerica Corporation where she managed all human resource functions. Dana earned her Bachelor of Arts from Georgia State University and completed the Human Resources Certificate Program at Kennesaw State University, College of Continuing Education. Dana has a Senior Professional in Human Resources (SPHR) designation and a Society for Human Resource Management, Senior Certified Professional (SHRM-SCP) designation.

Larry Korchan is the Director of Investment Operations. He is responsible for daily investment operations, professional development of investment operations staff, and management of operational business partners. Larry’s security industry experience encompasses the operational development of new brokerage products and servicing them in a large global branch network. Prior to his current role, Larry was the Director of Operations for INVESCO Retirement, Inc. in the defined contribution industry. Larry also served as Vice President of Operations for Merrill Lynch, where he spent over fourteen years. Larry earned his Bachelor of Arts in Communications from the State University of New York.

Brian McClard, CFA®

Head of Investment Strategy Group
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Sandy Morgan, CLU, ChFC

Head of Branding & Communications
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Jesse Ostrom

Chief Fiduciary Officer
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Kevin Payne

Head of Enterprise Business Solutions
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Brian McClard is the Director of the Investment Strategy Group (ISG). Brian and his team develop and implement investment strategies for the company that seek to increase the probability of successfully meeting clients’ financial planning goals. The ISG is responsible for constructing model portfolios, selecting investment instruments, and performing ongoing due diligence of those investments. Prior to joining the company, Brian served as Chief Investment Strategist for Voisard Asset Management Group, an investment and wealth management firm. He also served at Fifth Third Bank as a portfolio manager. Brian earned a dual Bachelor of Science degree in Finance and Accounting from the University of South Florida and an MBA focusing on international management from the Thunderbird School of Global Management. Brian holds the Charted Financial Analyst® designation and is a member of the CFA Institute.

Sandy Morgan is the Director of Branding & Communications. Sandy is responsible for enhancing the national branding strategy of the company as well as developing external communications and key marketing initiatives. She works to ensure the company’s messaging, content, and materials accurately express Ronald Blue Trust’s value proposition. She looks for and evaluates new opportunities to increase brand awareness and manages the company’s public relations strategy. Sandy joined Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2012 with more than 20 years of experience in financial services communications, branding, and marketing. Prior to joining the company, she served as the Managing Director of Field and Acquisition Marketing for Charles Schwab Institutional Services. Sandy earned her B.S./B.A. from the University of North Carolina at Chapel Hill and her MBA in Finance from Georgia State University.

Jesse Ostrom is the Chief Fiduciary Officer for Thrivent Trust Company, including its Ronald Blue Trust division, 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.

Kevin Payne is the Director of Enterprise Business Solutions. He is responsible for leading the company’s Enterprise Operations and Financial Planning departments. In this role, he proactively seeks ways to leverage and integrate business systems in a manner that enhances efficiencies and minimizes duplication of efforts. Kevin and his team strive to implement key business solutions that enhance the client experience, maximize team member efficiencies, and ensure business information and operational needs are met. Prior to his current role, Kevin was CEO of Metago, a mobile apps and software company with 130 million global users, for nine years and President for seven years. During his time at Metego, he oversaw the growth of the company from start up to acquisition. Kevin earned his bachelor's degree in Computer Engineering from Georgia Institute of Technology. He earned his MBA from Georgia State University where he completed their Executive Global Management program.

Brian Shepler

President, EVP Client Services
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Larry Smith, CISSP

Head of Information Technology
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Lisa Weiden, CPA, CIA, CGMA

Head of Financial Operations
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Mike Woldt

Head of Discretionary Services
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Brian Shepler is the President and Executive Vice President of Client Services. 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.

Larry Smith is the Director of Information Technology. Larry provides vision and leadership for designing, developing, and implementing information technology initiatives across the company. He is responsible for influencing and directing the company’s information security, network infrastructure, and applications evolution to ensure key business strategies and processes are driven by systems that enable change, growth, and flexibility. Larry joined Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1994 and has held various positions within the company including Sr. Manager of Software Development, IT Project Manager, and Manager of Web Services. Larry is a Certified Information Systems Security Professional (CISSP).

Lisa Weiden is the Director of Financial Operations. Lisa provides leadership to the company’s finance department which is responsible for managing the accounting operations of the company, including planning and reporting, and for coordinating and administering the operational and finance functions between business units. Prior to joining the company, Lisa served as an Audit Manager for a public accounting firm in the Atlanta area. Lisa earned her BA in Accounting from the University of St. Thomas in St. Paul, Minnesota and graduated with her MBA in Finance & Accounting from the University of Minnesota’s Carlson School of Management. Lisa is a Certified Public Accountant, Certified Internal Auditor, and a Chartered Global Management Accountant.

Mike Woldt is the Manager of Business Development and Financial Management Services. Mike leads the business development activities for Institutional, Private Client, Estate Planning, Personal Trust, Estate Settlement, and Financial Management Services, the team that supports SIMPLIFY, the company’s unique personal financial management service. In addition to leading business development activities, Mike oversees the Financial Management team responsible for providing client service to Private Client, Institutional, and SIMPLIFY clients. He has more than 30 years of experience in the financial services and investment management industries. Mike is a graduate of St. Norbert College and AIMSE/Wharton Investment Institute.

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Susan Alexander

Private Wealth Advisor
Charlotte, NC

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Andrew Allen

Sr. Financial Planner
Atlanta, GA

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Ryan Anderson

Private Wealth Advisor
Houston, TX

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George (Jordan) Andrews

Private Wealth Advisor
Orange County, CA

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George Andrews

Sr. Private Wealth Advisor, Sr. Partner
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

loc:FL

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Gary Bell, II

Managing Director
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

Sr. 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

loc: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

tax:False

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Colbert Chang

Private Wealth Advisor
Phoenix, AZ

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Bryan Chapman

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

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Anehita Chie

Financial Planner
Atlanta, GA

loc:GA

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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

Dir. Estate/Trust Planning and Estate Settlement
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

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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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PW:True


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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David Doverspike

Family Office Planning Specialist
Atlanta, GA

loc:GA

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PW:True


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Mark Elam

Investment Strategist
Atlanta, GA

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Sam Erdman

Private Wealth Advisor
Baltimore, MD

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Mike Evans

Financial Advisor
Indianapolis, IN

loc:IN

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John Faber

Sr. Private Wealth Advisor
Holland, MI

loc:MI

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Mark Farrell

Private Wealth Advisor
Indianapolis, IN

loc:IN

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Bob Fox

Sr. Financial Planner
Indianapolis, IN

loc:IN

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Phil Fox

Sr. Private Wealth Advisor
Indianapolis, IN

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Zack Fulmer

Managing Director
Orlando, FL

loc:FL

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Jason Gehl

Sr. Private Wealth Advisor
Phoenix, AZ

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Charlie Germany

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

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Jamey Gibson

Financial Advisor
Atlanta, GA

loc:GA

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Greg Gilbert

Managing Director, East U.S. Region
Atlanta, GA

loc:GA

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Scott Goldsmith

Sr. Financial Advisor
Indianapolis, IN

loc:IN

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Michael Graber

Private Wealth Advisor
Indianapolis, IN

loc:IN

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Aaron Groen

Private Wealth Advisor
Baltimore, MD

loc:MD

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Dan Grover

Sr. Private Wealth Advisor
Charlotte, NC

loc:NC

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Roger Gum, III

Sr. Private Wealth Advisor
Charlotte, NC

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Mike Haddad

Managing Director
Orange County, CA

loc:CA

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Corey Harper

Private Wealth Advisor
Indianapolis, IN

loc:IN

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Donna Hasbach

Technical Advisor
Phoenix, AZ

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Joe Helms

Sr. Partner, Sr. Private Wealth Advisor
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

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Derek Irish

Managing Director, West U.S. Region
Houston, TX

loc:TX

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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

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George Kawasaki

Managing Director
Chicago, IL

loc:IL

tax:False

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PW:True


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, Central U.S. Region
Indianapolis, IN

loc:IN

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Curt Knorr

Sr. Partner of Investment Management
Atlanta, GA

loc:HO

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Paul Kraus

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

loc:FL

tax:False

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Keith Kreb

Sr. Private Wealth Advisor
Chicago, IL

loc:IL

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David Kruis

Private Wealth Advisor
Holland, MI

loc:MI

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Kyle Kutz

Estate and Trust Administration Specialist
Atlanta, GA

loc:GA

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Connor Lowery

Sr. Financial Planner
Nashville, TN

loc:TN

tax:False

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M

Derek MacArthur

Operations Manager
Atlanta, GA

loc:HO

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Kerry Mallory

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

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Nathan Manahan

Investment Strategist
Atlanta, GA

loc:HO

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Sean Mansell

Manager, Branch Operations
Indianapolis, IN

loc:IN

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Scott Martin

Private Wealth Advisor
Atlanta, GA

loc:GA

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Ed McCahill

Private Wealth Advisor
Seattle, WA

loc:WA

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Brian McClard

Director, Investment Strategy Group
Atlanta, GA

loc:HO

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Nolan McClure

Financial Advisor
Atlanta, GA

loc:GA

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Laurie McRae

Family Office Advisor
Atlanta, GA

loc:GA

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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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Susie Miller

Sr. Private Wealth Advisor
Atlanta, GA

loc:GA

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Byron Nelson

Sr. Private Wealth Advisor
Orange County, CA

loc:CA

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Mark Novotny

Sr. Partner, Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

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O

Paul O'Bold

Financial Planner
Indianapolis, IN

loc:IN

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P

Clint Park

Business Consulting Services Specialist
Atlanta, GA

loc:HO

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Neil Paur

Sr. Private Wealth Advisor
Orange County, CA

loc:CA

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Skip Perkins

Sr. Family Office Advisor
Atlanta, GA

loc:GA

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John Perry

Sr. Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

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PW:True


Amanda Phillips

Sr. Financial Planner
Indianapolis, IN

loc:IN

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Scott Pothoven

Private Wealth Advisor
Indianapolis, IN

loc:IN

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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

ES:False

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PW:True


Hunter Pugh

Managing Director
Charlotte, NC

loc:NC

tax:False

ES:False

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PW:True


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Randy Schroeder

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

loc:TX

tax:False

ES:False

PA:

FO:

PW:True


Chris Scotchler

Managing Director
Seattle, WA

loc:WA

tax:False

ES:False

PA:

FO:

PW:True


Mike Searcy

Managing Director
Phoenix, AZ

loc:AZ

tax:False

ES:False

PA:

FO:

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

PA:

FO:

PW:True


Brian Shepler

President, EVP Client Services
Atlanta, GA

loc:HO

tax:False

ES:False

PA:

FO:

PW:


Mike Sobieski

Technical Advisor
Phoenix, AZ

loc:AZ

tax:False

ES:False

PA:

FO:

PW:True


David Souders

Private Wealth Advisor
Orlando, FL

loc:FL

tax:False

ES:False

PA:

FO:

PW:True


Jamie Spruyt

Sr. Investment Strategist
Atlanta, GA

loc:HO

tax:False

ES:False

PA:

FO:

PW:


Bob Stoddard

Managing Director
Montgomery, AL

loc:AL

tax:False

ES:False

PA:

FO:

PW:True


T

Sherry Teat

Sr. Private Wealth Advisor
Charlotte, NC

loc:NC

tax:False

ES:False

PA:

FO:

PW:True


Greg Tutino

Managing Director
Baltimore, MD

loc:MD

tax:False

ES:False

PA:

FO:

PW:True


V

Eric VandenBerg

Sr. 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

Sr. 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

Sr. Partner, Sr. Private Wealth Advisor
Nashville, TN

loc:TN

tax:False

ES:False

PA:

FO:

PW:True


Jim Wise

Sr. Partner, Sr. Private Wealth Advisor
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

PA:

FO:

PW:


Y

John Yukawa

Sr. Private Wealth Advisor
Chicago, IL

loc:IL

tax:False

ES:False

PA:

FO:

PW:True


Matt Yung

Operations Manager
Atlanta, GA

loc:GA

tax:False

ES:True

PA:

FO:

PW:


Z

Janine Zeltwanger

Sr. Private Wealth Advisor
Indianapolis, IN

loc:IN

tax:False

ES:False

PA:

FO:

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.

Ronald Blue Trust 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. We build relationships of trust with our clients, speaking to some of the most financially intimate areas of their lives.

Ronald Blue Trust offers fee-only financial advisory services and has over $8 billion of assets under management and advisement and serves over 8,000 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 12/31/17 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.

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Orange County Office
20 Pacifica
Suite 560
Irvine, CA 92618

Phone: 949.404.5070
Fax: 855.969.2078 

Advisors for this Location

Orange County Office

The Orange County office offers wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum in these key areas:

  • Financial, retirement, and estate planning
  • Investment management and solutions
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Bill paying services
  • Family office services
  • Business consulting services
  • Institutional client services

The Orange County office was established as a branch of Ronald Blue & Co. by George Andrews in 1993, allowing the firm to realize its vision of opening an office to clients on the west coast. George led the growth of the Orange County office for over 22 years before transitioning the role of Managing Director to Mike Haddad in 2016. Led by Mike, the Orange County office of Ronald Blue Trust draws from a wealth of experienced and dedicated professionals as they not only serve Southern California clientele but have many nationwide client relationships as well.



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)


JUNE 19, 2018
Ronald Blue Trust Offers Financial Guidance to Faith Leaders through Partnership with ChurchSalary Tool
Ronald Blue Trust has partnered with Church Law & Tax, a publication of Christianity Today, to provide content for ChurchSalary. Released this month, the tool features compensation best practices and guidance on personal financial topics, including budgeting, debt management and retirement planning.

MARCH 3, 2018
Ronald Blue Trust Appoints New Leaders to Help Support Continued Growth
Ronald Blue Trust has named three of its managing directors to newly created regional managing director roles, to support its continued growth in helping clients make financial decisions in keeping with their faith and values.

JANUARY 1, 2018
Ronald Blue Trust Names New Managing Directors to Help Ensure Continued Excellence
Ronald Blue Trust has promoted three of its leading advisors to managing director roles, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.

OCTOBER 31, 2017
Thrivent Trust Company Welcomes New Board Members
Thrivent Trust Company has welcomed three new board members to help guide the company’s leadership team as they work to enable clients to make financial decisions consistent with their faith and values. Joining the board are former corporate attorney Kim King, pastor and author Dr. Crawford W. Loritts, and former gubernatorial Deputy Chief of Staff Marilee J. Springer.

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.

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