Families & Estates

During the course of your family's life, few factors will have as far-reaching an impact as finances. Our team takes the time to understand you and your goals. It’s the best way, and perhaps the only way, we can get a true picture of how to help you with a long-term wealth building and protection strategy.

Sometimes the events that require big decisions come unexpectedly, some are out of our control, and some we see at a great distance but sense that they will be here before we know it. Regardless of how they come to pass, each of these events would benefit from wise counsel from a biblical and technical planning perspective.

With Ronald Blue & Co. CPAs and Consultants, you get a team that’s as dedicated to your success as you are. Working as your sole professional, or alongside the rest of your current financial team, we strive to provide a comprehensive approach to building and enhancing your wealth.

For your peace of mind, know that we’re always here for you – so when your situations change or questions come up, one of our professionals will always be ready to provide the advice you need.

 

“No independent financial decisions” also means “no one person’s point of view.” What that means for you is that we serve each client with a team of people whose experience and skill cross the disciplines needed for comprehensive, integrated financial management. The team approach saves time, missed opportunities are avoided, and clarity and simplicity are enhanced.

Each client team is led by a Private Wealth Advisor with significant experience in coordinating a client’s needs across all of our services and in leading members of a team to serve each client’s unique needs. He or she is your primary point of contact. Our advisors are focused on leading clients towards financial peace of mind through wise and objective counsel. The desire we have is for clients to be free to invest their lives in what matters most. Knowing that no two situations are the same, we focus on listening to our clients and asking the right questions.

This process allows us to deliver years of wisdom and experience tailored to the individual goals and desires of each client. Watch this video of some of our advisors talking about their relationships with clients.

Your advisor is supported by a Financial Planner and a Client Service Assistant. The planner is dedicated to helping the advisor with defining clients’ financial goals, problem solving and creating comprehensive financial plans. The client service assistant handles many of the administrative responsibilities including scheduling meetings and processing paperwork. In addition, your team relies on the expertise of our Investment Strategy and Estate Planning groups and, as needed, those in our Business Services Consulting team. With the depth and breadth of experienced talent at Ronald Blue & Co., we are able to integrate many of the services you may need while still giving you the high-touch, small-team approach – and all inside the environment of a firm deeply rooted in guiding principles.

We invite you to read about our division’s leadership team and learn more about the breadth and depth of their experience and skills. In addition, you can view our locations and find an advisor.


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Brian Shepler

Chief Financial Officer, EVP Client Services, Principal
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Greg Gilbert, CIMA®

Managing Director, Principal
Atlanta, GA
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Greg Tutino, CFP®

Managing Director, Principal
Baltimore, MD
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Hunter Pugh, CFP®

Managing Director, Principal
Charlotte, NC
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George Kawasaki, CPA

Managing Director, Principal
Chicago, IL
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Kevin Klok, CFP®

Managing Director, Principal
Holland , MI
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Randy Schroeder, CFP®

Managing Director, Principal
Houston, TX
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Aaron Klopfenstein, CFP®

Managing Director, Principal
Indianapolis, IN
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Bobby Stoddard, CPA

Managing Director, Principal
Montgomery, AL
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Bruce Williams, CFP®, CPA

Managing Director, Principal
Nashville, TN
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Jim Wise, CFP®, CAP, ChFC, CLU

Managing Director, Principal
Orlando , FL
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George Andrews, CFP®

Managing Director, Principal
Orange County, CA
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Mike Searcy, ChFC

Managing Director, Principal
Phoenix, AZ
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Joseph Helms, CFP®

Managing Director, Principal
Seattle , WA
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