Ronald Blue & Co.
Industry: Company
DescriptionFounded: 1979 Parent organization: Thrivent Trust Company Subsidiary: Ronald Blue & Co., LLC, Asset Management Arm
Ronald Blue & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ronald Blue & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ronald Blue & Co. Salaries. You can even request information on how much does Ronald Blue & Co. pay if you want to. Learn about salaries, pros and cons of working for Ronald Blue & Co. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
177 Ronald Blue & Co. employees in database. Find out everything there's to know about Ronald Blue & Co. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ronald Blue & Co. Employees
Employee
Years
Job
Industry
Fran LaMattina Fran LaMattina's Ronald Blue & Co. Experience 1992 - 1998
Job Leadership Coach at Strategies for Greatness, LLC
Industry Professional Training & Coaching
Experience
Strategies for Greatness, LLC December 1998 - Present
North Point Ministries, Inc. August 1999 - December 2011
Ronald Blue & Co. 1992 - 1998
Skills
Coaching, Executive Coaching, Leadership Development, Public Speaking, Leadership, Training, Career Development, Team Building, Life Coaching, Entrepreneurship, Nonprofits, Personal Development, Organizational..., Marketing Strategy, Strategic Planning, Strategy, Career Counseling, Change Management, Performance Management, Volunteer Management, Fundraising, Event Management, Conflict Resolution, MBTI, Workshop Facilitation, Executive Development, Emotional Intelligence, Career Development..., Career Assessment, 360 Feedback, Career Management, Business Coaching, Culture Change, Organizational..., Staff Development, Management Development, Job Search Strategies, Personal Branding, Resume Writing, Motivational Speaking, Job Coaching, Lifestyle Coaching, Instructional Design, Performance Improvement, Interview Preparation, Organizational Design, Human Capital, Experiential Learning, Employee Training, Succession Planning
Education
Purdue University - Krannert School of Management 1974 — 1975
Master of Science (M.S.), Industrial Relations
Strategies for Greatness, LLC December 1998 - Present
North Point Ministries, Inc. August 1999 - December 2011
Ronald Blue & Co. 1992 - 1998
Skills
Coaching, Executive Coaching, Leadership Development, Public Speaking, Leadership, Training, Career Development, Team Building, Life Coaching, Entrepreneurship, Nonprofits, Personal Development, Organizational..., Marketing Strategy, Strategic Planning, Strategy, Career Counseling, Change Management, Performance Management, Volunteer Management, Fundraising, Event Management, Conflict Resolution, MBTI, Workshop Facilitation, Executive Development, Emotional Intelligence, Career Development..., Career Assessment, 360 Feedback, Career Management, Business Coaching, Culture Change, Organizational..., Staff Development, Management Development, Job Search Strategies, Personal Branding, Resume Writing, Motivational Speaking, Job Coaching, Lifestyle Coaching, Instructional Design, Performance Improvement, Interview Preparation, Organizational Design, Human Capital, Experiential Learning, Employee Training, Succession Planning
Education
Purdue University - Krannert School of Management 1974 — 1975
Master of Science (M.S.), Industrial Relations
Stephen Carr, CFA Stephen Carr, CFA's Ronald Blue & Co. Experience July 2005 - November 2007
Job Partner & Director of Research at Peloton Wealth Strategists
Industry Investment Management
Experience
Peloton Wealth Strategists January 2010 - Present
Winthrop Capital Management November 2007 - December 2009
Ronald Blue & Co. July 2005 - November 2007
Goelzer Investment Management May 2002 - June 2005
Roberts, Glore & Co. August 1998 - January 2002
Skills
Wealth Management, Risk Management, Client Education, Economics, Portfolio Management, Valuation, Equity Research, Financial Modeling, Industry Analysis, Competitive Analysis, Fixed Income
Education
Loyola University Chicago 2001 — 2002
MBA, Finance & Derivative Markets
Taylor University 1989 — 1992
BA, Business Administration
Purdue University 1988 — 1989
Peloton Wealth Strategists January 2010 - Present
Winthrop Capital Management November 2007 - December 2009
Ronald Blue & Co. July 2005 - November 2007
Goelzer Investment Management May 2002 - June 2005
Roberts, Glore & Co. August 1998 - January 2002
Skills
Wealth Management, Risk Management, Client Education, Economics, Portfolio Management, Valuation, Equity Research, Financial Modeling, Industry Analysis, Competitive Analysis, Fixed Income
Education
Loyola University Chicago 2001 — 2002
MBA, Finance & Derivative Markets
Taylor University 1989 — 1992
BA, Business Administration
Purdue University 1988 — 1989
Eric VandenBerg, CPA Eric VandenBerg, CPA's Ronald Blue & Co. Experience January 2014 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2014 - Present
BDO USA, LLP December 2012 - November 2013
PriceWaterhouseCoopers November 2010 - November 2012
Superior Ambulance Service, Inc July 2009 - October 2010
Education
Trinity Christian College 2005 — 2009
BS, Accountancy
Unity Christian High School
Ronald Blue & Co. January 2014 - Present
BDO USA, LLP December 2012 - November 2013
PriceWaterhouseCoopers November 2010 - November 2012
Superior Ambulance Service, Inc July 2009 - October 2010
Education
Trinity Christian College 2005 — 2009
BS, Accountancy
Unity Christian High School
Kim Millholland Kim Millholland's Ronald Blue & Co. Experience January 2010 - May 2010
Job Payroll and Human Resource Coordinator at Pegasus Support Services, LLC
Industry Human Resources
Experience
Pegasus Support Services, LLC May 2014 - Present
ADP May 2012 - May 2014
SleepMed Therapy Services May 2010 - May 2012
Ronald Blue & Co. January 2010 - May 2010
EmbroidMe August 2009 - January 2010
The Kings Academy August 2007 - May 2009
Crown Athletics August 2006 - May 2009
Bosworth Academy September 1996 - May 2009
Turner Broadcasting Studios January 1989 - January 1991
Chegwidden, Dorsey and Holmes - Architects and January 1985 - January 1989
Skills
Customer Service, Social Media, Fundraising, Management, Training, Microsoft Office, Time Management, Payroll, Team Building
Education
Kennesaw State University 1981 — 1983
Assoc., Data Processing
Pegasus Support Services, LLC May 2014 - Present
ADP May 2012 - May 2014
SleepMed Therapy Services May 2010 - May 2012
Ronald Blue & Co. January 2010 - May 2010
EmbroidMe August 2009 - January 2010
The Kings Academy August 2007 - May 2009
Crown Athletics August 2006 - May 2009
Bosworth Academy September 1996 - May 2009
Turner Broadcasting Studios January 1989 - January 1991
Chegwidden, Dorsey and Holmes - Architects and January 1985 - January 1989
Skills
Customer Service, Social Media, Fundraising, Management, Training, Microsoft Office, Time Management, Payroll, Team Building
Education
Kennesaw State University 1981 — 1983
Assoc., Data Processing
Carol Jackovich, CFP®, MBA Carol Jackovich, CFP®, MBA's Ronald Blue & Co. Experience April 1998 - Present
Job Financial Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. April 1998 - Present
Texas Instruments 1994 - 1998
Texas Instruments 1993 - 1994
Texas Instruments 1990 - 1993
Texas Instruments 1988 - 1990
Education
The University of Dallas 1991 — 1994
MBA
Auburn University 1984 — 1988
BS Electrical Engineering
Ronald Blue & Co. April 1998 - Present
Texas Instruments 1994 - 1998
Texas Instruments 1993 - 1994
Texas Instruments 1990 - 1993
Texas Instruments 1988 - 1990
Education
The University of Dallas 1991 — 1994
MBA
Auburn University 1984 — 1988
BS Electrical Engineering
Alice MacDonald's Ronald Blue & Co. Experience August 2011 - Present
Job Financial Planning Associate at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. August 2011 - Present
Fankhauser Property Group March 2007 - July 2010
Epcon Communities December 2000 - September 2006
The Zale Companies October 1995 - October 2000
Estates Windows September 1992 - October 1995
The Zale Companies May 1989 - May 1992
Niagara Mohawk Power Corporation February 1989 - May 1989
Illinois Power Company February 1986 - January 1989
Education
Indiana University of Pennsylvania
BS, Elementary Education
California University of Pennsylvania
Masters courses in Education
Ronald Blue & Co. August 2011 - Present
Fankhauser Property Group March 2007 - July 2010
Epcon Communities December 2000 - September 2006
The Zale Companies October 1995 - October 2000
Estates Windows September 1992 - October 1995
The Zale Companies May 1989 - May 1992
Niagara Mohawk Power Corporation February 1989 - May 1989
Illinois Power Company February 1986 - January 1989
Education
Indiana University of Pennsylvania
BS, Elementary Education
California University of Pennsylvania
Masters courses in Education
Justin Moates Justin Moates's Ronald Blue & Co. Experience 1999 - 2000
Job Associate Broker at Atlanta Fine Homes Sotheby's International Realty
Industry Real Estate
Experience
Atlanta Fine Homes Sotheby's International Realty 2015 - Present
Harry Norman, Realtors 2013 - 2015
The Fellows Initiative 2011 - 2012
Third Millennium Ministries 2008 - 2011
The Colonial Company 2004 - 2008
Diversified Financial Group LLC 2000 - 2004
Ronald Blue & Co. 1999 - 2000
Alpine Camp for Boys 1995 - 1995
Skills
Non-profits, Public Speaking, Fundraising, Leadership Development, Community Outreach, Volunteer Management, Strategic Planning, Event Planning, Public Relations, Team Building, Social Media, Teaching, Marketing Strategy, Marketing, Event Management, Nonprofits, Research, Team Leadership, Leadership, Social Networking, Social Media Marketing, Editing, Customer Service, Organizational..., Entrepreneurship, Coaching, Budgets, Management, Marketing Communications, Small Business, Training, Theology, Start-ups, Business Development, Blogging, Strategy, Microsoft Office, Business Planning, Real Estate, Investments, Business Strategy, Selling, Sales, Contract Negotiation
Education
Auburn University 1994 — 1998
BSBA, Finance
Samford University 1993 — 1994
Enterprise
Atlanta Fine Homes Sotheby's International Realty 2015 - Present
Harry Norman, Realtors 2013 - 2015
The Fellows Initiative 2011 - 2012
Third Millennium Ministries 2008 - 2011
The Colonial Company 2004 - 2008
Diversified Financial Group LLC 2000 - 2004
Ronald Blue & Co. 1999 - 2000
Alpine Camp for Boys 1995 - 1995
Skills
Non-profits, Public Speaking, Fundraising, Leadership Development, Community Outreach, Volunteer Management, Strategic Planning, Event Planning, Public Relations, Team Building, Social Media, Teaching, Marketing Strategy, Marketing, Event Management, Nonprofits, Research, Team Leadership, Leadership, Social Networking, Social Media Marketing, Editing, Customer Service, Organizational..., Entrepreneurship, Coaching, Budgets, Management, Marketing Communications, Small Business, Training, Theology, Start-ups, Business Development, Blogging, Strategy, Microsoft Office, Business Planning, Real Estate, Investments, Business Strategy, Selling, Sales, Contract Negotiation
Education
Auburn University 1994 — 1998
BSBA, Finance
Samford University 1993 — 1994
Enterprise
David Doverspike's Ronald Blue & Co. Experience January 2015 - Present
Job Family Office Planning Specialist at Ronald Blue & Company
Industry Financial Services
Experience
Ronald Blue & Co. January 2015 - Present
John David Doverspike, Sr., P.C. August 2014 - Present
Boyd Law Group July 2013 - August 2013
US Navy May 2013 - June 2013
Honorable John Henry England June 2012 - July 2012
University of Alabama NCAA Compliance Department May 2012 - June 2012
John David Doverspike, Sr. P.C. January 2011 - July 2011
MassMutual Financial Group May 2010 - July 2010
Viall Insurance Agency June 2009 - July 2009
John David Doverspike, Sr., P.C. May 2008 - August 2008
Skills
Business Law, Tax Law, Estate Tax Planning, Business Planning, Strategic Planning, Legal Research, Legal Writing, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Public Speaking, Leadership, Leadership Development, Budgets, Team Building, Conflict Resolution, Social Media
Education
The University of Alabama School of Law 2012 — 2014
Master of Laws (LL.M.), Taxation, 3.753
The University of Alabama School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Georgia 2008 — 2010
BBA & BSE, Risk Management/Insurance & Sport Management, GPA: 3.88
Appalachian State University 2006 — 2008
GPA: 3.99
Ronald Blue & Co. January 2015 - Present
John David Doverspike, Sr., P.C. August 2014 - Present
Boyd Law Group July 2013 - August 2013
US Navy May 2013 - June 2013
Honorable John Henry England June 2012 - July 2012
University of Alabama NCAA Compliance Department May 2012 - June 2012
John David Doverspike, Sr. P.C. January 2011 - July 2011
MassMutual Financial Group May 2010 - July 2010
Viall Insurance Agency June 2009 - July 2009
John David Doverspike, Sr., P.C. May 2008 - August 2008
Skills
Business Law, Tax Law, Estate Tax Planning, Business Planning, Strategic Planning, Legal Research, Legal Writing, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Public Speaking, Leadership, Leadership Development, Budgets, Team Building, Conflict Resolution, Social Media
Education
The University of Alabama School of Law 2012 — 2014
Master of Laws (LL.M.), Taxation, 3.753
The University of Alabama School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Georgia 2008 — 2010
BBA & BSE, Risk Management/Insurance & Sport Management, GPA: 3.88
Appalachian State University 2006 — 2008
GPA: 3.99
Rosa Murphy Rosa Murphy's Ronald Blue & Co. Experience January 2005 - October 2007
Job Tax Manager, Tax Technology Practice at KPMG
Industry Accounting
Experience
KPMG, LLP October 2010 - Present
KPMG, LLP October 2007 - September 2010
Ronald Blue & Co. January 2005 - October 2007
Skills
Tax, International Tax, Tax Accounting, CPA, Financial Reporting, Microsoft Excel, Partnership Taxation, Tax Software Solutions, Training, Financial Analysis
Education
Biola University 2001 — 2005
Bachelor of Science, Business: Accounting
Riverside Community College 2002 — 2002
Study Abroad Program, Oxford, England
Rubidoux High School 1997 — 2001
KPMG, LLP October 2010 - Present
KPMG, LLP October 2007 - September 2010
Ronald Blue & Co. January 2005 - October 2007
Skills
Tax, International Tax, Tax Accounting, CPA, Financial Reporting, Microsoft Excel, Partnership Taxation, Tax Software Solutions, Training, Financial Analysis
Education
Biola University 2001 — 2005
Bachelor of Science, Business: Accounting
Riverside Community College 2002 — 2002
Study Abroad Program, Oxford, England
Rubidoux High School 1997 — 2001
Doug Wilson's Ronald Blue & Co. Experience January 2000 - February 2002
Job Executive Chairman, Monon Capital LLC
Industry Venture Capital & Private Equity
Experience
Monon Capital LLC 2014 - Present
Sagamore Institute September 2004 - Present
The Trinity Forum 2004 - Present
International Arts Movement March 2008 - Present
Hillenbrand Inc. March 2008 - June 2014
Boston Scientific April 2006 - May 2007
Guidant Corporation February 2002 - April 2006
Ronald Blue & Co. January 2000 - February 2002
Eli Lilly May 1980 - February 2000
Skills
Acquisition Integration, B2B, Board of Director..., Business Strategy, Business, CRM, Consulting, Continuous Improvement, Corporate Governance, Divestitures, Employee Engagement, Enterprise Software, Executive Management, Fundraising, Human Resources, Integration, Investments, Leadership, Leadership Development, Management, Marketing Strategy, Mergers, Mergers, Nonprofits, Organizational Design, Organizational..., Philanthropy, Program Management, Public Speaking, Social Media, Start-ups, Strategic Planning, Strategy, Succession Planning, Talent Management, Team Building, Mergers & Acquisitions, Board of Directors
Education
Ball State University 1978 — 1980
Master's Degree, Economics
Ball State University 1970 — 1974
Bachelor's Degree
Monon Capital LLC 2014 - Present
Sagamore Institute September 2004 - Present
The Trinity Forum 2004 - Present
International Arts Movement March 2008 - Present
Hillenbrand Inc. March 2008 - June 2014
Boston Scientific April 2006 - May 2007
Guidant Corporation February 2002 - April 2006
Ronald Blue & Co. January 2000 - February 2002
Eli Lilly May 1980 - February 2000
Skills
Acquisition Integration, B2B, Board of Director..., Business Strategy, Business, CRM, Consulting, Continuous Improvement, Corporate Governance, Divestitures, Employee Engagement, Enterprise Software, Executive Management, Fundraising, Human Resources, Integration, Investments, Leadership, Leadership Development, Management, Marketing Strategy, Mergers, Mergers, Nonprofits, Organizational Design, Organizational..., Philanthropy, Program Management, Public Speaking, Social Media, Start-ups, Strategic Planning, Strategy, Succession Planning, Talent Management, Team Building, Mergers & Acquisitions, Board of Directors
Education
Ball State University 1978 — 1980
Master's Degree, Economics
Ball State University 1970 — 1974
Bachelor's Degree
Jordan Andrews, CFP® Jordan Andrews, CFP®'s Ronald Blue & Co. Experience September 2010 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2010 - Present
Skills
Wealth Management, Estate Planning, Investments, Financial Advisory, Retirement Planning, Personal Finance
Education
The Master's College 2008 — 2010
B.S. Business Administration, Management
Concordia University-Irvine 2008 — 2008
Finance, General
Santiago Canyon College 2006 — 2008
Associate's degree, Business Administration and Management, General
Nebraska Wesleyan University 2005 — 2006
Liberal Arts and Sciences, General Studies and Humanities
Ronald Blue & Co. September 2010 - Present
Skills
Wealth Management, Estate Planning, Investments, Financial Advisory, Retirement Planning, Personal Finance
Education
The Master's College 2008 — 2010
B.S. Business Administration, Management
Concordia University-Irvine 2008 — 2008
Finance, General
Santiago Canyon College 2006 — 2008
Associate's degree, Business Administration and Management, General
Nebraska Wesleyan University 2005 — 2006
Liberal Arts and Sciences, General Studies and Humanities
Julie Apple's Ronald Blue & Co. Experience July 2005 - August 2008
Job Owner/Certified Personal Trainer/Certified Health Coach at Japple Fitness LLC
Industry Health, Wellness and Fitness
Experience
Japple Fitness LLC June 2011 - Present
Get In Shape For Women August 2011 - January 2014
Banana Republic October 2007 - April 2013
Get In Shape For Women April 2012 - December 2012
Ryan Homes August 2008 - October 2010
Ronald Blue & Co. July 2005 - August 2008
Skills
Health, Fitness, Nutrition, Weight Loss, Personal Training, Wellness Coaching, Exercise Physiology, Social Media, Strength Training, Customer Service, Wellness, Sports, Sports Nutrition, Health Education, Health Promotion, Athletic Training
Education
Palm Beach Atlantic University 2001 — 2005
Bachelor of Science, Business, Finance, Accounting, Religious Studies
Charlotte Christian School 1996 — 2001
Japple Fitness LLC June 2011 - Present
Get In Shape For Women August 2011 - January 2014
Banana Republic October 2007 - April 2013
Get In Shape For Women April 2012 - December 2012
Ryan Homes August 2008 - October 2010
Ronald Blue & Co. July 2005 - August 2008
Skills
Health, Fitness, Nutrition, Weight Loss, Personal Training, Wellness Coaching, Exercise Physiology, Social Media, Strength Training, Customer Service, Wellness, Sports, Sports Nutrition, Health Education, Health Promotion, Athletic Training
Education
Palm Beach Atlantic University 2001 — 2005
Bachelor of Science, Business, Finance, Accounting, Religious Studies
Charlotte Christian School 1996 — 2001
Jerry Bowyer Jerry Bowyer's Ronald Blue & Co. Experience 2008 - Present
Job Economist, Forbes Contributor, Husband, Father, Disciple and not in that order.
Industry Research
Experience
Forbes Magazine 2007 - Present
Liberty Alliance, LLC August 2013 - Present
Bowyer Research June 2013 - Present
Ronald Blue & Co. 2008 - Present
Bowyer Media 2000 - 2013
CNBC 2007 - 2010
Salem Communictions 2006 - 2007
Christian Statesman Journal 1992 - 1994
Arthur Andersen & Co. 1988 - 1990
Skills
Strategic Planning, Radio, Research, Politics, Public Speaking, Social Media, Editing, Entrepreneurship, Strategic Communications, Public Relations, Copywriting, Corporate Communications, Media Relations, Fundraising, Blogging, Nonprofits, Social Networking, International Relations, Policy Analysis, Newsletters, Journalism, Press Releases, Public Policy, Speech Writing, Investments, Economics, Community Outreach, Options, Publishing, Editorial, Broadcast, Video Production, Finance, Asset Management
Education
Robert Morris University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Financial Accounting
Duquesne University 1981 — 1984
Robert Morris University
Bachelor's degree, Financial Accounting
Forbes Magazine 2007 - Present
Liberty Alliance, LLC August 2013 - Present
Bowyer Research June 2013 - Present
Ronald Blue & Co. 2008 - Present
Bowyer Media 2000 - 2013
CNBC 2007 - 2010
Salem Communictions 2006 - 2007
Christian Statesman Journal 1992 - 1994
Arthur Andersen & Co. 1988 - 1990
Skills
Strategic Planning, Radio, Research, Politics, Public Speaking, Social Media, Editing, Entrepreneurship, Strategic Communications, Public Relations, Copywriting, Corporate Communications, Media Relations, Fundraising, Blogging, Nonprofits, Social Networking, International Relations, Policy Analysis, Newsletters, Journalism, Press Releases, Public Policy, Speech Writing, Investments, Economics, Community Outreach, Options, Publishing, Editorial, Broadcast, Video Production, Finance, Asset Management
Education
Robert Morris University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Financial Accounting
Duquesne University 1981 — 1984
Robert Morris University
Bachelor's degree, Financial Accounting
John Miley John Miley's Ronald Blue & Co. Experience May 2009 - August 2009
Job Business Systems Analyst at Roche Diagnostics
Industry Information Technology and Services
Experience
Roche Diagnostics May 2015 - Present
Target July 2014 - March 2015
Cru August 2013 - May 2014
Target June 2013 - August 2013
Kohl's Department Stores May 2012 - August 2012
Indiana University School of Informatics and Computing February 2012 - May 2012
Finish Line May 2010 - August 2010
Ronald Blue & Co. May 2009 - August 2009
ChaCha May 2009 - August 2009
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS)
Universidad de Salamanca 2011 — 2011
Heritage Christian School 2005 — 2009
Roche Diagnostics May 2015 - Present
Target July 2014 - March 2015
Cru August 2013 - May 2014
Target June 2013 - August 2013
Kohl's Department Stores May 2012 - August 2012
Indiana University School of Informatics and Computing February 2012 - May 2012
Finish Line May 2010 - August 2010
Ronald Blue & Co. May 2009 - August 2009
ChaCha May 2009 - August 2009
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS)
Universidad de Salamanca 2011 — 2011
Heritage Christian School 2005 — 2009
Lisa J. Hopcroft, CFP(R)'s Ronald Blue & Co. Experience August 2005 - Present
Job Financial Advisor at Ronald Blue & Co.
Industry Investment Management
Experience
Ronald Blue & Co. August 2005 - Present
Skills
Wealth Management, Portfolio Management, Personal Finance, Risk Management, Estate Planning, Retirement Planning, High Net Worth..., Team Management
Education
Nova Southeastern University 1994 — 1996
Bachelor of Science, Management
Ronald Blue & Co. August 2005 - Present
Skills
Wealth Management, Portfolio Management, Personal Finance, Risk Management, Estate Planning, Retirement Planning, High Net Worth..., Team Management
Education
Nova Southeastern University 1994 — 1996
Bachelor of Science, Management
Joshua Suddath Joshua Suddath's Ronald Blue & Co. Experience January 2008 - May 2010
Job Youth Pastor at Fellowship Community Church
Industry Professional Training & Coaching
Experience
Fellowship Community Church November 2013 - Present
Self-employed 2010 - Present
Christian Heritage School August 2010 - May 2012
Ronald Blue & Co. January 2008 - May 2010
Skills
Public Speaking, Personal Development, Training, Teaching
Education
Covenant College 2003 — 2007
Bachelor of Arts (B.A.), Business
Fellowship Community Church November 2013 - Present
Self-employed 2010 - Present
Christian Heritage School August 2010 - May 2012
Ronald Blue & Co. January 2008 - May 2010
Skills
Public Speaking, Personal Development, Training, Teaching
Education
Covenant College 2003 — 2007
Bachelor of Arts (B.A.), Business
Andy Golden ☁ Andy Golden ☁'s Ronald Blue & Co. Experience March 2007 - June 2009
Job Director of Experience Marketing at Skuid
Industry Financial Services
Experience
Skuid June 2015 - Present
Baylor School October 2012 - Present
Skuid May 2014 - June 2015
SIGNiX November 2011 - May 2014
YMCA March 2010 - November 2011
ACCION USA February 2010 - July 2010
Bean Work Play Cafe January 2010 - June 2010
Land of 1000 Hills May 2009 - January 2010
Ronald Blue & Co. March 2007 - June 2009
Jasper Banking Company May 2005 - December 2006
Skills
Salesforce.com, Entrepreneurship, Start-ups, Marketing, Social Networking, Management, Leadership, New Business Development, Lead Generation, Business Development, Customer Service, Email Marketing, Digital Signatures, SaaS, Market Research, Small Business, Social Media Marketing, Coaching, Financial Analysis, Business Strategy, Strategy, Customer Experience, NPO, Grants
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
BBA - Finance, Corporate Finance, Global Portfolio Management, International Finance, Spanish, Management Decisions
Skuid June 2015 - Present
Baylor School October 2012 - Present
Skuid May 2014 - June 2015
SIGNiX November 2011 - May 2014
YMCA March 2010 - November 2011
ACCION USA February 2010 - July 2010
Bean Work Play Cafe January 2010 - June 2010
Land of 1000 Hills May 2009 - January 2010
Ronald Blue & Co. March 2007 - June 2009
Jasper Banking Company May 2005 - December 2006
Skills
Salesforce.com, Entrepreneurship, Start-ups, Marketing, Social Networking, Management, Leadership, New Business Development, Lead Generation, Business Development, Customer Service, Email Marketing, Digital Signatures, SaaS, Market Research, Small Business, Social Media Marketing, Coaching, Financial Analysis, Business Strategy, Strategy, Customer Experience, NPO, Grants
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
BBA - Finance, Corporate Finance, Global Portfolio Management, International Finance, Spanish, Management Decisions
Grace Pulliam, CPA's Ronald Blue & Co. Experience July 2013 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Accounting
Experience
Ronald Blue & Co. July 2013 - Present
Grove City College March 2011 - May 2013
Capin Crouse LLP June 2012 - August 2012
Grossman Yanak & Ford LLP July 2011 - August 2011
Sevenish Law November 2007 - August 2009
Education
Grove City College 2009 — 2013
Bachelor's degree, Accounting and Finance
Ronald Blue & Co. July 2013 - Present
Grove City College March 2011 - May 2013
Capin Crouse LLP June 2012 - August 2012
Grossman Yanak & Ford LLP July 2011 - August 2011
Sevenish Law November 2007 - August 2009
Education
Grove City College 2009 — 2013
Bachelor's degree, Accounting and Finance
Ashley Weeks Ashley Weeks's Ronald Blue & Co. Experience May 2013 - Present
Job JD, CPA
Industry Financial Services
Experience
Ronald Blue & Co. May 2013 - Present
Ernst & Young July 2012 - May 2013
Savage CPA August 2010 - June 2012
Bach James Mansour & Co CPA May 2009 - July 2009
Skills
Tax Law, Fiduciary Services, Estate Planning, Estate Administration
Education
Georgia State University College of Law 2009 — 2012
Juris Doctor
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Taxation
The Citadel 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
St. Pius X High School 2001 — 2005
Ronald Blue & Co. May 2013 - Present
Ernst & Young July 2012 - May 2013
Savage CPA August 2010 - June 2012
Bach James Mansour & Co CPA May 2009 - July 2009
Skills
Tax Law, Fiduciary Services, Estate Planning, Estate Administration
Education
Georgia State University College of Law 2009 — 2012
Juris Doctor
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Taxation
The Citadel 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
St. Pius X High School 2001 — 2005
Daniel Graff CFP® Daniel Graff CFP®'s Ronald Blue & Co. Experience February 2013 - July 2014
Job Director | Board Member | Advocate for Generosity | Lover of Behavioral Finance
Industry Financial Services
Experience
Weatherstone Capital Management July 2014 - Present
Ronald Blue & Co. February 2013 - July 2014
Ronald Blue & Co. October 2012 - February 2013
Ronald Blue & Co. November 2009 - October 2012
Foundation Mortgage Corporation June 2008 - January 2010
CityGate Mortage Company June 2007 - June 2008
Foundation Mortgage Corporation May 2003 - December 2007
Skills
Loans, Strategic Financial..., Wealth Management, Financial Advisory, Retirement, Financial Analysis, Financial Planners, Finance
Education
College for Financial Planning 2010 — 2012
Certified Financail Planner Certificate, Financail Planning
Clemson University 2003 — 2007
BS, Finance
Ben Lippen 1999 — 2003
Weatherstone Capital Management July 2014 - Present
Ronald Blue & Co. February 2013 - July 2014
Ronald Blue & Co. October 2012 - February 2013
Ronald Blue & Co. November 2009 - October 2012
Foundation Mortgage Corporation June 2008 - January 2010
CityGate Mortage Company June 2007 - June 2008
Foundation Mortgage Corporation May 2003 - December 2007
Skills
Loans, Strategic Financial..., Wealth Management, Financial Advisory, Retirement, Financial Analysis, Financial Planners, Finance
Education
College for Financial Planning 2010 — 2012
Certified Financail Planner Certificate, Financail Planning
Clemson University 2003 — 2007
BS, Finance
Ben Lippen 1999 — 2003
Tom Brooks Tom Brooks's Ronald Blue & Co. Experience 1999 - 2002
Job Experienced Valuation Specialist
Industry Accounting
Experience
Cherry Bekaert LLP October 2013 - Present
Grant Thornton November 2007 - October 2013
Reznick Group 2006 - 2007
Adams Capital 2002 - 2006
Ronald Blue & Co. 1999 - 2002
Coca-Cola Enterprises 1998 - 1999
KPMG 1994 - 1998
Skills
Valuation, Business Valuation, Financial Reporting, Financial Modeling, Accounting, Corporate Finance, Strategic Financial..., CPA
Education
Georgia Institute of Technology 1989 — 1994
BS, Management
Walton High School
Walton High School
Cherry Bekaert LLP October 2013 - Present
Grant Thornton November 2007 - October 2013
Reznick Group 2006 - 2007
Adams Capital 2002 - 2006
Ronald Blue & Co. 1999 - 2002
Coca-Cola Enterprises 1998 - 1999
KPMG 1994 - 1998
Skills
Valuation, Business Valuation, Financial Reporting, Financial Modeling, Accounting, Corporate Finance, Strategic Financial..., CPA
Education
Georgia Institute of Technology 1989 — 1994
BS, Management
Walton High School
Walton High School
Brad Schall, CFP®, CPA's Ronald Blue & Co. Experience July 2008 - Present
Job Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. July 2008 - Present
UBS Global Asset Management October 2006 - July 2008
Blue & Co., LLC August 2005 - October 2006
Heritage Christian School August 2002 - May 2005
Skills
Investments, Strategic Financial...
Education
INDIANA UNIVERSITY
Masters of Professional Accountancy (MPA), Accounting
Huntington College 1997 — 2002
Bachelor of Science, Business Education
Ronald Blue & Co. July 2008 - Present
UBS Global Asset Management October 2006 - July 2008
Blue & Co., LLC August 2005 - October 2006
Heritage Christian School August 2002 - May 2005
Skills
Investments, Strategic Financial...
Education
INDIANA UNIVERSITY
Masters of Professional Accountancy (MPA), Accounting
Huntington College 1997 — 2002
Bachelor of Science, Business Education
Dawn Ficklin Dawn Ficklin's Ronald Blue & Co. Experience 2003 - 2008
Job Investment Operations
Industry Investment Management
Experience
Westwood Holdings Group, Inc. June 2014 - Present
Fidelity Investments October 2012 - December 2013
The Independent Bankers Bank 2008 - 2012
Ronald Blue & Co. 2003 - 2008
Legacy Asset Management 2002 - 2004
AIG 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting
Prairie View A&M University
Accounting, Accounting and Business/Management
Westwood Holdings Group, Inc. June 2014 - Present
Fidelity Investments October 2012 - December 2013
The Independent Bankers Bank 2008 - 2012
Ronald Blue & Co. 2003 - 2008
Legacy Asset Management 2002 - 2004
AIG 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting
Prairie View A&M University
Accounting, Accounting and Business/Management
Nolan McClure's Ronald Blue & Co. Experience January 2015 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2015 - Present
Ashworth & Sullivan Wealth Management Group, LLC January 2014 - December 2014
Independent Wealth Tax & Advisory May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Education
The University of Georgia 2012 — 2013
Master of Science (M.S.), Family Financial Planning
University of Georgia - Terry College of Business 2008 — 2012
Bachelors of Business Administration, Business Management
Ronald Blue & Co. January 2015 - Present
Ashworth & Sullivan Wealth Management Group, LLC January 2014 - December 2014
Independent Wealth Tax & Advisory May 2012 - August 2012
UBS Wealth Management May 2011 - August 2011
Education
The University of Georgia 2012 — 2013
Master of Science (M.S.), Family Financial Planning
University of Georgia - Terry College of Business 2008 — 2012
Bachelors of Business Administration, Business Management
Brett Ryan Brett Ryan's Ronald Blue & Co. Experience November 2014 - Present
Job Financial Planning Associate at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. November 2014 - Present
CTC Financial Services January 2014 - October 2014
Hillside Family of Agencies January 2013 - May 2014
IMUcorp January 2008 - December 2013
Liberty University August 2011 - December 2012
Merrill Lynch 2012 - 2012
Education
Liberty University 2009 — 2012
Bachelor's degree, Business Finance/ Financial Planning, Cumulative GPA 3.46
Ronald Blue & Co. November 2014 - Present
CTC Financial Services January 2014 - October 2014
Hillside Family of Agencies January 2013 - May 2014
IMUcorp January 2008 - December 2013
Liberty University August 2011 - December 2012
Merrill Lynch 2012 - 2012
Education
Liberty University 2009 — 2012
Bachelor's degree, Business Finance/ Financial Planning, Cumulative GPA 3.46
Nelson Bonner, AIF®, CRPS® Nelson Bonner, AIF®, CRPS®'s Ronald Blue & Co. Experience September 2015 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2015 - Present
Capital One August 2013 - September 2015
Principal Financial Group 2004 - November 2012
Principal Financial Group 1999 - 2004
Principal Financial Group 1997 - 1999
Skills
401k, Defined Benefit, Retirement Readiness, Advisor Coaching &..., Retirement, Mutual Funds, Pensions, Series 7, Series 63, Retirement Planning, Asset Management, Financial Services, Investments, Business Planning, Financial Advisory, ERISA, ETFs
Education
St. Cloud State University 1989 — 1994
BA, Public Administration
Ronald Blue & Co. September 2015 - Present
Capital One August 2013 - September 2015
Principal Financial Group 2004 - November 2012
Principal Financial Group 1999 - 2004
Principal Financial Group 1997 - 1999
Skills
401k, Defined Benefit, Retirement Readiness, Advisor Coaching &..., Retirement, Mutual Funds, Pensions, Series 7, Series 63, Retirement Planning, Asset Management, Financial Services, Investments, Business Planning, Financial Advisory, ERISA, ETFs
Education
St. Cloud State University 1989 — 1994
BA, Public Administration
Ryan Ranocchini's Ronald Blue & Co. Experience January 2012 - April 2012
Job Patient Account Specialist at Atlanta Area Hospital
Industry Hospital & Health Care
Experience
Northside Hospital Physician Billing February 2013 - Present
Starbucks August 2012 - May 2013
Papa Johns April 2012 - August 2012
Ronald Blue & Co. January 2012 - April 2012
Life Star EMS February 2011 - January 2012
Ambutran Medical Transport April 2010 - November 2011
Life Star EMS February 2011 - April 2011
Starbucks June 2010 - March 2011
Pollock Randal Funeral Home August 2009 - April 2010
Joan Fabrics August 2009 - January 2010
Skills
Customer Service, Healthcare, Cpr Certified, BLS, Hospitals, Leadership, Emergency Medicine, Ambulance, Medical Billing, Microsoft Word, Management, Microsoft Excel, Event Planning, Team Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelors of Business Administration, Accounting
St Clair County Community College 2006 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Northside Hospital Physician Billing February 2013 - Present
Starbucks August 2012 - May 2013
Papa Johns April 2012 - August 2012
Ronald Blue & Co. January 2012 - April 2012
Life Star EMS February 2011 - January 2012
Ambutran Medical Transport April 2010 - November 2011
Life Star EMS February 2011 - April 2011
Starbucks June 2010 - March 2011
Pollock Randal Funeral Home August 2009 - April 2010
Joan Fabrics August 2009 - January 2010
Skills
Customer Service, Healthcare, Cpr Certified, BLS, Hospitals, Leadership, Emergency Medicine, Ambulance, Medical Billing, Microsoft Word, Management, Microsoft Excel, Event Planning, Team Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelors of Business Administration, Accounting
St Clair County Community College 2006 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Andrew Allen, CFP®'s Ronald Blue & Co. Experience May 2015 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2015 - Present
Homrich Berg April 2014 - May 2015
Capital Directions, LLC August 2011 - March 2014
Cerner Corporation August 2006 - August 2011
Cerner Corporation July 2004 - July 2006
Cerner Corporation July 2003 - June 2004
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Business Analysis, Leadership, Project Management, Personal Finance
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration
Florida State University 2008 — 2009
Certificate, Financial Planning
Ronald Blue & Co. May 2015 - Present
Homrich Berg April 2014 - May 2015
Capital Directions, LLC August 2011 - March 2014
Cerner Corporation August 2006 - August 2011
Cerner Corporation July 2004 - July 2006
Cerner Corporation July 2003 - June 2004
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Business Analysis, Leadership, Project Management, Personal Finance
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration
Florida State University 2008 — 2009
Certificate, Financial Planning
Kaleb Wilkes Kaleb Wilkes's Ronald Blue & Co. Experience March 2012 - October 2014
Job REO Operations Analyst at Rialto Capital Management
Industry Accounting
Experience
Rialto Capital Management August 2015 - Present
Atlanta Braves 2013 - Present
MUST Ministries October 2014 - August 2015
Ronald Blue & Co. March 2012 - October 2014
First National Bank of Coffee County July 2007 - March 2012
Georgia Baptist Convention June 2010 - June 2011
One Stop CPS 2010 - 2011
Key Club 2006 - 2007
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Statements, Journal Entries, Computer Skills: Exel,..., Fixed Assets, Mascot, Strong Understanding of..., Intermediate Spanish, Business Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Bachelor of Business Administration, Accounting
South Georgia College 2007 — 2011
Associates Degree, Business Administration
Citizen's Christian Academy
Rialto Capital Management August 2015 - Present
Atlanta Braves 2013 - Present
MUST Ministries October 2014 - August 2015
Ronald Blue & Co. March 2012 - October 2014
First National Bank of Coffee County July 2007 - March 2012
Georgia Baptist Convention June 2010 - June 2011
One Stop CPS 2010 - 2011
Key Club 2006 - 2007
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Statements, Journal Entries, Computer Skills: Exel,..., Fixed Assets, Mascot, Strong Understanding of..., Intermediate Spanish, Business Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Bachelor of Business Administration, Accounting
South Georgia College 2007 — 2011
Associates Degree, Business Administration
Citizen's Christian Academy
David L. Anderegg, Jr. CFP® CRPC® David L. Anderegg, Jr. CFP® CRPC®'s Ronald Blue & Co. Experience September 1989 - April 1991
Job Financial Planning Advisor
Industry Financial Services
Experience
PCA Retirement & Benefits, Inc. October 2011 - Present
Pinewoods Presbyterian Church March 2001 - October 2011
PCA Retirement & Benefits, Inc. (IAR) August 2001 - July 2005
First Presbyterian Church June 1997 - March 2001
Belhaven College January 1996 - May 1997
Trinity Presbyterian Church June 1995 - May 1997
Anderegg Appraisals April 1991 - May 1997
Ronald Blue & Co. September 1989 - April 1991
FSC Securities October 1987 - June 1989
Eagles' West Apartments January 1986 - August 1987
Skills
Public Speaking, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Asset Managment, Retirement, Estate Planning, Mutual Funds, Insurance, Strategic Planning, Pensions, Team Building, Life Insurance, Finance, Financial Analysis, Asset Management, Christian Ministry, Financial Planning
Education
College for Financial Planning 2014 — 2015
Retirement Planning -- CRPC® Chartered Retirement Planning Counselor Course
Reformed Theological Seminary 1994 — 1997
MDiv, Master of Divinity
College for Financial Planning 1989 — 1993
CFP Program Certificate, Financial Planning
Auburn University, College of Business 1986 — 1987
MBA, Finance
The University of Georgia 1979 — 1983
BA, History
Brewton-Parker College 1977 — 1979
AA, Economics
West Rome High School 1972 — 1976
Diploma, College Prep
PCA Retirement & Benefits, Inc. October 2011 - Present
Pinewoods Presbyterian Church March 2001 - October 2011
PCA Retirement & Benefits, Inc. (IAR) August 2001 - July 2005
First Presbyterian Church June 1997 - March 2001
Belhaven College January 1996 - May 1997
Trinity Presbyterian Church June 1995 - May 1997
Anderegg Appraisals April 1991 - May 1997
Ronald Blue & Co. September 1989 - April 1991
FSC Securities October 1987 - June 1989
Eagles' West Apartments January 1986 - August 1987
Skills
Public Speaking, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Asset Managment, Retirement, Estate Planning, Mutual Funds, Insurance, Strategic Planning, Pensions, Team Building, Life Insurance, Finance, Financial Analysis, Asset Management, Christian Ministry, Financial Planning
Education
College for Financial Planning 2014 — 2015
Retirement Planning -- CRPC® Chartered Retirement Planning Counselor Course
Reformed Theological Seminary 1994 — 1997
MDiv, Master of Divinity
College for Financial Planning 1989 — 1993
CFP Program Certificate, Financial Planning
Auburn University, College of Business 1986 — 1987
MBA, Finance
The University of Georgia 1979 — 1983
BA, History
Brewton-Parker College 1977 — 1979
AA, Economics
West Rome High School 1972 — 1976
Diploma, College Prep
Brian McClard, CFA Brian McClard, CFA's Ronald Blue & Co. Experience January 2015 - Present
Job Director, Investment Strategy Group / Principal at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2015 - Present
Ronald Blue & Co. July 2013 - December 2014
Ronald Blue & Co. March 2012 - July 2013
Voisard Asset Management Group January 2004 - March 2012
Education
Thunderbird School of Global Management 1995 — 1996
University of South Florida 1990 — 1995
BS, Dual Degree: Accounting & Finance
Ronald Blue & Co. January 2015 - Present
Ronald Blue & Co. July 2013 - December 2014
Ronald Blue & Co. March 2012 - July 2013
Voisard Asset Management Group January 2004 - March 2012
Education
Thunderbird School of Global Management 1995 — 1996
University of South Florida 1990 — 1995
BS, Dual Degree: Accounting & Finance
Lauren Downs Lauren Downs's Ronald Blue & Co. Experience April 2015 - Present
Job Sr. Client Service Assistant at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. April 2015 - Present
GV Financial Advisors March 2011 - April 2015
Orkin & Associates, LLC January 2011 - March 2011
Northwestern Mutual Financial Network Goodwin, Wright March 2010 - September 2010
PFVS Interiors April 2008 - January 2009
Image Design, Inc October 2003 - December 2007
Skills
PowerPoint, Outlook, AutoCAD, Photoshop, Internet Explorer, ASANA, Orion, Salesforce.com, Microsoft Excel, Microsoft Word, Client Connect, Interior Design, Client Services, Space Planning, Drafting
Education
The University of Georgia 1999 — 2003
Bachelor of Fine Arts, Interior Design, The FIDER Accredited Program at The Lamar Dodd School of Art, Graduated Cum Laude, Dean's List
The University of Georgia, Study Abroad Program, Cortona, Italy 2002 — 2002
BFA, Lamar Dodd School of Art
Milton High School 1996 — 1999
High School
Ronald Blue & Co. April 2015 - Present
GV Financial Advisors March 2011 - April 2015
Orkin & Associates, LLC January 2011 - March 2011
Northwestern Mutual Financial Network Goodwin, Wright March 2010 - September 2010
PFVS Interiors April 2008 - January 2009
Image Design, Inc October 2003 - December 2007
Skills
PowerPoint, Outlook, AutoCAD, Photoshop, Internet Explorer, ASANA, Orion, Salesforce.com, Microsoft Excel, Microsoft Word, Client Connect, Interior Design, Client Services, Space Planning, Drafting
Education
The University of Georgia 1999 — 2003
Bachelor of Fine Arts, Interior Design, The FIDER Accredited Program at The Lamar Dodd School of Art, Graduated Cum Laude, Dean's List
The University of Georgia, Study Abroad Program, Cortona, Italy 2002 — 2002
BFA, Lamar Dodd School of Art
Milton High School 1996 — 1999
High School
Nick Adams, CPA Nick Adams, CPA's Ronald Blue & Co. Experience May 2013 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2013 - Present
Greystone Communities, inc. August 2012 - May 2013
Deloitte & Touche September 2010 - August 2012
Deloitte & Touche January 2009 - March 2009
National Financial Partners May 2007 - August 2007
Skills
Investments, Retirement Planning, Financial Planning, Finance, Accounting, Financial Reporting, Auditing, Estate Planning
Education
Texas A&M University - Mays Business School 2009 — 2010
Master of Science, Finance
Texas A&M University - Mays Business School 2005 — 2009
BBA, Accounting
Lake Travis High School
Ronald Blue & Co. May 2013 - Present
Greystone Communities, inc. August 2012 - May 2013
Deloitte & Touche September 2010 - August 2012
Deloitte & Touche January 2009 - March 2009
National Financial Partners May 2007 - August 2007
Skills
Investments, Retirement Planning, Financial Planning, Finance, Accounting, Financial Reporting, Auditing, Estate Planning
Education
Texas A&M University - Mays Business School 2009 — 2010
Master of Science, Finance
Texas A&M University - Mays Business School 2005 — 2009
BBA, Accounting
Lake Travis High School
Alexander Woodward's Ronald Blue & Co. Experience August 2013 - August 2014
Job Infor Partner Network Enablement Manager, NA LATAM
Industry Computer Software
Experience
Infor August 2014 - Present
Ronald Blue & Co. August 2013 - August 2014
Infor May 2013 - August 2014
Apple July 2012 - July 2013
Kennesaw State University March 2012 - July 2012
Publix July 2005 - July 2012
Kennesaw State University January 2010 - March 2012
Kennesaw State University November 2010 - May 2011
Skills
Microsoft Office, Public Speaking, Customer Service, PowerPoint, Retail, Sales, Social Networking, Online Advertising, Email Marketing, Customer Satisfaction, Market Research, Event Management, Strategy
Education
Kennesaw State University 2009 — 2013
Marketing, Business
Université Laval 2011 — 2011
Study Abroad, Business
Infor August 2014 - Present
Ronald Blue & Co. August 2013 - August 2014
Infor May 2013 - August 2014
Apple July 2012 - July 2013
Kennesaw State University March 2012 - July 2012
Publix July 2005 - July 2012
Kennesaw State University January 2010 - March 2012
Kennesaw State University November 2010 - May 2011
Skills
Microsoft Office, Public Speaking, Customer Service, PowerPoint, Retail, Sales, Social Networking, Online Advertising, Email Marketing, Customer Satisfaction, Market Research, Event Management, Strategy
Education
Kennesaw State University 2009 — 2013
Marketing, Business
Université Laval 2011 — 2011
Study Abroad, Business
Pete Tomassi, CFP Pete Tomassi, CFP's Ronald Blue & Co. Experience August 2011 - December 2012
Job CERTIFIED FINANCIAL PLANNER™, FeeOnly Financial Planner, FeeOnly Investment Manager, Tomassi Financial Planning, LLC
Industry Financial Services
Experience
Tomassi Financial Planning, LLC December 2012 - Present
Liberty University August 2013 - Present
Ronald Blue & Co. August 2011 - December 2012
USAA February 2010 - August 2011
UBS Wealth Management March 2005 - April 2009
Awana Clubs International July 1995 - July 2004
United States Air Force April 1989 - June 1995
Education
College for Financial Planning
Master of Science
Wayland Baptist University
Bachelor of Science
Word of Life Bible Institute
Diploma
Defense Language Institute
Diploma
Tomassi Financial Planning, LLC December 2012 - Present
Liberty University August 2013 - Present
Ronald Blue & Co. August 2011 - December 2012
USAA February 2010 - August 2011
UBS Wealth Management March 2005 - April 2009
Awana Clubs International July 1995 - July 2004
United States Air Force April 1989 - June 1995
Education
College for Financial Planning
Master of Science
Wayland Baptist University
Bachelor of Science
Word of Life Bible Institute
Diploma
Defense Language Institute
Diploma
Carol Tulisalo's Ronald Blue & Co. Experience October 2014 - Present
Job Senior Accountant at Ronald Blue & Co.
Industry Accounting
Experience
Ronald Blue & Co. October 2014 - Present
Caring Vine LLC July 2013 - October 2014
First Baptist Church Atlanta April 2011 - July 2013
Eagle Hospital Physicians October 2009 - April 2011
Trove, Inc. October 2008 - October 2009
Ministry Ventures 2008 - 2008
CMAC 2007 - 2008
McKinney Memorial Bible Church 2000 - 2006
Texas Health Harris Methodist Fort Worth 1998 - 2000
Southwestern Baptist Theological Seminary 1997 - 1998
Skills
Accounting, Microsoft Office, Budgets, Account Reconciliation, Forecasting, Microsoft Word, Strategic Planning, Customer Service, Non-profits, Team Building, QuickBooks, Microsoft Excel, General Ledger, Management, Payroll, Auditing, Nonprofits
Education
Southwestern Baptist Theological Seminary 1994 — 1998
Masters, Divinity (concentration in chaplaincy)
Auburn University 1978 — 1982
BS in Bus Admin, Accounting
Ronald Blue & Co. October 2014 - Present
Caring Vine LLC July 2013 - October 2014
First Baptist Church Atlanta April 2011 - July 2013
Eagle Hospital Physicians October 2009 - April 2011
Trove, Inc. October 2008 - October 2009
Ministry Ventures 2008 - 2008
CMAC 2007 - 2008
McKinney Memorial Bible Church 2000 - 2006
Texas Health Harris Methodist Fort Worth 1998 - 2000
Southwestern Baptist Theological Seminary 1997 - 1998
Skills
Accounting, Microsoft Office, Budgets, Account Reconciliation, Forecasting, Microsoft Word, Strategic Planning, Customer Service, Non-profits, Team Building, QuickBooks, Microsoft Excel, General Ledger, Management, Payroll, Auditing, Nonprofits
Education
Southwestern Baptist Theological Seminary 1994 — 1998
Masters, Divinity (concentration in chaplaincy)
Auburn University 1978 — 1982
BS in Bus Admin, Accounting
Paul Hoover Paul Hoover's Ronald Blue & Co. Experience March 2008 - Present
Job Senior Media Developer at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. March 2008 - Present
Skills
Final Cut Pro, Video, Video Editing, Video Production, Microsoft Office, Social Media, Film, Team Leadership, Strategy, Editing, Post Production, Social Networking, Photoshop, Multimedia, Videography, Training, Event Management, Social Media Marketing, Public Speaking, Event Planning, Entertainment, Blogging, New Media, Marketing, Creative Writing, Facebook, Content Strategy, Television, Digital Media, Media Production, SEO
Education
Kennesaw State University 1994 — 2000
Management, Information Systems
Jeff Justice Comedy Workshoppe
Maine Media Workshops
Ronald Blue & Co. March 2008 - Present
Skills
Final Cut Pro, Video, Video Editing, Video Production, Microsoft Office, Social Media, Film, Team Leadership, Strategy, Editing, Post Production, Social Networking, Photoshop, Multimedia, Videography, Training, Event Management, Social Media Marketing, Public Speaking, Event Planning, Entertainment, Blogging, New Media, Marketing, Creative Writing, Facebook, Content Strategy, Television, Digital Media, Media Production, SEO
Education
Kennesaw State University 1994 — 2000
Management, Information Systems
Jeff Justice Comedy Workshoppe
Maine Media Workshops
Evan Chong's Ronald Blue & Co. Experience July 2015 - Present
Job Corporate Finance Analyst at SeaWorld Parks & Entertainment
Industry Hospitality
Experience
Ronald Blue & Co. July 2015 - Present
Lake Sherwood OPC February 2011 - Present
SeaWorld Parks & Entertainment January 2015 - August 2015
SeaWorld Parks & Resorts Orlando April 2014 - December 2014
SeaWorld Parks & Resorts Orlando May 2012 - April 2014
Olympia High School January 2010 - March 2014
SeaWorld Parks & Resorts Orlando September 2011 - May 2012
SeaWorld Parks & Resorts Orlando September 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Concur, QuickBooks, Employee Relations, Cpr Certified, Outlook, Research, Fundraising, Social Media, Training, Kronos, Event Management, Leadership, Process Scheduler, Customer Service, Event Planning, Inventory Management, Customer Satisfaction, Team Leadership, Team Building, Operations Management, Sales, Budgets, Strategic Planning, Public Speaking, Facebook, Office Management, Visio, Spanish, SAP, Social Networking, Time Management, Nonprofits, Teamwork, Hospitality
Education
University of Florida - Warrington College Of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Calvin College 2005 — 2009
B.A.
Valencia Community College
Ronald Blue & Co. July 2015 - Present
Lake Sherwood OPC February 2011 - Present
SeaWorld Parks & Entertainment January 2015 - August 2015
SeaWorld Parks & Resorts Orlando April 2014 - December 2014
SeaWorld Parks & Resorts Orlando May 2012 - April 2014
Olympia High School January 2010 - March 2014
SeaWorld Parks & Resorts Orlando September 2011 - May 2012
SeaWorld Parks & Resorts Orlando September 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Concur, QuickBooks, Employee Relations, Cpr Certified, Outlook, Research, Fundraising, Social Media, Training, Kronos, Event Management, Leadership, Process Scheduler, Customer Service, Event Planning, Inventory Management, Customer Satisfaction, Team Leadership, Team Building, Operations Management, Sales, Budgets, Strategic Planning, Public Speaking, Facebook, Office Management, Visio, Spanish, SAP, Social Networking, Time Management, Nonprofits, Teamwork, Hospitality
Education
University of Florida - Warrington College Of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Calvin College 2005 — 2009
B.A.
Valencia Community College
Angela Nazworth, APR's Ronald Blue & Co. Experience July 1997 - August 1999
Job Director of Philanthropic Communications at American Diabetes Association
Industry Public Relations and Communications
Experience
American Diabetes Association September 2012 - Present
DaySpring Cards August 2009 - Present
InvestorPlace Media, LLC April 2012 - September 2012
Peoples Bank August 2010 - March 2012
Angela Nazworth Communications August 2004 - June 2010
American Public Power Association October 2002 - August 2004
Haven Hospice 2000 - 2002
Ronald Blue & Co. July 1997 - August 1999
Belhaven University January 1997 - June 1997
Carol Dulgar Entertainment May 1996 - January 1997
Skills
Building Relationships, Proposal Writing, Major Gift Development, Public Relations, Relationship Management, Stewardship, Donor Engagement, Major Gift Cultivation, Major Gift Solicitations, Philanthropy, Major Donor Cultivation, Social Media, Grant Writing, Blogging, Corporate Communications, Creative Writing, Public Speaking, Facebook, Strategic Communications, Community Development, Internal Communications, Integrated Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Event Planning, Corporate Branding, WordPress, Website Copy, Project Oversight, Twitter, Flickr, YouTube, LinkedIn, Pinterest, Media Relations, Corporate Events, Web Content, Fundraising, Event Management
Education
Houghton College 1992 — 1996
BA, Communications, Writing, Public Relations
Millersburg Area High School
American Diabetes Association September 2012 - Present
DaySpring Cards August 2009 - Present
InvestorPlace Media, LLC April 2012 - September 2012
Peoples Bank August 2010 - March 2012
Angela Nazworth Communications August 2004 - June 2010
American Public Power Association October 2002 - August 2004
Haven Hospice 2000 - 2002
Ronald Blue & Co. July 1997 - August 1999
Belhaven University January 1997 - June 1997
Carol Dulgar Entertainment May 1996 - January 1997
Skills
Building Relationships, Proposal Writing, Major Gift Development, Public Relations, Relationship Management, Stewardship, Donor Engagement, Major Gift Cultivation, Major Gift Solicitations, Philanthropy, Major Donor Cultivation, Social Media, Grant Writing, Blogging, Corporate Communications, Creative Writing, Public Speaking, Facebook, Strategic Communications, Community Development, Internal Communications, Integrated Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Event Planning, Corporate Branding, WordPress, Website Copy, Project Oversight, Twitter, Flickr, YouTube, LinkedIn, Pinterest, Media Relations, Corporate Events, Web Content, Fundraising, Event Management
Education
Houghton College 1992 — 1996
BA, Communications, Writing, Public Relations
Millersburg Area High School
Kurt Pietrus Kurt Pietrus's Ronald Blue & Co. Experience March 2011 - August 2011
Job Investment Accountant II, Real Estate Accounting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Colliers International June 2012 - October 2013
Burkert Fluid Control Systems March 2012 - May 2012
Ronald Blue & Co. March 2011 - August 2011
Smith, Kesler & Company, P.A. September 2007 - February 2011
Chick-fil-A June 2000 - August 2007
J. Ronald Martin, P.A. January 2007 - April 2007
Skills
Income Tax, Tax, Accounting, Quickbooks, Excel, Audit, Budgeting, Financial Accounting, Accounts Payable, Accounts Receivable, Auditing, Customer Relations, Compliance, Problem Solving, General Ledger, Customer Service, Tax Returns, Reconciliation, Cash Flow, Management Consulting, Bookkeeping, GAAP, US GAAP, Account Reconciliation, Financial Reporting, Real Estate, Fixed Assets, Depreciation, Year End Close, Business Taxes, Payroll Taxes, Tax Return Preparation, Tax Research, Partnership Taxation, Federal Taxation, S Corporations, Accruals, Ledger, Internal Controls, Accounting Research, External Audit, Small Business..., Construction Accounting, FASB, Journal Entries, Positive Can-do Attitude, QuickBooks, Cost Accounting, Microsoft Excel
Education
University of North Carolina at Charlotte 2005 — 2007
Bachelor of Science, Accounting
Bob Jones University 2003 — 2004
Accounting
TIAA-CREF November 2013 - Present
Colliers International June 2012 - October 2013
Burkert Fluid Control Systems March 2012 - May 2012
Ronald Blue & Co. March 2011 - August 2011
Smith, Kesler & Company, P.A. September 2007 - February 2011
Chick-fil-A June 2000 - August 2007
J. Ronald Martin, P.A. January 2007 - April 2007
Skills
Income Tax, Tax, Accounting, Quickbooks, Excel, Audit, Budgeting, Financial Accounting, Accounts Payable, Accounts Receivable, Auditing, Customer Relations, Compliance, Problem Solving, General Ledger, Customer Service, Tax Returns, Reconciliation, Cash Flow, Management Consulting, Bookkeeping, GAAP, US GAAP, Account Reconciliation, Financial Reporting, Real Estate, Fixed Assets, Depreciation, Year End Close, Business Taxes, Payroll Taxes, Tax Return Preparation, Tax Research, Partnership Taxation, Federal Taxation, S Corporations, Accruals, Ledger, Internal Controls, Accounting Research, External Audit, Small Business..., Construction Accounting, FASB, Journal Entries, Positive Can-do Attitude, QuickBooks, Cost Accounting, Microsoft Excel
Education
University of North Carolina at Charlotte 2005 — 2007
Bachelor of Science, Accounting
Bob Jones University 2003 — 2004
Accounting
Jonathan D. Jones Jonathan D. Jones's Ronald Blue & Co. Experience March 1996 - February 1998
Job Senior IT Business Manager at AT&T
Industry Information Technology and Services
Experience
AT&T September 2004 - Present
MJM Technologies, Inc July 2000 - June 2004
Variable Annuity Life Insurance Co. (VALIC) February 1998 - February 1999
Ronald Blue & Co. March 1996 - February 1998
Skills
Requirements Gathering, Financial Analysis, Software Development, Process Improvement, Strategic Financial..., Project Management, PMP, Business Analysis, Integration, Software Project..., CRM, Databases, Testing, Analysis, Change Management, Cross-functional Team..., Leadership, SDLC, Software Documentation, Business Intelligence
Education
Kennesaw State University 2011 — 2011
PMP Certification, Project Management
American InterContinental University 1999 — 2000
Masters, Information Technology
Berry College 1989 — 1993
Bachelor of Science, Economics
AT&T September 2004 - Present
MJM Technologies, Inc July 2000 - June 2004
Variable Annuity Life Insurance Co. (VALIC) February 1998 - February 1999
Ronald Blue & Co. March 1996 - February 1998
Skills
Requirements Gathering, Financial Analysis, Software Development, Process Improvement, Strategic Financial..., Project Management, PMP, Business Analysis, Integration, Software Project..., CRM, Databases, Testing, Analysis, Change Management, Cross-functional Team..., Leadership, SDLC, Software Documentation, Business Intelligence
Education
Kennesaw State University 2011 — 2011
PMP Certification, Project Management
American InterContinental University 1999 — 2000
Masters, Information Technology
Berry College 1989 — 1993
Bachelor of Science, Economics
Chris Toadvine Chris Toadvine's Ronald Blue & Co. Experience 1998 - 2002
Job CERTIFIED FINANCIAL PLANNER Practitioner tm
Industry Financial Services
Experience
Edelman Financial Services August 2014 - Present
Toadvine & Associates October 2002 - August 2014
Ronald Blue & Co. 1998 - 2002
Champion International Corporation 1993 - 1996
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Financial Services, Retirement, Financial Planners, Securities, Estate Planning, Mutual Funds, Wealth Accumulation, Finance, Financial Advisory, Fixed Annuities, Series 7, Wealth, Asset Allocation, Investment Advisory
Education
Georgia State University 1997 — 1998
M.S., Financial Planning
Florida State University 1991 — 1993
B.S., Business
Polk State College 1989 — 1991
A.A., Liberal Arts
Edelman Financial Services August 2014 - Present
Toadvine & Associates October 2002 - August 2014
Ronald Blue & Co. 1998 - 2002
Champion International Corporation 1993 - 1996
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Financial Services, Retirement, Financial Planners, Securities, Estate Planning, Mutual Funds, Wealth Accumulation, Finance, Financial Advisory, Fixed Annuities, Series 7, Wealth, Asset Allocation, Investment Advisory
Education
Georgia State University 1997 — 1998
M.S., Financial Planning
Florida State University 1991 — 1993
B.S., Business
Polk State College 1989 — 1991
A.A., Liberal Arts
John Wimbiscus CFP John Wimbiscus CFP's Ronald Blue & Co. Experience April 1996 - January 2000
Job Owner, Trinity Financial Advisors, LLC
Industry Financial Services
Experience
Trinity Financial Advisors, LLC January 2000 - Present
Ronald Blue & Co. April 1996 - January 2000
Deloitte May 1985 - October 1995
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Investments, Estate Planning, Asset Allocation, Asset Managment, Financial Advisory, Investment Strategies, Retirement, Alternative Investments, Mutual Funds, Investment Management, Financial Planners, Certified Financial..., Finance, Portfolio Management, Financial Services, Equities
Education
Northern Illinois University 1980 — 1981
MBA, Finance
Northern Illinois University 1976 — 1978
B.S., Finance
Trinity Financial Advisors, LLC January 2000 - Present
Ronald Blue & Co. April 1996 - January 2000
Deloitte May 1985 - October 1995
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Investments, Estate Planning, Asset Allocation, Asset Managment, Financial Advisory, Investment Strategies, Retirement, Alternative Investments, Mutual Funds, Investment Management, Financial Planners, Certified Financial..., Finance, Portfolio Management, Financial Services, Equities
Education
Northern Illinois University 1980 — 1981
MBA, Finance
Northern Illinois University 1976 — 1978
B.S., Finance
Debbie Cone's Ronald Blue & Co. Experience September 2007 - Present
Job Client Service Assistant at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2007 - Present
Grapevine Books May 1985 - September 2007
Education
Florida State University 1968 — 1971
3 yrs, Education
Ronald Blue & Co. September 2007 - Present
Grapevine Books May 1985 - September 2007
Education
Florida State University 1968 — 1971
3 yrs, Education
Hannah Mitchell-Parsons Hannah Mitchell-Parsons's Ronald Blue & Co. Experience April 2001 - February 2002
Job Business Consultant, Community Builder, Change Manager
Industry Management Consulting
Experience
Hannah Parsons, Consultant August 2014 - Present
Colorado Springs Coworking, LLC September 2011 - Present
Selley Group Real Estate, LLC February 2009 - December 2013
The Downtown Partnership of Colorado Springs November 2012 - February 2013
B.H. Parsons & Company 2007 - 2010
Ronald Blue & Co. April 2001 - February 2002
Lost Valley Ranch 1999 - 2001
Skills
Government Relations, Strategic Partnerships, Entrepreneurship, Change Management, Business Planning, Sales, Leadership, Teamwork, Management, Strategic Planning, Start-ups, Nonprofits, Event Planning, Marketing, Public Speaking, Social Media, Fundraising, Public Relations
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Missouri Southern State University 1995 — 1999
Bachelor's Degree, International Business
Hannah Parsons, Consultant August 2014 - Present
Colorado Springs Coworking, LLC September 2011 - Present
Selley Group Real Estate, LLC February 2009 - December 2013
The Downtown Partnership of Colorado Springs November 2012 - February 2013
B.H. Parsons & Company 2007 - 2010
Ronald Blue & Co. April 2001 - February 2002
Lost Valley Ranch 1999 - 2001
Skills
Government Relations, Strategic Partnerships, Entrepreneurship, Change Management, Business Planning, Sales, Leadership, Teamwork, Management, Strategic Planning, Start-ups, Nonprofits, Event Planning, Marketing, Public Speaking, Social Media, Fundraising, Public Relations
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Missouri Southern State University 1995 — 1999
Bachelor's Degree, International Business
Neil Paur Neil Paur's Ronald Blue & Co. Experience January 1993 - Present
Job Combining wisdom and knowledge to help people be strategic, generous, and wise with money
Industry Investment Management
Experience
Ronald Blue & Co. January 1993 - Present
Education
College for Financial Planning 1988 — 1990
CFP, Certified Financial Planner
San Diego State University-California State University 1979 — 1983
BSME, Engineering
Ronald Blue & Co. January 1993 - Present
Education
College for Financial Planning 1988 — 1990
CFP, Certified Financial Planner
San Diego State University-California State University 1979 — 1983
BSME, Engineering
Kylee Elliott Kylee Elliott's Ronald Blue & Co. Experience February 2009 - April 2010
Job Legal and Sexual Assault Victim Advocate
Industry Legal Services
Experience
YWCA of Northwest Georgia November 2010 - Present
Ronald Blue & Co. February 2009 - April 2010
The ACE Fund of The Student Scholarship Foundation of Georgia May 2009 - August 2009
Trove, Inc. February 2007 - February 2009
Georgia Family Council July 2000 - February 2007
Mount Pisgah United Methodist Church May 1999 - June 2000
Corporate Management Advisors August 1998 - May 1999
Washburn Law Offices June 1997 - August 1998
Skills
Strategic Planning, Event Management, Project Management
Education
The University of Georgia 1993 — 1997
Bachelor of Arts, English, Criminal Justice
YWCA of Northwest Georgia November 2010 - Present
Ronald Blue & Co. February 2009 - April 2010
The ACE Fund of The Student Scholarship Foundation of Georgia May 2009 - August 2009
Trove, Inc. February 2007 - February 2009
Georgia Family Council July 2000 - February 2007
Mount Pisgah United Methodist Church May 1999 - June 2000
Corporate Management Advisors August 1998 - May 1999
Washburn Law Offices June 1997 - August 1998
Skills
Strategic Planning, Event Management, Project Management
Education
The University of Georgia 1993 — 1997
Bachelor of Arts, English, Criminal Justice
Lily Seymore Lily Seymore's Ronald Blue & Co. Experience February 2009 - April 2010
Job Inflight Crewmember at JetBlue Airways
Industry Government Relations
Experience
JetBlue Airways January 2012 - Present
CVS Caremark Corporation March 2003 - January 2012
Ronald Blue & Co. February 2009 - April 2010
Congressman Ed Royce January 2007 - January 2008
Skills
Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Networking, Fax, Strategic Planning, Teamwork, Inventory Management
Education
California State University-Fullerton 2005 — 2007
BA, Political Science
Orange Coast College 2002 — 2005
AA, Photography, Liberal Studies
JetBlue Airways January 2012 - Present
CVS Caremark Corporation March 2003 - January 2012
Ronald Blue & Co. February 2009 - April 2010
Congressman Ed Royce January 2007 - January 2008
Skills
Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Networking, Fax, Strategic Planning, Teamwork, Inventory Management
Education
California State University-Fullerton 2005 — 2007
BA, Political Science
Orange Coast College 2002 — 2005
AA, Photography, Liberal Studies
Geri Nassar Geri Nassar's Ronald Blue & Co. Experience October 2014 - Present
Job Client Service Assistant Support at Ronald Blue & Co.
Industry Investment Management
Experience
Ronald Blue & Co. October 2014 - Present
Skills
Telecommunications, VoIP, Business Analysis, Planning, Project Management, Project Planning, Vendor Management, Wireless, Security, Management, Unified Communications, New Business Development, Marketing, Account Management, Business Development, Consulting, Strategy
Education
University of Wisconsin-Madison 1975 — 1978
MS, Finance
Michigan State University 1971 — 1975
BBA, Risk and Insurance
Ronald Blue & Co. October 2014 - Present
Skills
Telecommunications, VoIP, Business Analysis, Planning, Project Management, Project Planning, Vendor Management, Wireless, Security, Management, Unified Communications, New Business Development, Marketing, Account Management, Business Development, Consulting, Strategy
Education
University of Wisconsin-Madison 1975 — 1978
MS, Finance
Michigan State University 1971 — 1975
BBA, Risk and Insurance
Curt Knorr's Ronald Blue & Co. Experience October 1986 - Present
Job Senior Partner, Investment Management
Industry Financial Services
Experience
Ronald Blue & Co. October 1986 - Present
Anistics, Inc October 1980 - October 1986
Management Science America September 1976 - September 1978
Education
Georgia State University 1979 — 1979
MBA, Management
Taylor University 1970 — 1974
B.A. Mathematics
Ronald Blue & Co. October 1986 - Present
Anistics, Inc October 1980 - October 1986
Management Science America September 1976 - September 1978
Education
Georgia State University 1979 — 1979
MBA, Management
Taylor University 1970 — 1974
B.A. Mathematics
Malissa Light Malissa Light's Ronald Blue & Co. Experience July 2004 - Present
Job
Industry
Experience
Ronald Blue & Co. July 2004 - Present
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (BS), Business Management
Lassiter High School 1992 — 1996
Ronald Blue & Co. July 2004 - Present
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (BS), Business Management
Lassiter High School 1992 — 1996
Jeff Chinery, CFP(r) Jeff Chinery, CFP(r)'s Ronald Blue & Co. Experience June 1996 - Present
Job Financial Advisor, Managing Director at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. June 1996 - Present
Banc of America Securities 1993 - 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Retirement, Estate Planning, Financial Advisory, Asset Management, Portfolio Management, Financial Planners
Education
East Tennessee State University 1990 — 1992
Business Administration, Finance: Banking and Investments
Ronald Blue & Co. June 1996 - Present
Banc of America Securities 1993 - 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Retirement, Estate Planning, Financial Advisory, Asset Management, Portfolio Management, Financial Planners
Education
East Tennessee State University 1990 — 1992
Business Administration, Finance: Banking and Investments
Sean Mansell, CFA, CFP® Sean Mansell, CFA, CFP®'s Ronald Blue & Co. Experience January 2014 - Present
Job Manager, Branch Operations at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2014 - Present
Ronald Blue & Co. November 2011 - December 2013
CenterPoint Wealth Management, LLC November 2009 - November 2011
Evanston Advisors September 2006 - February 2010
Evanston Advisors September 2001 - September 2006
Skills
Investments, Portfolio Management, Wealth Management, Equities, Financial Planning, Family Office, Fixed Income Portfolio..., Alternative Investments, Personal Tax Planning, Estate Tax Planning, Project Management, Finance, Financial Modeling, Accounting, Strategic Planning, Operations Management
Education
Taylor University 1997 — 2001
BS, Business Administration, Computer Systems
Ronald Blue & Co. January 2014 - Present
Ronald Blue & Co. November 2011 - December 2013
CenterPoint Wealth Management, LLC November 2009 - November 2011
Evanston Advisors September 2006 - February 2010
Evanston Advisors September 2001 - September 2006
Skills
Investments, Portfolio Management, Wealth Management, Equities, Financial Planning, Family Office, Fixed Income Portfolio..., Alternative Investments, Personal Tax Planning, Estate Tax Planning, Project Management, Finance, Financial Modeling, Accounting, Strategic Planning, Operations Management
Education
Taylor University 1997 — 2001
BS, Business Administration, Computer Systems
Rene Newton Rene Newton's Ronald Blue & Co. Experience February 2013 - Present
Job Client Service Assistant at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 2013 - Present
Ruby Tuesday September 2009 - February 2013
Education
Kennesaw State University 2009 — 2012
Bachelor of Business Administration Degree, Management
Ronald Blue & Co. February 2013 - Present
Ruby Tuesday September 2009 - February 2013
Education
Kennesaw State University 2009 — 2012
Bachelor of Business Administration Degree, Management
Dan Johnson, CFP® Dan Johnson, CFP®'s Ronald Blue & Co. Experience May 2013 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2013 - Present
Accenture February 2013 - May 2013
United States Air Force September 2011 - January 2013
United States Air Force January 2009 - August 2011
Skills
Financial Planning, Wealth Management, Estate Planning, Retirement, Finance, Investments
Education
Webster University 2010 — 2012
Master of Science (M.S.), Finance
Bethel University 2002 — 2005
Bachelor of Arts (BA), Biblical and Theological Studies
Ronald Blue & Co. May 2013 - Present
Accenture February 2013 - May 2013
United States Air Force September 2011 - January 2013
United States Air Force January 2009 - August 2011
Skills
Financial Planning, Wealth Management, Estate Planning, Retirement, Finance, Investments
Education
Webster University 2010 — 2012
Master of Science (M.S.), Finance
Bethel University 2002 — 2005
Bachelor of Arts (BA), Biblical and Theological Studies
Pat McGarvey Pat McGarvey's Ronald Blue & Co. Experience September 1989 - July 2009
Job Manager of Financial Planning Services at Paraklete Financial, Inc.
Industry Financial Services
Experience
Paraklete Financial, Inc. December 2012 - Present
Toccoa Falls College July 2009 - November 2012
Ronald Blue & Co. September 1989 - July 2009
Skills
Process Management, Training, Management, Office Administration, Customer Service, Employee Training, Event Planning, Leadership, Leadership Development, Nonprofits, Team Leadership, Volunteer Management
Education
Toccoa Falls College 1974 — 1978
Bachelor of Science (BS), Christian Education
Asbury College 1973 — 1974
Paraklete Financial, Inc. December 2012 - Present
Toccoa Falls College July 2009 - November 2012
Ronald Blue & Co. September 1989 - July 2009
Skills
Process Management, Training, Management, Office Administration, Customer Service, Employee Training, Event Planning, Leadership, Leadership Development, Nonprofits, Team Leadership, Volunteer Management
Education
Toccoa Falls College 1974 — 1978
Bachelor of Science (BS), Christian Education
Asbury College 1973 — 1974
Layne Hoekema's Ronald Blue & Co. Experience January 1996 - Present
Job Senior Private Wealth Advisor, Principal
Industry Financial Services
Experience
Ronald Blue & Co. January 1996 - Present
The Oaks Academy, Finance Committee 2008 - August 2014
Education
Trinity Christian College 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Trinity Christian College 1992 — 1996
Accountancy, Finance
Ronald Blue & Co. January 1996 - Present
The Oaks Academy, Finance Committee 2008 - August 2014
Education
Trinity Christian College 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Trinity Christian College 1992 — 1996
Accountancy, Finance
Michael Graber, CPA/PFS Michael Graber, CPA/PFS's Ronald Blue & Co. Experience January 2014 - Present
Job Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2014 - Present
Ronald Blue & Co. July 2004 - December 2013
Blue & Co., LLC January 2000 - June 2004
Skills
Accounting, Strategic Planning, Public Speaking, Financial Planning, Tax, Financial Analysis, Financial Accounting, Management, Tax Preparation, Financial Reporting
Education
Indiana University - Kelley School of Business 1997 — 1999
Bachelor of Science, Business
Taylor University 1994 — 1997
Ronald Blue & Co. January 2014 - Present
Ronald Blue & Co. July 2004 - December 2013
Blue & Co., LLC January 2000 - June 2004
Skills
Accounting, Strategic Planning, Public Speaking, Financial Planning, Tax, Financial Analysis, Financial Accounting, Management, Tax Preparation, Financial Reporting
Education
Indiana University - Kelley School of Business 1997 — 1999
Bachelor of Science, Business
Taylor University 1994 — 1997
Robert A. Browne, Jr.'s Ronald Blue & Co. Experience November 2008 - October 2010
Job Chief Financial Officer at Theater of the Stars, Inc.
Industry Accounting
Experience
Theater of the Stars, Inc. October 2010 - Present
Ronald Blue & Co. November 2008 - October 2010
Pros 4 Clothes, LLC May 1999 - July 2008
Robert A. Browne, Jr. PC October 1993 - December 1998
Robert A. Browne, Jr. PA June 1990 - July 1993
Atkinson, Pitts & Zaki, CPAs August 1987 - May 1990
Arthur Andersen & Co. CPAs August 1984 - July 1987
Ernst & Whinney January 1981 - May 1983
Skills
Tax, Quickbooks, Accounting, Budgeting, Financial Reporting
Education
University of Georgia - Terry College of Business 1983 — 1984
Macc, Accounting/Tax
Southern Methodist University - Cox School of Business 1977 — 1980
BBA, Accounting & Finance
The Westminster Schools 1971 — 1977
High School Diploma, College Prep
Theater of the Stars, Inc. October 2010 - Present
Ronald Blue & Co. November 2008 - October 2010
Pros 4 Clothes, LLC May 1999 - July 2008
Robert A. Browne, Jr. PC October 1993 - December 1998
Robert A. Browne, Jr. PA June 1990 - July 1993
Atkinson, Pitts & Zaki, CPAs August 1987 - May 1990
Arthur Andersen & Co. CPAs August 1984 - July 1987
Ernst & Whinney January 1981 - May 1983
Skills
Tax, Quickbooks, Accounting, Budgeting, Financial Reporting
Education
University of Georgia - Terry College of Business 1983 — 1984
Macc, Accounting/Tax
Southern Methodist University - Cox School of Business 1977 — 1980
BBA, Accounting & Finance
The Westminster Schools 1971 — 1977
High School Diploma, College Prep
Saxon. Dasher Saxon. Dasher's Ronald Blue & Co. Experience 1998 - Present
Job Sr. Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. 1998 - Present
Education
Georgia State University 1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Ronald Blue & Co. 1998 - Present
Education
Georgia State University 1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
David Campaigne, CFP®, ChFC®'s Ronald Blue & Co. Experience March 2001 - Present
Job Principal, Sr. Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. March 2001 - Present
Maryland Fellowship of Christian Athletes February 2012 - March 2015
Legg Mason June 1997 - March 2001
Skills
Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Tax Preparation, Alternative Investments, Nonprofits, Wealth Management..., Strategic Planning, Insurance, Securities, Public Speaking
Education
Towson University 1993 — 1997
Bachelor of Arts, Political Science & Economics
Ronald Blue & Co. March 2001 - Present
Maryland Fellowship of Christian Athletes February 2012 - March 2015
Legg Mason June 1997 - March 2001
Skills
Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Tax Preparation, Alternative Investments, Nonprofits, Wealth Management..., Strategic Planning, Insurance, Securities, Public Speaking
Education
Towson University 1993 — 1997
Bachelor of Arts, Political Science & Economics
Caroline Harbry Caroline Harbry's Ronald Blue & Co. Experience June 2010 - June 2011
Job Executive Assistant to the CEO & CFO at Purchasing Power
Industry Accounting
Experience
Purchasing Power June 2014 - Present
Search Discovery November 2013 - June 2014
Cherry Bekaert LLP May 2012 - November 2013
Cherry Bekaert LLP May 2011 - May 2012
Ronald Blue & Co. June 2010 - June 2011
Ronald Blue & Co. July 2009 - May 2010
Ronald Blue & Co. June 2008 - June 2009
Skills
Management, Auditing, Human Resources, Microsoft Office, Customer Service, Marketing, Strategy, Leadership, Budgets, Time Management, Recruiting
Education
Suffolk University
BA, English, Spanish
Purchasing Power June 2014 - Present
Search Discovery November 2013 - June 2014
Cherry Bekaert LLP May 2012 - November 2013
Cherry Bekaert LLP May 2011 - May 2012
Ronald Blue & Co. June 2010 - June 2011
Ronald Blue & Co. July 2009 - May 2010
Ronald Blue & Co. June 2008 - June 2009
Skills
Management, Auditing, Human Resources, Microsoft Office, Customer Service, Marketing, Strategy, Leadership, Budgets, Time Management, Recruiting
Education
Suffolk University
BA, English, Spanish
Charlie Germany Charlie Germany's Ronald Blue & Co. Experience January 1989 - Present
Job Sr. Financial Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 1989 - Present
Germany & Drewry, P.C. 1982 - 1988
Charles L. Germany, CPA 1981 - 1982
Internal Revenue Service 1975 - 1981
Education
Georgia Institute of Technology 1971 — 1975
BS, Industrial Management
Oglethorpe County High School 1967 — 1971
Ronald Blue & Co. January 1989 - Present
Germany & Drewry, P.C. 1982 - 1988
Charles L. Germany, CPA 1981 - 1982
Internal Revenue Service 1975 - 1981
Education
Georgia Institute of Technology 1971 — 1975
BS, Industrial Management
Oglethorpe County High School 1967 — 1971
Brian Cannon Brian Cannon's Ronald Blue & Co. Experience June 2007 - Present
Job CPA/PFS, Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. June 2007 - Present
Park Community Church August 2001 - May 2007
CNA Insurance July 1998 - August 2001
KPMG August 1995 - July 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
BBA, Accounting
University of Michigan 1991 — 1993
BBA
Anchor Bay High School 1987 — 1991
Ronald Blue & Co. June 2007 - Present
Park Community Church August 2001 - May 2007
CNA Insurance July 1998 - August 2001
KPMG August 1995 - July 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
BBA, Accounting
University of Michigan 1991 — 1993
BBA
Anchor Bay High School 1987 — 1991
Janelle Meyer Janelle Meyer's Ronald Blue & Co. Experience April 2008 - Present
Job
Industry Health, Wellness and Fitness
Experience
Ronald Blue & Co. April 2008 - Present
Dietitian tech May 2014 - May 2015
Coffee Bean and Tea Leaf March 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Event Planning, Fitness, Team Building
Education
Chandler/Gilbert Community College
Associate of Arts and Sciences (AAS), Dietetic Technician
Ronald Blue & Co. April 2008 - Present
Dietitian tech May 2014 - May 2015
Coffee Bean and Tea Leaf March 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Event Planning, Fitness, Team Building
Education
Chandler/Gilbert Community College
Associate of Arts and Sciences (AAS), Dietetic Technician
Tamara Shelabarger Tamara Shelabarger's Ronald Blue & Co. Experience October 2003 - Present
Job Financial Planner
Industry Financial Services
Experience
The Evangelistic Association of Russia (TEAR) 2005 - Present
Ronald Blue & Co. October 2003 - Present
Skills
Certified Financial...
Education
Kennesaw State University 2008 — 2009
Finance
University of Phoenix 2004 — 2008
Finance, Finance
The Evangelistic Association of Russia (TEAR) 2005 - Present
Ronald Blue & Co. October 2003 - Present
Skills
Certified Financial...
Education
Kennesaw State University 2008 — 2009
Finance
University of Phoenix 2004 — 2008
Finance, Finance
Brett Whitley Brett Whitley's Ronald Blue & Co. Experience July 2012 - Present
Job Private Wealth Advisor, Private Wealth and Professional Athlete Divisions of Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. July 2012 - Present
BTC Capital July 2007 - May 2012
Whitley Capital June 2000 - May 2007
General Motors/Saturn Division June 1994 - March 2004
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
Master of Business Administration (M.B.A.)
Illinois Institute of Technology 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Wheaton College 1989 — 1993
Bachelor of Arts (BA)
Kaiserslautern High School, Germany 1986 — 1989
Ronald Blue & Co. July 2012 - Present
BTC Capital July 2007 - May 2012
Whitley Capital June 2000 - May 2007
General Motors/Saturn Division June 1994 - March 2004
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
Master of Business Administration (M.B.A.)
Illinois Institute of Technology 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Wheaton College 1989 — 1993
Bachelor of Arts (BA)
Kaiserslautern High School, Germany 1986 — 1989
Bob Fox, CFP®'s Ronald Blue & Co. Experience May 2011 - Present
Job Senior Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2011 - Present
Hufford Financial Advisors February 2008 - May 2011
Sentry Insurance December 2006 - February 2008
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance and Human Resources Management
Ronald Blue & Co. May 2011 - Present
Hufford Financial Advisors February 2008 - May 2011
Sentry Insurance December 2006 - February 2008
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance and Human Resources Management
John Albers John Albers's Ronald Blue & Co. Experience 2005 - 2011
Job GA Senator & Consulting Partner
Industry Government Administration
Experience
Georgia State Senate 2011 - Present
City of Alpharetta 2007 - Present
Slalom Consulting 2011 - Present
MediStreams, LLC 2014 - 2015
Ronald Blue & Co. 2005 - 2011
Dalco LLC 2001 - 2007
MarketSource Inc. 1999 - 2002
Elcotel 1999 - 2000
Lucent Technologies 1992 - 1998
Skills
Analysis, Budgets, Business Analysis, Business Development, Business Intelligence, Change Management, Collaboration Solutions, Coaching, Contract Negotiation, Customer Service, Event Planning, Fundraising, Government, Financial Analysis, Leadership Development, Leadership, Integration, Event Management, Consulting, Management, Management Consulting, Marketing, Media Relations, Mentoring, Mergers & Acquisitions, Microsoft Office, Negotiation, Networking, New Business Development, Non-profits, Nonprofits, Policy, Portfolio Management, Process Improvement, Program Management, Project Management, Project Planning, Public Relations, Public Speaking, Real Estate, Research, Risk Management, Sales, Sales Management, SharePoint, Social Media, Social Media Marketing, Social Networking, Start-ups, Strategic Financial...
Education
University of Louisville
Bachelor of Science (BS), Organizational Leadership
The University of Georgia
Legislative Leadership Graduate, Carl Vinson Institute of Government
Georgia State Senate 2011 - Present
City of Alpharetta 2007 - Present
Slalom Consulting 2011 - Present
MediStreams, LLC 2014 - 2015
Ronald Blue & Co. 2005 - 2011
Dalco LLC 2001 - 2007
MarketSource Inc. 1999 - 2002
Elcotel 1999 - 2000
Lucent Technologies 1992 - 1998
Skills
Analysis, Budgets, Business Analysis, Business Development, Business Intelligence, Change Management, Collaboration Solutions, Coaching, Contract Negotiation, Customer Service, Event Planning, Fundraising, Government, Financial Analysis, Leadership Development, Leadership, Integration, Event Management, Consulting, Management, Management Consulting, Marketing, Media Relations, Mentoring, Mergers & Acquisitions, Microsoft Office, Negotiation, Networking, New Business Development, Non-profits, Nonprofits, Policy, Portfolio Management, Process Improvement, Program Management, Project Management, Project Planning, Public Relations, Public Speaking, Real Estate, Research, Risk Management, Sales, Sales Management, SharePoint, Social Media, Social Media Marketing, Social Networking, Start-ups, Strategic Financial...
Education
University of Louisville
Bachelor of Science (BS), Organizational Leadership
The University of Georgia
Legislative Leadership Graduate, Carl Vinson Institute of Government
Alan Wallace Alan Wallace's Ronald Blue & Co. Experience October 1997 - Present
Job Senior Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. October 1997 - Present
New England Financial January 1986 - September 1997
Education
Auburn University 1973 — 1974
BA, English, economics
Ronald Blue & Co. October 1997 - Present
New England Financial January 1986 - September 1997
Education
Auburn University 1973 — 1974
BA, English, economics
Andrew J. Roberts, CFP Andrew J. Roberts, CFP's Ronald Blue & Co. Experience January 1997 - January 2001
Job Wealth Manager at Financial Advisory Corporation
Industry Investment Management
Experience
Financial Advisory Corporation February 2001 - Present
Ronald Blue & Co. January 1997 - January 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Wealth, High Net Worth..., Small Business, Investment Management, Financial Services
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Finance
The Ohio State University Fisher College of Business 1980 — 1983
BS, Finance
Financial Advisory Corporation February 2001 - Present
Ronald Blue & Co. January 1997 - January 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Wealth, High Net Worth..., Small Business, Investment Management, Financial Services
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Finance
The Ohio State University Fisher College of Business 1980 — 1983
BS, Finance
Jeff Wernick Jeff Wernick's Ronald Blue & Co. Experience March 2012 - Present
Job Senior Business Consulting Services Specialist at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. March 2012 - Present
Nashville RBI 2003 - 2014
Trion Capital Partners, LLC August 2010 - March 2012
FIG PARTNERS, LLC October 2007 - July 2010
RODGERS CAPITAL GROUP September 2000 - September 2007
SUNTRUST EQUITABLE SECURITIES CORPORATION April 1997 - September 2000
Skills
Valuation, Negotiation, Structuring, Investment Banking, Venture Capital, Banking, Mergers, Financial Modeling, Financial Analysis, Private Equity, Debt, Corporate Finance, Due Diligence, LBO, IPO, Equities, Start-ups
Education
The University of Georgia 1993 — 1996
Bachelor of Business Administration, Finance
Ronald Blue & Co. March 2012 - Present
Nashville RBI 2003 - 2014
Trion Capital Partners, LLC August 2010 - March 2012
FIG PARTNERS, LLC October 2007 - July 2010
RODGERS CAPITAL GROUP September 2000 - September 2007
SUNTRUST EQUITABLE SECURITIES CORPORATION April 1997 - September 2000
Skills
Valuation, Negotiation, Structuring, Investment Banking, Venture Capital, Banking, Mergers, Financial Modeling, Financial Analysis, Private Equity, Debt, Corporate Finance, Due Diligence, LBO, IPO, Equities, Start-ups
Education
The University of Georgia 1993 — 1996
Bachelor of Business Administration, Finance
Rob Wells, CFP®'s Ronald Blue & Co. Experience January 2012 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2012 - Present
VantagePointe Financial Group July 2009 - December 2011
AXA Advisors January 2007 - June 2009
Edward Jones 2006 - 2007
Oak Express 2002 - 2005
Education
Evangel College 1997 — 2002
BBA, Management/Biblical Studies
Ronald Blue & Co. January 2012 - Present
VantagePointe Financial Group July 2009 - December 2011
AXA Advisors January 2007 - June 2009
Edward Jones 2006 - 2007
Oak Express 2002 - 2005
Education
Evangel College 1997 — 2002
BBA, Management/Biblical Studies
Mary Keenan's Ronald Blue & Co. Experience January 2000 - December 2014
Job CPA and Consultant
Industry Accounting
Experience
Mary Keenan Consulting, LLC July 2015 - Present
Ronald Blue & Co. January 2000 - December 2014
Balser, Horowitz, Frank & Wakeling February 1989 - December 1999
Education
National University 1987 — 1989
BBA, Accounting
Fullerton College 1974 — 1976
AA, Business
Mary Keenan Consulting, LLC July 2015 - Present
Ronald Blue & Co. January 2000 - December 2014
Balser, Horowitz, Frank & Wakeling February 1989 - December 1999
Education
National University 1987 — 1989
BBA, Accounting
Fullerton College 1974 — 1976
AA, Business
Josh Suddath Josh Suddath's Ronald Blue & Co. Experience January 2008 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2008 - Present
Six50 Health and Fitness May 2004 - August 2004
Education
Covenant College 2003 — 2007
Business, Economics & Finance
Covenant College 2003 — 2007
Business
Ronald Blue & Co. January 2008 - Present
Six50 Health and Fitness May 2004 - August 2004
Education
Covenant College 2003 — 2007
Business, Economics & Finance
Covenant College 2003 — 2007
Business
Roxanne Pennington Roxanne Pennington's Ronald Blue & Co. Experience December 1999 - April 2001
Job Entrepreneur
Industry Publishing
Experience
Dive Travel.com, Inc. October 2002 - Present
Ameritas Life Insurance July 2001 - October 2002
Ronald Blue & Co. December 1999 - April 2001
SunTrust Robinson Humphrey November 1996 - April 1999
Fortis Investments July 1995 - November 1996
Worldspan August 1991 - September 1995
Osborne Travel/ US Travel Systems June 1989 - July 1991
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
M.B.A., Business. G.P.A. 3.91.
The Travel Institute 1987 — 1991
CTC, Certified Travel Counselor
Dive Travel.com, Inc. October 2002 - Present
Ameritas Life Insurance July 2001 - October 2002
Ronald Blue & Co. December 1999 - April 2001
SunTrust Robinson Humphrey November 1996 - April 1999
Fortis Investments July 1995 - November 1996
Worldspan August 1991 - September 1995
Osborne Travel/ US Travel Systems June 1989 - July 1991
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
M.B.A., Business. G.P.A. 3.91.
The Travel Institute 1987 — 1991
CTC, Certified Travel Counselor
Callie Ward's Ronald Blue & Co. Experience May 2009 - January 2011
Job Corporate Recruiter at Brasfield & Gorrie, LLC
Industry Human Resources
Experience
Brasfield & Gorrie, LLC May 2013 - Present
The Auburn Plainsman January 2013 - May 2013
Modern Luxury May 2012 - December 2012
Ronald Blue & Co. May 2009 - January 2011
Skills
Publications, Human Resources, iCIMS, Interviews, College Recruiting, Microsoft Word, Copy Editing, PowerPoint, Soundslides, iMovie, Keynote, Social Networking
Education
Auburn University 2009 — 2013
Bachelor of Liberal Arts, Journalism
Milton High School
Brasfield & Gorrie, LLC May 2013 - Present
The Auburn Plainsman January 2013 - May 2013
Modern Luxury May 2012 - December 2012
Ronald Blue & Co. May 2009 - January 2011
Skills
Publications, Human Resources, iCIMS, Interviews, College Recruiting, Microsoft Word, Copy Editing, PowerPoint, Soundslides, iMovie, Keynote, Social Networking
Education
Auburn University 2009 — 2013
Bachelor of Liberal Arts, Journalism
Milton High School
Lantz Bowman, CFP® Lantz Bowman, CFP®'s Ronald Blue & Co. Experience June 1999 - Present
Job
Industry Financial Services
Experience
Ronald Blue & Co. June 1999 - Present
Skills
Wealth Management, Financial Planning, Investment Management, Retirement Planning, Estate Planning, Philanthropic Counsel, Asset Allocation, Risk Management, Personal Finance
Education
Texas Tech University 1995 — 1999
B.S., Family Financial Planning
Ronald Blue & Co. June 1999 - Present
Skills
Wealth Management, Financial Planning, Investment Management, Retirement Planning, Estate Planning, Philanthropic Counsel, Asset Allocation, Risk Management, Personal Finance
Education
Texas Tech University 1995 — 1999
B.S., Family Financial Planning
Kristen (Smith) Kornegay Kristen (Smith) Kornegay's Ronald Blue & Co. Experience May 2000 - November 2008
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
Don't Eat The Pie Personal Training February 2015 - Present
Edge Capital Partners April 2009 - February 2012
Ronald Blue & Co. May 2000 - November 2008
Skills
Investments, Financial Planning, Financial Reporting, Strategic Financial..., Equities, Asset Allocation, Alternative Investments, Private Equity, Fixed Income, Managerial Finance, Investment Advisory, Retirement Planning, Securities, Retirement, Management Consulting, Estate Planning, Strategic Planning, Financial Planners, Due Diligence, Investment Management
Education
Northwestern University 2002 — 2005
BSGS, Major: Mathematics, Minor: Business
Georgia Institute of Technology 1997 — 2000
Don't Eat The Pie Personal Training February 2015 - Present
Edge Capital Partners April 2009 - February 2012
Ronald Blue & Co. May 2000 - November 2008
Skills
Investments, Financial Planning, Financial Reporting, Strategic Financial..., Equities, Asset Allocation, Alternative Investments, Private Equity, Fixed Income, Managerial Finance, Investment Advisory, Retirement Planning, Securities, Retirement, Management Consulting, Estate Planning, Strategic Planning, Financial Planners, Due Diligence, Investment Management
Education
Northwestern University 2002 — 2005
BSGS, Major: Mathematics, Minor: Business
Georgia Institute of Technology 1997 — 2000
Erika Doggett Erika Doggett's Ronald Blue & Co. Experience February 2013 - April 2013
Job Bookkeeper/office accountant
Industry Nonprofit Organization Management
Experience
Norwex June 2015 - Present
ACM International December 2013 - Present
Ronald Blue & Co. February 2013 - April 2013
Biola University June 2011 - February 2013
Student Mission Union/Associated Students May 2010 - May 2011
Bookstore, Biola University August 2008 - May 2011
America Reads, Dolland Elementary August 2009 - May 2010
GOOD LIFE June 2009 - August 2009
Nathan's Famous, Inc. April 2008 - August 2009
McDonald's Corporation February 2004 - February 2006
Skills
Customer Service, Office Administration, Cash Handling, Tourism, Retail, Fast Food, Restaurants, Childcare, Cleaning, Organizing, Task Management, Billing, Data Entry, Bookkeeping, MS Office Suite, General Office Duties, Administration, Invoicing, Microsoft Office, Office Management, Event Planning, Cash Flow
Education
Biola University 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Norwex June 2015 - Present
ACM International December 2013 - Present
Ronald Blue & Co. February 2013 - April 2013
Biola University June 2011 - February 2013
Student Mission Union/Associated Students May 2010 - May 2011
Bookstore, Biola University August 2008 - May 2011
America Reads, Dolland Elementary August 2009 - May 2010
GOOD LIFE June 2009 - August 2009
Nathan's Famous, Inc. April 2008 - August 2009
McDonald's Corporation February 2004 - February 2006
Skills
Customer Service, Office Administration, Cash Handling, Tourism, Retail, Fast Food, Restaurants, Childcare, Cleaning, Organizing, Task Management, Billing, Data Entry, Bookkeeping, MS Office Suite, General Office Duties, Administration, Invoicing, Microsoft Office, Office Management, Event Planning, Cash Flow
Education
Biola University 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Jim Fairweather's Ronald Blue & Co. Experience January 2008 - May 2008
Job Corporate Sales at Google
Industry Information Technology and Services
Experience
Google August 2015 - Present
IBM October 2012 - August 2015
IBM January 2010 - October 2012
IBM August 2008 - February 2010
Heritage Christian High School January 2008 - June 2008
Ronald Blue & Co. January 2008 - May 2008
Pacers Sports & Entertainment June 2007 - August 2007
Skills
Solution Selling, Cloud Computing, Websphere, SaaS, Enterprise Software, Mobile Solutions, Business Process..., Application Integration, Sales Enablement, Business Development, Software Industry, Outsourcing, IT Strategy, Go-to-market Strategy, LinkedIn, CRM, Managed Services, Sales Operations, Business Alliances, Professional Services, Sales, Channel Partners
Education
Butler University
BS
Google August 2015 - Present
IBM October 2012 - August 2015
IBM January 2010 - October 2012
IBM August 2008 - February 2010
Heritage Christian High School January 2008 - June 2008
Ronald Blue & Co. January 2008 - May 2008
Pacers Sports & Entertainment June 2007 - August 2007
Skills
Solution Selling, Cloud Computing, Websphere, SaaS, Enterprise Software, Mobile Solutions, Business Process..., Application Integration, Sales Enablement, Business Development, Software Industry, Outsourcing, IT Strategy, Go-to-market Strategy, LinkedIn, CRM, Managed Services, Sales Operations, Business Alliances, Professional Services, Sales, Channel Partners
Education
Butler University
BS
Jared Lehman Jared Lehman's Ronald Blue & Co. Experience May 2013 - September 2013
Job Analyst at Charter Capital Partners
Industry Financial Services
Experience
Charter Capital Partners August 2015 - Present
Merrill Lynch March 2015 - July 2015
Valeo Financial Advisors LLC May 2014 - August 2014
Ronald Blue & Co. May 2013 - September 2013
Skills
Investments, Economics, Financial Advisory, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Allocation, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Hope College 2012 — 2015
BS, Management and Economics
Indiana University-Purdue University at Indianapolis 2011 — 2012
Accounting and Finance
Charter Capital Partners August 2015 - Present
Merrill Lynch March 2015 - July 2015
Valeo Financial Advisors LLC May 2014 - August 2014
Ronald Blue & Co. May 2013 - September 2013
Skills
Investments, Economics, Financial Advisory, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Allocation, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Hope College 2012 — 2015
BS, Management and Economics
Indiana University-Purdue University at Indianapolis 2011 — 2012
Accounting and Finance
Kevin Aaron's Ronald Blue & Co. Experience June 2014 - July 2015
Job Private Wealth Advisor at CenterPoint Wealth Management
Industry Financial Services
Experience
Ronald Blue & Co. June 2014 - July 2015
Simons Bitzer & Associates May 2004 - May 2014
Haney CPA Group, PC September 2001 - April 2004
True Tax Associates, Inc. 1993 - 2001
Charles Schwab 1999 - 2000
Blue & Co., LLC 1991 - 1993
Skills
Tax, Accounting, Tax Preparation, Strategic Financial..., Income Tax, Financial Reporting, CPA, Cash Flow, Financial Modeling, Tax Accounting, QuickBooks, Corporate Tax, Accounts Payable, Financial Planning
Education
Indiana University Bloomington 1986 — 1991
B.S., Accounting
Ronald Blue & Co. June 2014 - July 2015
Simons Bitzer & Associates May 2004 - May 2014
Haney CPA Group, PC September 2001 - April 2004
True Tax Associates, Inc. 1993 - 2001
Charles Schwab 1999 - 2000
Blue & Co., LLC 1991 - 1993
Skills
Tax, Accounting, Tax Preparation, Strategic Financial..., Income Tax, Financial Reporting, CPA, Cash Flow, Financial Modeling, Tax Accounting, QuickBooks, Corporate Tax, Accounts Payable, Financial Planning
Education
Indiana University Bloomington 1986 — 1991
B.S., Accounting
Dan Grover Dan Grover's Ronald Blue & Co. Experience November 1996 - Present
Job Senior Private Wealth Advisor at Ronald Blue & Co.
Industry Investment Management
Experience
Ronald Blue & Co. November 1996 - Present
E & Y January 1991 - November 1996
Skills
Estate Planning, Financial Planning, Investments, Retirement, Charitable Giving, Asset, Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Insurance, Portfolio Management, Public Speaking, Charitable Giving...
Education
Clemson University - College of Business and Behavioral Science 1989 — 1990
Masters of Professional Accountancy, Tax
Clemson University - College of Business and Behavioral Science 1984 — 1989
Financial Management, Accounting, Tax, Finance
Ronald Blue & Co. November 1996 - Present
E & Y January 1991 - November 1996
Skills
Estate Planning, Financial Planning, Investments, Retirement, Charitable Giving, Asset, Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Insurance, Portfolio Management, Public Speaking, Charitable Giving...
Education
Clemson University - College of Business and Behavioral Science 1989 — 1990
Masters of Professional Accountancy, Tax
Clemson University - College of Business and Behavioral Science 1984 — 1989
Financial Management, Accounting, Tax, Finance
Andrew Clement, CPA Andrew Clement, CPA's Ronald Blue & Co. Experience November 2014 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. November 2014 - Present
PricewaterhouseCoopers September 2011 - October 2014
Alcoa June 2010 - June 2011
Mountain National Bank June 2009 - May 2010
Education
University of Tennessee-Knoxville 2010 — 2011
Masters of Accounting, Accounting
Austin Peay State University 2005 — 2009
BBA, Accounting
Ronald Blue & Co. November 2014 - Present
PricewaterhouseCoopers September 2011 - October 2014
Alcoa June 2010 - June 2011
Mountain National Bank June 2009 - May 2010
Education
University of Tennessee-Knoxville 2010 — 2011
Masters of Accounting, Accounting
Austin Peay State University 2005 — 2009
BBA, Accounting
Colby Gilmore Colby Gilmore's Ronald Blue & Co. Experience February 2014 - April 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2015 - Present
Ronald Blue & Co. CPAs and Consultants January 2015 - April 2015
KPMG June 2014 - August 2014
Biola University September 2011 - June 2014
Ronald Blue & Co. February 2014 - April 2014
Christopher V. Haro, CPA February 2013 - April 2014
Royal Coach Car Wash 2008 - 2012
Keeton-King Construction June 2008 - August 2011
Skills
Management, Public Relations, Microsoft Excel, Success Driven, Passionate about work, Problem Solving, Tax Preparation, Drake Tax Software, Microsoft Access, Lacerte tax software, Customer Relationships, Administration, Public Speaking, Social Media, Accounting
Education
Biola University 2011 — 2015
Bachelor of Science (BS), Business Administration/Accounting
Biola University Crowell School of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting
Sisters High School 2007 — 2011
KPMG US August 2015 - Present
Ronald Blue & Co. CPAs and Consultants January 2015 - April 2015
KPMG June 2014 - August 2014
Biola University September 2011 - June 2014
Ronald Blue & Co. February 2014 - April 2014
Christopher V. Haro, CPA February 2013 - April 2014
Royal Coach Car Wash 2008 - 2012
Keeton-King Construction June 2008 - August 2011
Skills
Management, Public Relations, Microsoft Excel, Success Driven, Passionate about work, Problem Solving, Tax Preparation, Drake Tax Software, Microsoft Access, Lacerte tax software, Customer Relationships, Administration, Public Speaking, Social Media, Accounting
Education
Biola University 2011 — 2015
Bachelor of Science (BS), Business Administration/Accounting
Biola University Crowell School of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting
Sisters High School 2007 — 2011
DeAnna Waldrop DeAnna Waldrop's Ronald Blue & Co. Experience June 1999 - June 2008
Job Data Analyst, Master Data Management Vendor at CHS Supply Chain Shared Services Center Nashville
Industry Hospital & Health Care
Experience
Community Health Systems - Supply Chain Shared Services Center Nashville July 2015 - Present
Community Health Systems November 2008 - July 2015
Ronald Blue & Co. June 1999 - June 2008
Ernst & Young May 1998 - June 1999
Skills
Financial Analysis, Financial Reporting, Auditing, Healthcare, Microsoft Office, Finance, Microsoft Word, PowerPoint, Event Planning, Microsoft Excel, Hyperion Reports, Advent, Invoicing, Accounts Payable, Analysis, Process Improvement, QuickBooks
Education
Lipscomb University 1992 — 1998
Bachelor of Science (B.S.), Business Administration: Accounting and Management
Community Health Systems - Supply Chain Shared Services Center Nashville July 2015 - Present
Community Health Systems November 2008 - July 2015
Ronald Blue & Co. June 1999 - June 2008
Ernst & Young May 1998 - June 1999
Skills
Financial Analysis, Financial Reporting, Auditing, Healthcare, Microsoft Office, Finance, Microsoft Word, PowerPoint, Event Planning, Microsoft Excel, Hyperion Reports, Advent, Invoicing, Accounts Payable, Analysis, Process Improvement, QuickBooks
Education
Lipscomb University 1992 — 1998
Bachelor of Science (B.S.), Business Administration: Accounting and Management
Jeff Beaumont Jeff Beaumont's Ronald Blue & Co. Experience September 2006 - October 2013
Job Director of Support at Riskalyze
Industry Accounting
Experience
Riskalyze November 2013 - Present
Ronald Blue & Co. September 2006 - October 2013
Biola University June 2005 - September 2006
Biola University May 2004 - September 2004
Bon Appetit September 2002 - January 2004
Education
Biola University 2002 — 2006
Bachelor of Science (B.S.), Business Administration: Accounting
Riskalyze November 2013 - Present
Ronald Blue & Co. September 2006 - October 2013
Biola University June 2005 - September 2006
Biola University May 2004 - September 2004
Bon Appetit September 2002 - January 2004
Education
Biola University 2002 — 2006
Bachelor of Science (B.S.), Business Administration: Accounting
Stanton Lanier Stanton Lanier's Ronald Blue & Co. Experience 1995 - 2004
Job Pianist and Composer at Music to Light the Word
Industry Music
Experience
Music to Light the World 2004 - Present
Ronald Blue & Co. 1995 - 2004
Skills
Music, Composition, Piano, Recording, Social Networking, Event Management, Event Planning, Public Speaking, Strategic Financial..., Pianist, Music Industry, Social Media, Concerts, Television, Leadership Development, Nonprofits, Songs, Entrepreneurship, Small Business, Radio, Band, Music Production, Original Music, Bands
Education
University of Georgia - Terry College of Business 1987 — 1989
M.B.A.
Georgia Institute of Technology 1982 — 1986
BS, Chemistry
Music to Light the World 2004 - Present
Ronald Blue & Co. 1995 - 2004
Skills
Music, Composition, Piano, Recording, Social Networking, Event Management, Event Planning, Public Speaking, Strategic Financial..., Pianist, Music Industry, Social Media, Concerts, Television, Leadership Development, Nonprofits, Songs, Entrepreneurship, Small Business, Radio, Band, Music Production, Original Music, Bands
Education
University of Georgia - Terry College of Business 1987 — 1989
M.B.A.
Georgia Institute of Technology 1982 — 1986
BS, Chemistry
Greg Tutino, CFP® Greg Tutino, CFP®'s Ronald Blue & Co. Experience May 2004 - Present
Job Managing Director at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2004 - Present
Bunting Management Group December 1991 - April 2004
The Ayco Company, L.P. October 1988 - December 1991
Skills
Investment Management, Wealth Management, Retirement Planning, Estate Planning, Investments, Investment Advisory, Retirement, Strategic Financial..., Alternative Investments, Portfolio Management, Equities, Asset Managment, Finance, Nonprofits
Education
Rochester Institute of Technology 1981 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Ithaca College 1980 — 1981
Business/Marketing
Paul Smith's College 1979 — 1980
Hotel Management/Business Admin
Ronald Blue & Co. May 2004 - Present
Bunting Management Group December 1991 - April 2004
The Ayco Company, L.P. October 1988 - December 1991
Skills
Investment Management, Wealth Management, Retirement Planning, Estate Planning, Investments, Investment Advisory, Retirement, Strategic Financial..., Alternative Investments, Portfolio Management, Equities, Asset Managment, Finance, Nonprofits
Education
Rochester Institute of Technology 1981 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Ithaca College 1980 — 1981
Business/Marketing
Paul Smith's College 1979 — 1980
Hotel Management/Business Admin
Dan Nah's Ronald Blue & Co. Experience January 2014 - April 2015
Job Pastor of Care and Connections at Kindred Community Church
Industry Accounting
Experience
Kindred Community Church May 2015 - Present
Ronald Blue & Co. January 2014 - April 2015
Cornerstone Bible Church May 2007 - June 2013
Hope Bible Church September 2002 - June 2006
Valley Korean Community Church January 1997 - August 2002
Education
The Master's Seminary 1995 — 1999
Master of Divinity (M.Div.)
University of California, Los Angeles 1991 — 1995
Bachelor of Arts (B.A.), History with Business Administration Specialization
Kindred Community Church May 2015 - Present
Ronald Blue & Co. January 2014 - April 2015
Cornerstone Bible Church May 2007 - June 2013
Hope Bible Church September 2002 - June 2006
Valley Korean Community Church January 1997 - August 2002
Education
The Master's Seminary 1995 — 1999
Master of Divinity (M.Div.)
University of California, Los Angeles 1991 — 1995
Bachelor of Arts (B.A.), History with Business Administration Specialization
Jeremy Joiner, CFP® Jeremy Joiner, CFP®'s Ronald Blue & Co. Experience August 2010 - June 2012
Job Retirement Income Planning Specialist, Financial Planner and Vice President at Strategic Advisory Services, L.P.
Industry Financial Services
Experience
Strategic Advisory Services, L.P. June 2012 - Present
Ronald Blue & Co. August 2010 - June 2012
United Capital Finanical Advisors January 2010 - January 2011
Strategic Advisory Services, L.P. January 2006 - January 2010
Skills
Wealth Management, Financial Planners, Investment Advisory, Estate Planning, Finance, Investment Management, Retirement Planning, Pensions, Wealth, Strategy, Financial Advisory
Education
Texas Tech University 2002 — 2006
Bachelors, Personal Financial Planning
Strategic Advisory Services, L.P. June 2012 - Present
Ronald Blue & Co. August 2010 - June 2012
United Capital Finanical Advisors January 2010 - January 2011
Strategic Advisory Services, L.P. January 2006 - January 2010
Skills
Wealth Management, Financial Planners, Investment Advisory, Estate Planning, Finance, Investment Management, Retirement Planning, Pensions, Wealth, Strategy, Financial Advisory
Education
Texas Tech University 2002 — 2006
Bachelors, Personal Financial Planning
Jeff Miley's Ronald Blue & Co. Experience May 2013 - August 2013
Job IT Business Analyst at Cummins Inc.
Industry Information Technology and Services
Experience
Cummins Inc. June 2015 - Present
Cummins Inc. May 2014 - August 2014
Appsurdity November 2013 - May 2014
Ronald Blue & Co. May 2013 - August 2013
The Miley Collection June 2013 - July 2013
Nishida Services, Inc. May 2012 - August 2012
Skills
Marketing, PowerPoint, Leadership, Time Management, Social Media, Teamwork
Education
Indiana University Bloomington 2012 — 2015
Informatics
Anderson University 2011 — 2012
Accounting
Cummins Inc. June 2015 - Present
Cummins Inc. May 2014 - August 2014
Appsurdity November 2013 - May 2014
Ronald Blue & Co. May 2013 - August 2013
The Miley Collection June 2013 - July 2013
Nishida Services, Inc. May 2012 - August 2012
Skills
Marketing, PowerPoint, Leadership, Time Management, Social Media, Teamwork
Education
Indiana University Bloomington 2012 — 2015
Informatics
Anderson University 2011 — 2012
Accounting
Linda Tavernarakis, CAP's Ronald Blue & Co. Experience June 2004 - June 2007
Job Executive Assistant/Office Manager at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2007 - Present
Ronald Blue & Co. June 2004 - June 2007
World Concern October 1990 - June 2003
Skills
Marketing Communications, Fundraising, Office Administration, Internal Communications, Microsoft Publisher, Marketing Strategy, Microsoft Word, Accounting, Event Planning, Office Management, Work Independently with..., Handle Multiple..., Highly Organized &..., Time-efficient, Tech-savvy, Written & Verbal..., Administraion, Administrative..., Administrative..., Executive..., Handle Confidential..., Office Equipment..., Administrative..., Calendars, Spreadsheets, Lotus Notes, Executive Support, Confidentiality, Administration, Administrative..., Customer Service
Education
North Seattle Community College 1983 — 1985
completed courses, Business Administration
University of Washington Extension
Completed course, Greek Language
Duff & Phelps August 2007 - Present
Ronald Blue & Co. June 2004 - June 2007
World Concern October 1990 - June 2003
Skills
Marketing Communications, Fundraising, Office Administration, Internal Communications, Microsoft Publisher, Marketing Strategy, Microsoft Word, Accounting, Event Planning, Office Management, Work Independently with..., Handle Multiple..., Highly Organized &..., Time-efficient, Tech-savvy, Written & Verbal..., Administraion, Administrative..., Administrative..., Executive..., Handle Confidential..., Office Equipment..., Administrative..., Calendars, Spreadsheets, Lotus Notes, Executive Support, Confidentiality, Administration, Administrative..., Customer Service
Education
North Seattle Community College 1983 — 1985
completed courses, Business Administration
University of Washington Extension
Completed course, Greek Language
Cheryl Maddox Cheryl Maddox's Ronald Blue & Co. Experience February 2012 - Present
Job Financial Planning Associate at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 2012 - Present
Southern Evangelical Seminary January 2005 - February 2012
Bank of America June 2003 - January 2005
Bank of America 1991 - 1997
Eastman Chemical Company 1987 - 1989
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
North Carolina Agricultural and Technical State University 1983 — 1987
Bachelor's Degree
Ronald Blue & Co. February 2012 - Present
Southern Evangelical Seminary January 2005 - February 2012
Bank of America June 2003 - January 2005
Bank of America 1991 - 1997
Eastman Chemical Company 1987 - 1989
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
North Carolina Agricultural and Technical State University 1983 — 1987
Bachelor's Degree
Vince Birley, CFP®, AIF® Vince Birley, CFP®, AIF®'s Ronald Blue & Co. Experience April 2000 - Present
Job Executive at Ronald Blue and Company
Industry Financial Services
Experience
Ronald Blue & Co. April 2000 - Present
Atlantic Capital Management January 1994 - December 2000
Education
Central College 1981 — 1985
BA, Business Management
Ronald Blue & Co. April 2000 - Present
Atlantic Capital Management January 1994 - December 2000
Education
Central College 1981 — 1985
BA, Business Management
Garry A. Poliakon Garry A. Poliakon's Ronald Blue & Co. Experience September 2008 - Present
Job Senior Accountant, CPA at Ronald Blue & Co. CPAs and Consultants, LLP
Industry Accounting
Experience
Ronald Blue & Co. September 2008 - Present
Education
Azusa Pacific University 2001 — 2003
Bachelor's degree, Accounting
Ronald Blue & Co. September 2008 - Present
Education
Azusa Pacific University 2001 — 2003
Bachelor's degree, Accounting
Derek V. Irish, CFP® Derek V. Irish, CFP®'s Ronald Blue & Co. Experience January 1998 - Present
Job Principal, Sr. Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 1998 - Present
Accenture 1989 - 1998
Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Estate Tax Planning, Financial Planning, Philanthropic Counsel, Asset Allocation, Risk Management
Education
The University of Texas at Austin 1984 — 1988
Bachelor's Degree, Finance, General
Ronald Blue & Co. January 1998 - Present
Accenture 1989 - 1998
Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Estate Tax Planning, Financial Planning, Philanthropic Counsel, Asset Allocation, Risk Management
Education
The University of Texas at Austin 1984 — 1988
Bachelor's Degree, Finance, General
Marshall Potter, CFP(r) Marshall Potter, CFP(r)'s Ronald Blue & Co. Experience January 2000 - Present
Job Principal, Senior Financial Advisor at Ronald Blue & Co., LLC
Industry Financial Services
Experience
Ronald Blue & Co. January 2000 - Present
GTE 1999 - 1999
Skills
Comprehensive, fee-only..., Retirement Plan..., Investment analysis and..., Tax preparation &..., Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investment Advisory..., Investments, Retirement, Asset Allocation, Estate Planning, Asset Management, Portfolio Management, Financial Planners, Personal Financial..., Charitable Giving, Philanthropic Counsel, Investment Analysis, Investment Management, Fee-only, Finance
Education
Professional Christian Coaching Program
University of Illinois at Urbana-Champaign 1996 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
Taylor University 1990 — 1994
B.S., Business
Greenfield Central 1987 — 1990
Ronald Blue & Co. January 2000 - Present
GTE 1999 - 1999
Skills
Comprehensive, fee-only..., Retirement Plan..., Investment analysis and..., Tax preparation &..., Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investment Advisory..., Investments, Retirement, Asset Allocation, Estate Planning, Asset Management, Portfolio Management, Financial Planners, Personal Financial..., Charitable Giving, Philanthropic Counsel, Investment Analysis, Investment Management, Fee-only, Finance
Education
Professional Christian Coaching Program
University of Illinois at Urbana-Champaign 1996 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
Taylor University 1990 — 1994
B.S., Business
Greenfield Central 1987 — 1990
Michelle Pellum Michelle Pellum's Ronald Blue & Co. Experience August 2007 - Present
Job Certified Dog Trainer at Pellum's Paws Dog Training
Industry Professional Training & Coaching
Experience
Pellum's Paws Dog Training June 2013 - Present
Ronald Blue & Co. August 2007 - Present
First Christian Church of Tempe August 2006 - August 2007
Someburros Mexican Restaurant August 2003 - August 2006
Skills
Microsoft Excel, Microsoft Office, Administration, Outlook, Appointment Scheduling, Dog Training, Animal Behavior, Organizing, Interdisciplinary, Managerial Experience, Computer Repair, Physical Computing, Business Communications, Excel, Electronics Repair, Equipment Repair, Computer Setup, Office Equipment, Equipment Installation, Sports, Singing, Christianity
Education
Animal Behavior College 2012 — 2013
Certified Dog Trainer
Arizona State University 2007 — 2012
Bachelor of Interdisciplinary Studies, Organizational Studies
Mesa Community College 2005 — 2007
Pellum's Paws Dog Training June 2013 - Present
Ronald Blue & Co. August 2007 - Present
First Christian Church of Tempe August 2006 - August 2007
Someburros Mexican Restaurant August 2003 - August 2006
Skills
Microsoft Excel, Microsoft Office, Administration, Outlook, Appointment Scheduling, Dog Training, Animal Behavior, Organizing, Interdisciplinary, Managerial Experience, Computer Repair, Physical Computing, Business Communications, Excel, Electronics Repair, Equipment Repair, Computer Setup, Office Equipment, Equipment Installation, Sports, Singing, Christianity
Education
Animal Behavior College 2012 — 2013
Certified Dog Trainer
Arizona State University 2007 — 2012
Bachelor of Interdisciplinary Studies, Organizational Studies
Mesa Community College 2005 — 2007
Donna Hasbach, CFP® Donna Hasbach, CFP®'s Ronald Blue & Co. Experience February 2013 - Present
Job Senior Financial Planner at Ronald Blue
Industry Financial Services
Experience
Ronald Blue & Co. February 2013 - Present
DHB Financial Planning December 2006 - February 2013
Financial Life Planners, LLC July 2009 - December 2012
H&R Block December 2008 - April 2009
FINOVA Capital Corporation February 1998 - June 2003
Household International 1989 - 1998
Skills
Registered Investment..., Personal Financial..., Certified Financial..., Investment Management, Investments, Wealth Management
Education
College for Financial Planning 2003 — 2006
Certified Financial Planner
Quinlan School of Business, Loyola University Chicago 1982 — 1984
MBA, Business
University of Illinois at Urbana-Champaign 1975 — 1979
BA, Psychology, Accounting
Palatine High School
Ronald Blue & Co. February 2013 - Present
DHB Financial Planning December 2006 - February 2013
Financial Life Planners, LLC July 2009 - December 2012
H&R Block December 2008 - April 2009
FINOVA Capital Corporation February 1998 - June 2003
Household International 1989 - 1998
Skills
Registered Investment..., Personal Financial..., Certified Financial..., Investment Management, Investments, Wealth Management
Education
College for Financial Planning 2003 — 2006
Certified Financial Planner
Quinlan School of Business, Loyola University Chicago 1982 — 1984
MBA, Business
University of Illinois at Urbana-Champaign 1975 — 1979
BA, Psychology, Accounting
Palatine High School
Cason Wittig Cason Wittig's Ronald Blue & Co. Experience June 2006 - August 2006
Job Financial Analyst
Industry Hospital & Health Care
Experience
Ephraim McDowell Regional Medical Center September 2011 - Present
World Gospel Mission September 2009 - February 2011
BKD CPAs & Advisors July 2007 - August 2009
Taylor University 2003 - 2007
Taylor University 2003 - 2007
Ronald Blue & Co. June 2006 - August 2006
Skills
Non-profits, Accounting, Budgets, Leadership, Account Reconciliation, Auditing, Payroll, Leadership Development, Nonprofits, Internal Controls, Strategic Planning, Finance, Management, Tax, Human Resources, Administration
Education
Taylor University 2003 — 2007
Bachelor of Science, Accounting Systems
Ephraim McDowell Regional Medical Center September 2011 - Present
World Gospel Mission September 2009 - February 2011
BKD CPAs & Advisors July 2007 - August 2009
Taylor University 2003 - 2007
Taylor University 2003 - 2007
Ronald Blue & Co. June 2006 - August 2006
Skills
Non-profits, Accounting, Budgets, Leadership, Account Reconciliation, Auditing, Payroll, Leadership Development, Nonprofits, Internal Controls, Strategic Planning, Finance, Management, Tax, Human Resources, Administration
Education
Taylor University 2003 — 2007
Bachelor of Science, Accounting Systems
Mark Loyd Jones, Ph.D. Mark Loyd Jones, Ph.D.'s Ronald Blue & Co. Experience 1993 - 1995
Job VP, Product Solutions at Xtera Communications
Industry Telecommunications
Experience
Xtera Communications August 2012 - Present
M L Jones Consulting February 2012 - July 2012
Tellabs March 2008 - February 2012
Ceterus Networks April 2007 - March 2008
Sprint Nextel January 1996 - March 2007
Ronald Blue & Co. 1993 - 1995
Education
Georgia Institute of Technology 1987 — 1995
Ph.D., Electrical Engineering
Oklahoma State University 1985 — 1987
M.S., Electrical Engineering
Oklahoma State University 1981 — 1985
B.S., Electrical Engineering with Computer Option
Jakarta International School 1976 — 1983
Xtera Communications August 2012 - Present
M L Jones Consulting February 2012 - July 2012
Tellabs March 2008 - February 2012
Ceterus Networks April 2007 - March 2008
Sprint Nextel January 1996 - March 2007
Ronald Blue & Co. 1993 - 1995
Education
Georgia Institute of Technology 1987 — 1995
Ph.D., Electrical Engineering
Oklahoma State University 1985 — 1987
M.S., Electrical Engineering
Oklahoma State University 1981 — 1985
B.S., Electrical Engineering with Computer Option
Jakarta International School 1976 — 1983
Brian Holman Brian Holman's Ronald Blue & Co. Experience January 2000 - 2013
Job Motivational Speaker / Player Adviser at Baseball Management Services / Pitching Coordinator at Natural Baseball Academy
Industry Professional Training & Coaching
Experience
Independent Motivational Speaker - Natural Baseball Academy January 1998 - Present
Baseball Management Services (BMS) December 2013 - Present
remBrand Sports September 2013 - 2014
Ronald Blue & Co. January 2000 - 2013
Seattle Mariners May 1989 - October 1993
Montreal Expos June 1983 - May 1989
Skills
Coaching, Management Consulting, Leadership, Time Management, Investments, Baseball, Public Speaking, Estate Planning, Press Releases, Athletics, Sales, Strategic Financial..., Finance, Retirement Planning, Accounting, Sports, Wealth Management, Nonprofits, Portfolio Management, Business Planning, Fundraising, Financial Advisory, Asset Allocation, Program Management, Management, Small Business, Social Media, Strategic Planning, Retirement, Motivational Speaking, Event Planning
Education
Bellevue Community College 1994 — 1996
Finance
Wichita North High School 1982 — 1983
Aurora Hinkley High School 1979 — 1983
Independent Motivational Speaker - Natural Baseball Academy January 1998 - Present
Baseball Management Services (BMS) December 2013 - Present
remBrand Sports September 2013 - 2014
Ronald Blue & Co. January 2000 - 2013
Seattle Mariners May 1989 - October 1993
Montreal Expos June 1983 - May 1989
Skills
Coaching, Management Consulting, Leadership, Time Management, Investments, Baseball, Public Speaking, Estate Planning, Press Releases, Athletics, Sales, Strategic Financial..., Finance, Retirement Planning, Accounting, Sports, Wealth Management, Nonprofits, Portfolio Management, Business Planning, Fundraising, Financial Advisory, Asset Allocation, Program Management, Management, Small Business, Social Media, Strategic Planning, Retirement, Motivational Speaking, Event Planning
Education
Bellevue Community College 1994 — 1996
Finance
Wichita North High School 1982 — 1983
Aurora Hinkley High School 1979 — 1983
Eric Squires Eric Squires's Ronald Blue & Co. Experience August 2012 - Present
Job Research Engineer at Georgia Tech Research Institute
Industry Financial Services
Experience
Georgia Tech Research Institute September 2013 - Present
Ronald Blue & Co. August 2012 - Present
Ronald Blue & Co. June 2006 - August 2012
Skills
Machine Vision, Electrical Controls, C/C++, VBA, SQL, Matlab, LaTeX, Kalman filtering, Financial Modeling, Valuation, Analysis, Economics, Portfolio Management, Asset Management
Education
Georgia Institute of Technology 2011 — 2013
BS, Electrical Engineering
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance, Philosophy
Georgia Tech Research Institute September 2013 - Present
Ronald Blue & Co. August 2012 - Present
Ronald Blue & Co. June 2006 - August 2012
Skills
Machine Vision, Electrical Controls, C/C++, VBA, SQL, Matlab, LaTeX, Kalman filtering, Financial Modeling, Valuation, Analysis, Economics, Portfolio Management, Asset Management
Education
Georgia Institute of Technology 2011 — 2013
BS, Electrical Engineering
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance, Philosophy
Troy Madlom Troy Madlom's Ronald Blue & Co. Experience June 2014 - Present
Job Investment Research Analyst
Industry Financial Services
Experience
Ronald Blue & Co. June 2014 - Present
Pensacola Christian College June 2011 - June 2014
National Christian Foundation December 2010 - January 2011
First Command Financial Planning May 2010 - July 2010
Skills
Microsoft Excel, Investments, Research, Analysis, PowerPoint, Capital Markets, Accounting, Financial Analysis, Financial Modeling, Linear Regression, Corporate Finance, Derivatives, Valuation, Economics, Capital Budgeting, Finance
Education
Pensacola Christian College 2007 — 2011
BS, Business with Finance Concentration, Accounting Minor
Ronald Blue & Co. June 2014 - Present
Pensacola Christian College June 2011 - June 2014
National Christian Foundation December 2010 - January 2011
First Command Financial Planning May 2010 - July 2010
Skills
Microsoft Excel, Investments, Research, Analysis, PowerPoint, Capital Markets, Accounting, Financial Analysis, Financial Modeling, Linear Regression, Corporate Finance, Derivatives, Valuation, Economics, Capital Budgeting, Finance
Education
Pensacola Christian College 2007 — 2011
BS, Business with Finance Concentration, Accounting Minor
Lauren Currier Lauren Currier's Ronald Blue & Co. Experience August 2011 - August 2012
Job Editor at Scribendi Editing and Proofreading
Industry Writing and Editing
Experience
Scribendi Editing and Proofreading July 2014 - Present
Quest Media International, LLC May 2007 - Present
Cherry Bekaert LLP August 2012 - July 2014
Ronald Blue & Co. August 2011 - August 2012
Ronald Blue & Co. July 2010 - August 2011
C2 Education May 2008 - July 2010
Remarkable Pool Service, Inc. May 2001 - September 2008
The University of Georiga Press August 2007 - December 2007
Skills
Proofreading, Newsletters, Editing, Social Media, Advertising, Books, Editorial, Copy Editing, Management
Education
The University of Georgia 2005 — 2008
BA, English
Scribendi Editing and Proofreading July 2014 - Present
Quest Media International, LLC May 2007 - Present
Cherry Bekaert LLP August 2012 - July 2014
Ronald Blue & Co. August 2011 - August 2012
Ronald Blue & Co. July 2010 - August 2011
C2 Education May 2008 - July 2010
Remarkable Pool Service, Inc. May 2001 - September 2008
The University of Georiga Press August 2007 - December 2007
Skills
Proofreading, Newsletters, Editing, Social Media, Advertising, Books, Editorial, Copy Editing, Management
Education
The University of Georgia 2005 — 2008
BA, English
David Lawless, CPA David Lawless, CPA's Ronald Blue & Co. Experience September 2015 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Chris Scotchler's Ronald Blue & Co. Experience September 2005 - Present
Job Financial Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2005 - Present
Charles Schwab April 1997 - October 2004
Skills
Retirement Planning, Wealth Management, Finance, Retirement, Estate Planning, Asset Allocation, Investment Advisory, Financial Planners, Financial Advisory, Mutual Funds, Investment Management, Portfolio Management, Financial Planning, Investments, Asset Management
Education
CSU, Chico 1993 — 1996
Finance, General
Ronald Blue & Co. September 2005 - Present
Charles Schwab April 1997 - October 2004
Skills
Retirement Planning, Wealth Management, Finance, Retirement, Estate Planning, Asset Allocation, Investment Advisory, Financial Planners, Financial Advisory, Mutual Funds, Investment Management, Portfolio Management, Financial Planning, Investments, Asset Management
Education
CSU, Chico 1993 — 1996
Finance, General
Diane Reisinger's Ronald Blue & Co. Experience August 1995 - Present
Job Human Resources Specialist at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. August 1995 - Present
Education
Florida State University - College of Business 1964 — 1967
Bachelor of Science, Business Administration
Ronald Blue & Co. August 1995 - Present
Education
Florida State University - College of Business 1964 — 1967
Bachelor of Science, Business Administration
Joe Beach's Ronald Blue & Co. Experience January 2006 - December 2006
Job Tax, Estate, and Business Attorney at Merritt Watson, LLP
Industry Law Practice
Experience
Merritt Watson, LLP October 2000 - Present
Ronald Blue & Co. January 2006 - December 2006
Rosen Harwood, P.A. October 1997 - October 2000
Tanner & Guin, LLC August 1994 - October 1997
Skills
Estate Planning, Charities, Tax, Small Business, Estate Tax Planning, LLC, Succession Planning, Trusts, Estate Law, Partnership Taxation, Corporate Tax, Corporate Law, Legal Writing
Education
Samford University, Cumberland School of Law 1991 — 1994
Juris Doctor (JD)
Tennessee Temple University 1986 — 1990
B.S., Accounting
Merritt Watson, LLP October 2000 - Present
Ronald Blue & Co. January 2006 - December 2006
Rosen Harwood, P.A. October 1997 - October 2000
Tanner & Guin, LLC August 1994 - October 1997
Skills
Estate Planning, Charities, Tax, Small Business, Estate Tax Planning, LLC, Succession Planning, Trusts, Estate Law, Partnership Taxation, Corporate Tax, Corporate Law, Legal Writing
Education
Samford University, Cumberland School of Law 1991 — 1994
Juris Doctor (JD)
Tennessee Temple University 1986 — 1990
B.S., Accounting
Maurice Perry, CFA's Ronald Blue & Co. Experience September 1999 - October 2001
Job VP of Investments at UNC Management Co.
Industry Investment Management
Experience
UNC Management Co. July 2005 - March 2014
John S. and James L. Knight Foundation November 2001 - February 2005
Ronald Blue & Co. September 1999 - October 2001
Skills
Investments, Asset Allocation, Mutual Funds, Management, Finance, Alternative Investments, Endowments, Foundations, Hedge Funds, Portfolio Management, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA, Finance
University of Florida 1990 — 1994
BA, Economics, Finance
UNC Management Co. July 2005 - March 2014
John S. and James L. Knight Foundation November 2001 - February 2005
Ronald Blue & Co. September 1999 - October 2001
Skills
Investments, Asset Allocation, Mutual Funds, Management, Finance, Alternative Investments, Endowments, Foundations, Hedge Funds, Portfolio Management, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA, Finance
University of Florida 1990 — 1994
BA, Economics, Finance
Michael Blue's Ronald Blue & Co. Experience December 2000 - August 2002
Job Director for Professional and Church at Ron Blue Institute for Financial Planning, LLC
Industry Nonprofit Organization Management
Experience
Ron Blue Institute for Financial Planning, LLC July 2015 - Present
Blue Rhodes, PLLC July 2012 - June 2015
Winstead PC July 2007 - July 2012
Haynes and Boone, LLP July 2005 - July 2007
Ronald Blue & Co. December 2000 - August 2002
Velocity Electronics July 2000 - December 2000
Skills
Estate Planning, Real Estate Development, Finance, Corporate Law
Education
Baylor University School of Law 2002 — 2005
JD
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Finance
The Westminster Schools 1989 — 1996
Ron Blue Institute for Financial Planning, LLC July 2015 - Present
Blue Rhodes, PLLC July 2012 - June 2015
Winstead PC July 2007 - July 2012
Haynes and Boone, LLP July 2005 - July 2007
Ronald Blue & Co. December 2000 - August 2002
Velocity Electronics July 2000 - December 2000
Skills
Estate Planning, Real Estate Development, Finance, Corporate Law
Education
Baylor University School of Law 2002 — 2005
JD
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Finance
The Westminster Schools 1989 — 1996
Sherry Teat's Ronald Blue & Co. Experience January 2001 - Present
Job Financial Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2001 - Present
Arthur Andersen LLP September 1998 - January 2001
Skills
Investments, Budgets, Tax, Retirement Planning, Microsoft Excel, Wealth Management, Accounting, Microsoft Office, Estate Planning, Comprehensive Planning, Strategic Financial..., Helping Clients Succeed, Philanthropy, Business Planning
Education
Kansas State University
Master's degree, Family Financial Planning
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Accounting
Ronald Blue & Co. January 2001 - Present
Arthur Andersen LLP September 1998 - January 2001
Skills
Investments, Budgets, Tax, Retirement Planning, Microsoft Excel, Wealth Management, Accounting, Microsoft Office, Estate Planning, Comprehensive Planning, Strategic Financial..., Helping Clients Succeed, Philanthropy, Business Planning
Education
Kansas State University
Master's degree, Family Financial Planning
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Accounting
Amy Roush, CPA's Ronald Blue & Co. Experience December 2003 - July 2007
Job CRE Portfolio Specialist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2013 - Present
Calvin Edwards & Company July 2007 - March 2013
Ronald Blue & Co. December 2003 - July 2007
BKR Metcalf Davis December 2001 - December 2003
Kerkering, Barberio, & Co., P.A. January 1999 - November 2003
Barnett Bank of SW Florida July 1994 - December 1997
Bank One June 1991 - June 1994
Skills
Accounting, Non-profits, Income Tax, Finance, CPA, Analysis, Financial Statements, Tax Research, Due Diligence, Project Management
Education
University of South Florida 1998 — 1999
N/A, Accounting
Miami University 1987 — 1991
B.S., Business Administration (Accountancy)
SunTrust Bank April 2013 - Present
Calvin Edwards & Company July 2007 - March 2013
Ronald Blue & Co. December 2003 - July 2007
BKR Metcalf Davis December 2001 - December 2003
Kerkering, Barberio, & Co., P.A. January 1999 - November 2003
Barnett Bank of SW Florida July 1994 - December 1997
Bank One June 1991 - June 1994
Skills
Accounting, Non-profits, Income Tax, Finance, CPA, Analysis, Financial Statements, Tax Research, Due Diligence, Project Management
Education
University of South Florida 1998 — 1999
N/A, Accounting
Miami University 1987 — 1991
B.S., Business Administration (Accountancy)
Sam Erdman, CFP®, Qualified Kingdom Advisor™'s Ronald Blue & Co. Experience February 2006 - Present
Job Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 2006 - Present
Snyder Home Services July 2005 - February 2006
RSM McGladrey July 2004 - July 2005
Education
James Madison University 2000 — 2004
B.B.A., Accounting
The American College
Certificate, Financial Planning
Dulaney High School
Ronald Blue & Co. February 2006 - Present
Snyder Home Services July 2005 - February 2006
RSM McGladrey July 2004 - July 2005
Education
James Madison University 2000 — 2004
B.B.A., Accounting
The American College
Certificate, Financial Planning
Dulaney High School
Ryan Blackburn, CFP(R)'s Ronald Blue & Co. Experience September 1999 - Present
Job Financial Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 1999 - Present
SpringHill Camps May 1997 - September 1999
Skills
Strategic Financial..., Investment Management, Certified Financial..., Retirement Planning, Finance, Investment Advisory, Personal Finance, Retirement, Portfolio Management, Asset Management, Asset Allocation, Estate Planning, Financial Planners, Wealth Management, Financial Advisory, Mutual Funds, Investments
Education
Anderson University 1993 — 1997
BA, Business Finance and Management
Ronald Blue & Co. September 1999 - Present
SpringHill Camps May 1997 - September 1999
Skills
Strategic Financial..., Investment Management, Certified Financial..., Retirement Planning, Finance, Investment Advisory, Personal Finance, Retirement, Portfolio Management, Asset Management, Asset Allocation, Estate Planning, Financial Planners, Wealth Management, Financial Advisory, Mutual Funds, Investments
Education
Anderson University 1993 — 1997
BA, Business Finance and Management
Peter Davidsaver's Ronald Blue & Co. Experience March 2001 - June 2013
Job Entrepreneur
Industry Internet
Experience
Ronald Blue & Co. March 2001 - June 2013
Edward Jones June 1994 - March 2001
Education
The University of Texas at Arlington - College of Business Administration 1984 — 1990
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Ronald Blue & Co. March 2001 - June 2013
Edward Jones June 1994 - March 2001
Education
The University of Texas at Arlington - College of Business Administration 1984 — 1990
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Christy Rowe's Ronald Blue & Co. Experience March 2012 - November 2014
Job Financial Advisor at Asset Management Advisors Inc
Industry Financial Services
Experience
Asset Management Advisors Inc November 2014 - Present
Ronald Blue & Co. March 2012 - November 2014
Langley, O'Grady & Associates July 2008 - March 2012
David N. Shirey, CPA November 2007 - April 2008
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies April 2006 - October 2007
First Investors Corporation June 2005 - February 2006
St. Andrew's Presbyterian Church June 2005 - October 2005
Skills
Retirement Planning, Spreadsheets, 10 Key, Microsoft Office, Tax Preparation, Series 6, Fax, Journal Entries, Term Life Insurance, Administrative Support, Keyboarding, Calculator, Computer Repair, Computer Maintenance, General Office Duties, Scanners, Printers, Insurance Planning, Private Wealth..., Retirement Services, Reconciliation, General Ledger..., 63 Licensed, Annuity, Whole Life
Education
Baylor University - Hankamer School of Business 2000 — 2005
BBA, Financial Services and Planning & Real Estate
University of Houston
Asset Management Advisors Inc November 2014 - Present
Ronald Blue & Co. March 2012 - November 2014
Langley, O'Grady & Associates July 2008 - March 2012
David N. Shirey, CPA November 2007 - April 2008
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies April 2006 - October 2007
First Investors Corporation June 2005 - February 2006
St. Andrew's Presbyterian Church June 2005 - October 2005
Skills
Retirement Planning, Spreadsheets, 10 Key, Microsoft Office, Tax Preparation, Series 6, Fax, Journal Entries, Term Life Insurance, Administrative Support, Keyboarding, Calculator, Computer Repair, Computer Maintenance, General Office Duties, Scanners, Printers, Insurance Planning, Private Wealth..., Retirement Services, Reconciliation, General Ledger..., 63 Licensed, Annuity, Whole Life
Education
Baylor University - Hankamer School of Business 2000 — 2005
BBA, Financial Services and Planning & Real Estate
University of Houston
Jerry Middleton's Ronald Blue & Co. Experience December 2005 - February 2008
Job Business Solutions Manager at Compass Group NAD
Industry Information Technology and Services
Experience
Compass Group North America December 2011 - Present
Compass Group North America February 2009 - December 2011
Ronald Blue & Co. December 2005 - February 2008
MEDQUIST TRANSCRIPTIONS, INC June 2003 - November 2005
COMPAQ/HEWLETT PACKARD January 1998 - January 2003
Skills
Project Management, Customer Service, Vendor Management, Microsoft Office, Team Building, Process Improvement, Access, Coaching, Outlook, Budgets, Visio, Technical Support, Operations Management, Microsoft Excel, Team Leadership, Leadership, Help Desk Support, Management, Active Directory, Troubleshooting, System Administration, Software Documentation, Quality Assurance, Training, Project Planning, Integration, Analysis, Business Intelligence, Strategy, SharePoint, Time Management, Servers
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
East Carolina University 1994 — 1998
BS, Communications
Compass Group North America December 2011 - Present
Compass Group North America February 2009 - December 2011
Ronald Blue & Co. December 2005 - February 2008
MEDQUIST TRANSCRIPTIONS, INC June 2003 - November 2005
COMPAQ/HEWLETT PACKARD January 1998 - January 2003
Skills
Project Management, Customer Service, Vendor Management, Microsoft Office, Team Building, Process Improvement, Access, Coaching, Outlook, Budgets, Visio, Technical Support, Operations Management, Microsoft Excel, Team Leadership, Leadership, Help Desk Support, Management, Active Directory, Troubleshooting, System Administration, Software Documentation, Quality Assurance, Training, Project Planning, Integration, Analysis, Business Intelligence, Strategy, SharePoint, Time Management, Servers
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
East Carolina University 1994 — 1998
BS, Communications
Beverly Murphy's Ronald Blue & Co. Experience 1994 - 2002
Job Sr. Executive Assistant
Industry Real Estate
Experience
Wells Real Estate Funds May 2003 - July 2012
Wells Real Estate Funds May 2003 - July 2012
Ronald Blue & Co. 1994 - 2002
Walk Thru the Bible 1982 - 1994
Education
Pikeville College 1964 — 1968
BS, Business, English
Wells Real Estate Funds May 2003 - July 2012
Wells Real Estate Funds May 2003 - July 2012
Ronald Blue & Co. 1994 - 2002
Walk Thru the Bible 1982 - 1994
Education
Pikeville College 1964 — 1968
BS, Business, English
Shane Caldwell, CFP®, MBA, M.Tx.'s Ronald Blue & Co. Experience September 2012 - February 2015
Job Senior Associate at Diversified Trust
Industry Financial Services
Experience
Diversified Trust March 2015 - Present
Ronald Blue & Co. September 2012 - February 2015
Frazier & Deeter, LLC July 2011 - August 2012
Georgia Institute of Technology July 2004 - June 2008
Skills
Financial Planning, Financial Analysis, Management, Investments, Leadership, Estate Planning, Wealth Management, Tax, Strategy, Tax Preparation, Financial Advisory, Microsoft Office, Certified Financial..., Financial Statements, Teamwork, Tax Returns, Partnership Taxation, Wealth, GAAP, Credit, Tax Research, Financial Modeling, High Net Worth..., Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2010
Master's, Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Personal Financial Planning
Trevecca Nazarene University 1999 — 2003
Bachelors of Science, Psychology
Diversified Trust March 2015 - Present
Ronald Blue & Co. September 2012 - February 2015
Frazier & Deeter, LLC July 2011 - August 2012
Georgia Institute of Technology July 2004 - June 2008
Skills
Financial Planning, Financial Analysis, Management, Investments, Leadership, Estate Planning, Wealth Management, Tax, Strategy, Tax Preparation, Financial Advisory, Microsoft Office, Certified Financial..., Financial Statements, Teamwork, Tax Returns, Partnership Taxation, Wealth, GAAP, Credit, Tax Research, Financial Modeling, High Net Worth..., Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2010
Master's, Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Personal Financial Planning
Trevecca Nazarene University 1999 — 2003
Bachelors of Science, Psychology
Julie Scheers, CFP®'s Ronald Blue & Co. Experience March 2009 - June 2015
Job Senior Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. March 2009 - June 2015
Interactive Capital Management May 2007 - January 2009
Bedel Financial Consulting October 2003 - February 2007
Carter Financial Management May 2002 - August 2002
Law Offices of Robert W. Soard 1999 - 2002
Kanaly Trust Company June 2001 - August 2001
Interactive Capital Management May 2000 - August 2000
Godsey Insurance Agency June 1998 - August 1998
Education
Texas Tech University 1999 — 2003
B.S. in Personal Financial Planning
Crosby High School 1995 — 1999
Ronald Blue & Co. March 2009 - June 2015
Interactive Capital Management May 2007 - January 2009
Bedel Financial Consulting October 2003 - February 2007
Carter Financial Management May 2002 - August 2002
Law Offices of Robert W. Soard 1999 - 2002
Kanaly Trust Company June 2001 - August 2001
Interactive Capital Management May 2000 - August 2000
Godsey Insurance Agency June 1998 - August 1998
Education
Texas Tech University 1999 — 2003
B.S. in Personal Financial Planning
Crosby High School 1995 — 1999
Jan Chaffee's Ronald Blue & Co. Experience January 2006 - Present
Job Client Services Assistant
Industry Investment Management
Experience
Ronald Blue & Co. January 2006 - Present
Noonday Baptist Association 2003 - 2005
Education
Kennesaw State University
BS, Psychology
Ronald Blue & Co. January 2006 - Present
Noonday Baptist Association 2003 - 2005
Education
Kennesaw State University
BS, Psychology
Craig F. Carlson's Ronald Blue & Co. Experience January 2002 - August 2003
Job Independent Investment Management Professional
Industry Investment Management
Experience
Home August 2003 - Present
Ronald Blue & Co. January 2002 - August 2003
A.G. Edwards & Sons December 1978 - February 1998
Skills
Investments, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies
Education
University of Phoenix 1999 — 2000
CFP, Financial Planning
The University of South Dakota 1971 — 1975
BA, American History/Political Science
Home August 2003 - Present
Ronald Blue & Co. January 2002 - August 2003
A.G. Edwards & Sons December 1978 - February 1998
Skills
Investments, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies
Education
University of Phoenix 1999 — 2000
CFP, Financial Planning
The University of South Dakota 1971 — 1975
BA, American History/Political Science
Richard L. Bartholomew II, MBA, CFP®'s Ronald Blue & Co. Experience 2006 - 2007
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Jennifer Treadwell's Ronald Blue & Co. Experience 1996 - 1997
Job Director of General Accounting at Troutman Sanders LLP
Industry Accounting
Experience
Troutman Sanders LLP September 2010 - Present
Troutman Sanders LLP October 1997 - September 2010
Ronald Blue & Co. 1996 - 1997
Education
Georgia Institute of Technology 1987 — 1991
BS Management, Accounting
Troutman Sanders LLP September 2010 - Present
Troutman Sanders LLP October 1997 - September 2010
Ronald Blue & Co. 1996 - 1997
Education
Georgia Institute of Technology 1987 — 1991
BS Management, Accounting
Ryan Mickey's Ronald Blue & Co. Experience June 2008 - November 2009
Job Ph.D. Candidate
Industry Research
Experience
Georgia State University August 2010 - Present
Wells Fargo Bank January 2010 - May 2010
Ronald Blue & Co. June 2008 - November 2009
Skills
Applied Econometrics, Economics, Economic Modeling, Econometric Modeling, Statistics, Research, Customer Relations, Insurance, Financial Planning, Econometrics
Education
Georgia State University 2010 — 2015
Doctor of Philosophy (Ph.D.), Economics
Georgia State University 2010 — 2013
Master of Arts (MA), Economics
Georgia College and State University 2004 — 2008
BS, Economics
Georgia State University August 2010 - Present
Wells Fargo Bank January 2010 - May 2010
Ronald Blue & Co. June 2008 - November 2009
Skills
Applied Econometrics, Economics, Economic Modeling, Econometric Modeling, Statistics, Research, Customer Relations, Insurance, Financial Planning, Econometrics
Education
Georgia State University 2010 — 2015
Doctor of Philosophy (Ph.D.), Economics
Georgia State University 2010 — 2013
Master of Arts (MA), Economics
Georgia College and State University 2004 — 2008
BS, Economics
Denise Yaun's Ronald Blue & Co. Experience January 2007 - April 2007
Job Office Manager at Solterra Landscape
Industry Accounting
Experience
Solterra Landscape January 2014 - Present
SDA CPA Group, P.C. December 2008 - December 2012
D.T. Hubbell Design June 2007 - March 2009
Ronald Blue & Co. January 2007 - April 2007
Holder Construction Company February 2000 - April 2006
Skills
Administration, Administrative Support, Compliance, Scheduling, Outlook, Administrative..., Planning & Execution of..., Written Communication, Proofreading, System Administration, Process Scheduler, Training, Accounts Payable, Accounting, Payroll, Accounts Receivable
Education
Kennesaw State University 2012 — 2013
Creative Writing (Continuing Education Courses)
University of Colorado Denver 1990 — 1992
B.S., Business Management
Solterra Landscape January 2014 - Present
SDA CPA Group, P.C. December 2008 - December 2012
D.T. Hubbell Design June 2007 - March 2009
Ronald Blue & Co. January 2007 - April 2007
Holder Construction Company February 2000 - April 2006
Skills
Administration, Administrative Support, Compliance, Scheduling, Outlook, Administrative..., Planning & Execution of..., Written Communication, Proofreading, System Administration, Process Scheduler, Training, Accounts Payable, Accounting, Payroll, Accounts Receivable
Education
Kennesaw State University 2012 — 2013
Creative Writing (Continuing Education Courses)
University of Colorado Denver 1990 — 1992
B.S., Business Management
Andrew Lubben's Ronald Blue & Co. Experience July 1999 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Ronald Blue & Co. July 1999 - Present
Education
Kennesaw State University 2004 — 2006
CFP, Financial Planning
College of Charleston 1988 — 1993
BA, Urban Studies
Ronald Blue & Co. July 1999 - Present
Education
Kennesaw State University 2004 — 2006
CFP, Financial Planning
College of Charleston 1988 — 1993
BA, Urban Studies
Don Christensen's Ronald Blue & Co. Experience 1992 - Present
Job CPA and Financial Planner
Industry Financial Services
Experience
Ronald Blue & Co. 1992 - Present
Skills
Estate Planning, Financial Advisory, Financial Analysis, Financial Planners, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., Wealth Management
Education
Arizona State University 1974 — 1976
BS, Accounting
Ronald Blue & Co. 1992 - Present
Skills
Estate Planning, Financial Advisory, Financial Analysis, Financial Planners, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., Wealth Management
Education
Arizona State University 1974 — 1976
BS, Accounting
Charles Koretke's Ronald Blue & Co. Experience April 2013 - February 2014
Job Assistant Director, OCIE Office of Strategy and Operational Risk at U.S. Securities and Exchange Commission
Industry Law Enforcement
Experience
U.S. Securities and Exchange Commission June 2015 - Present
U.S. Securities and Exchange Commission August 2014 - June 2015
Mainstay Capital Markets Consultants, Inc. February 2014 - August 2014
Ronald Blue & Co. April 2013 - February 2014
US Securities and Exchange Commission May 2012 - April 2013
US Securities and Exchange Commission October 2011 - April 2012
US Securities and Exchange Commission August 2002 - September 2011
US Securities and Exchange Commission September 1996 - August 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
DePaul University 1987 — 1992
BSC, Accountancy
U.S. Securities and Exchange Commission June 2015 - Present
U.S. Securities and Exchange Commission August 2014 - June 2015
Mainstay Capital Markets Consultants, Inc. February 2014 - August 2014
Ronald Blue & Co. April 2013 - February 2014
US Securities and Exchange Commission May 2012 - April 2013
US Securities and Exchange Commission October 2011 - April 2012
US Securities and Exchange Commission August 2002 - September 2011
US Securities and Exchange Commission September 1996 - August 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
DePaul University 1987 — 1992
BSC, Accountancy
Cole Jacobs's Ronald Blue & Co. Experience 2006 - 2008
Job Accounting Support Specialist at PrimeGlobal
Industry Accounting
Experience
PrimeGlobal June 2013 - Present
Independent Contractor/Consultant September 2012 - September 2013
National Research Center, Inc. March 2012 - December 2012
The Poetry Foundation January 2010 - April 2012
City of Lousiville 2012 - 2012
Lacy Construction, Ltd. 2008 - 2009
Ronald Blue & Co. 2006 - 2008
Ernst & Morris Consulting Group, Inc. 2005 - 2006
Skills
Non-profits, Research, Microsoft Office, Social Media, Event Planning, Budgets, Project Management, Microsoft Excel, Social Networking, Spreadsheets, Data Analysis, Fundraising, Marketing, QuickBooks, PowerPoint, Nonprofits, Event Management
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2006
BS, Finance
University of North Georgia 2002 — 2004
Finance
PrimeGlobal June 2013 - Present
Independent Contractor/Consultant September 2012 - September 2013
National Research Center, Inc. March 2012 - December 2012
The Poetry Foundation January 2010 - April 2012
City of Lousiville 2012 - 2012
Lacy Construction, Ltd. 2008 - 2009
Ronald Blue & Co. 2006 - 2008
Ernst & Morris Consulting Group, Inc. 2005 - 2006
Skills
Non-profits, Research, Microsoft Office, Social Media, Event Planning, Budgets, Project Management, Microsoft Excel, Social Networking, Spreadsheets, Data Analysis, Fundraising, Marketing, QuickBooks, PowerPoint, Nonprofits, Event Management
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2006
BS, Finance
University of North Georgia 2002 — 2004
Finance
Wendel Blue's Ronald Blue & Co. Experience April 1990 - Present
Job Director of Finance at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. April 1990 - Present
Education
Ball State University - College of Business 1968 — 1972
BS, Accounting
Ronald Blue & Co. April 1990 - Present
Education
Ball State University - College of Business 1968 — 1972
BS, Accounting
Derek MacArthur, IACCP®'s Ronald Blue & Co. Experience August 2013 - Present
Job Compliance Project Manager at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. August 2013 - Present
3:16 Sports, Inc August 2011 - February 2014
Ronald Blue & Co. December 2010 - August 2013
The Henssler Financial Group January 2007 - December 2010
Skills
Portfolio Management, Retirement Planning, Wealth Management
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2007
BA, Finance
Sprayberry High School 2000 — 2003
Ronald Blue & Co. August 2013 - Present
3:16 Sports, Inc August 2011 - February 2014
Ronald Blue & Co. December 2010 - August 2013
The Henssler Financial Group January 2007 - December 2010
Skills
Portfolio Management, Retirement Planning, Wealth Management
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2007
BA, Finance
Sprayberry High School 2000 — 2003
Caitlin Battershell's Ronald Blue & Co. Experience April 2011 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. April 2011 - Present
Gravity Payments June 2009 - March 2011
Skills
Financial Planning, Accounting
Education
College for Financial Planning 2011 — 2012
Seattle Pacific University 2006 — 2009
Bachelor of Arts, Accounting & Finance
Corban University 2005 — 2006
Ronald Blue & Co. April 2011 - Present
Gravity Payments June 2009 - March 2011
Skills
Financial Planning, Accounting
Education
College for Financial Planning 2011 — 2012
Seattle Pacific University 2006 — 2009
Bachelor of Arts, Accounting & Finance
Corban University 2005 — 2006
Trudiann Duncan's Ronald Blue & Co. Experience October 2007 - January 2011
Job Tax Accountant/Staff Accountant
Industry Accounting
Experience
Ronald Blue & Co. October 2007 - January 2011
Quest Financial, LLC November 2006 - August 2007
Temple Samu-El Or Olom May 2004 - May 2006
Skills
Creative Solutions..., Drake Tax Software, Lacerte, TurboTax, QuickBooks, Tax Wise, Microsoft Office
Education
Strayer University 2010 — 2012
Master of Science (M.S.), Public Accounting, 3.846
Le Moyne College
B.S., Accounting
Ronald Blue & Co. October 2007 - January 2011
Quest Financial, LLC November 2006 - August 2007
Temple Samu-El Or Olom May 2004 - May 2006
Skills
Creative Solutions..., Drake Tax Software, Lacerte, TurboTax, QuickBooks, Tax Wise, Microsoft Office
Education
Strayer University 2010 — 2012
Master of Science (M.S.), Public Accounting, 3.846
Le Moyne College
B.S., Accounting
Carl Emerick, CFP®, CPA, MS's Ronald Blue & Co. Experience May 1998 - September 2002
Job Financial Planner
Industry Financial Services
Experience
Sentinel Wealth Management, Inc. October 2002 - June 2015
Ronald Blue & Co. May 1998 - September 2002
ULLICO November 1986 - April 1998
Skills
Tax, Accounting, Retirement Planning, Wealth Management, Strategic Financial..., Asset Managment, Asset Management, Portfolio Management, Mutual Funds
Education
College for Financial Planning 2004 — 2006
Master’s Degree, Financial Planning
Geneva College 1982 — 1986
Bachelor’s Degree, Accounting
Sentinel Wealth Management, Inc. October 2002 - June 2015
Ronald Blue & Co. May 1998 - September 2002
ULLICO November 1986 - April 1998
Skills
Tax, Accounting, Retirement Planning, Wealth Management, Strategic Financial..., Asset Managment, Asset Management, Portfolio Management, Mutual Funds
Education
College for Financial Planning 2004 — 2006
Master’s Degree, Financial Planning
Geneva College 1982 — 1986
Bachelor’s Degree, Accounting
Anne Cundiff's Ronald Blue & Co. Experience January 2011 - April 2011
Job Accounting Associate at Atlanta Fine Homes Sotheby's International Realty
Industry Real Estate
Experience
Atlanta Fine Homes Sotheby's International Realty May 2011 - Present
Ronald Blue & Co. January 2011 - April 2011
Grace Community Church September 1981 - August 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, QuickBooks, Lucero, Lacerte, Microsoft Outlook, FMLS, GMLS, Crest, iagent, Practice, Perspective, Paperless Pipeline, Outlook, Working well with others, Real Estate, Tax, Budgets, Auditing, Commissions, Contracts, Financial Reporting, First Time Home Buyers, Investment Properties
Education
Bryan College 1978 — 1980
BA, Christian Education
Georgia State University 1977 — 1978
Atlanta Fine Homes Sotheby's International Realty May 2011 - Present
Ronald Blue & Co. January 2011 - April 2011
Grace Community Church September 1981 - August 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, QuickBooks, Lucero, Lacerte, Microsoft Outlook, FMLS, GMLS, Crest, iagent, Practice, Perspective, Paperless Pipeline, Outlook, Working well with others, Real Estate, Tax, Budgets, Auditing, Commissions, Contracts, Financial Reporting, First Time Home Buyers, Investment Properties
Education
Bryan College 1978 — 1980
BA, Christian Education
Georgia State University 1977 — 1978
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY