Ronald Blue & Co.
Industry: Company
DescriptionFounded: 1979 Parent organization: Thrivent Trust Company Subsidiary: Ronald Blue & Co., LLC, Asset Management Arm
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Ronald Blue & Co. Employees
Employee
Years
Job
Industry
Cari McCormick, CPMA Cari McCormick, CPMA's Ronald Blue & Co. Experience February 2002 - May 2003
Job VP and CoFounder, RESOLUTIONS BILLING & CONSULTING, INC
Industry Medical Practice
Experience
RESOLUTIONS BILLING & CONSULTING, INC November 2003 - Present
Ronald Blue & Co. February 2002 - May 2003
Ronald Blue & Co. 2002 - 2003
Skills
Accounts Receivable, Healthcare, Time Management, Invoicing, Team Building, Coaching, Management, Process Improvement, Accounts Payable, Fundraising, Revenue Cycle, Leadership Development, Organizational..., Healthcare Management, Insurance, Health Insurance, Analysis, Small Business, Public Speaking, Strategic Planning
Education
University of Nevada-Las Vegas 1992 — 1995
BASIC HIGH SCHOOL 1989 — 1992
RESOLUTIONS BILLING & CONSULTING, INC November 2003 - Present
Ronald Blue & Co. February 2002 - May 2003
Ronald Blue & Co. 2002 - 2003
Skills
Accounts Receivable, Healthcare, Time Management, Invoicing, Team Building, Coaching, Management, Process Improvement, Accounts Payable, Fundraising, Revenue Cycle, Leadership Development, Organizational..., Healthcare Management, Insurance, Health Insurance, Analysis, Small Business, Public Speaking, Strategic Planning
Education
University of Nevada-Las Vegas 1992 — 1995
BASIC HIGH SCHOOL 1989 — 1992
Eric Reinhold, CFP®, MBA, APMA® Eric Reinhold, CFP®, MBA, APMA®'s Ronald Blue & Co. Experience March 1995 - March 1999
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Academy Wealth Management April 2003 - January 2013
Academy Financial, Inc. April 1999 - March 2002
Ronald Blue & Co. March 1995 - March 1999
Lincoln Financial Advisors January 1994 - March 1995
United States Navy 1991 - December 1993
United States Navy 1989 - 1991
Education
United States Naval Academy 1984 — 1988
BS, Economics
University of Baltimore 1992 — 1993
MBA, Marketing
Westminster Christian High School 1981 — 1983
Ameriprise Financial Services, Inc. February 2013 - Present
Academy Wealth Management April 2003 - January 2013
Academy Financial, Inc. April 1999 - March 2002
Ronald Blue & Co. March 1995 - March 1999
Lincoln Financial Advisors January 1994 - March 1995
United States Navy 1991 - December 1993
United States Navy 1989 - 1991
Education
United States Naval Academy 1984 — 1988
BS, Economics
University of Baltimore 1992 — 1993
MBA, Marketing
Westminster Christian High School 1981 — 1983
Anehita Chie Anehita Chie's Ronald Blue & Co. Experience September 2013 - Present
Job Compliance Audit Manager, Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2013 - Present
Ernst & Young LLP October 2011 - August 2013
Ernst & Young April 2008 - October 2011
Ernst & Young August 2004 - March 2008
Education
University of Georgia - Terry College of Business 1999 — 2004
Masters of Accountancy/ Bachelor of Business Administration (B.B.A.), Accounting
Ronald Blue & Co. September 2013 - Present
Ernst & Young LLP October 2011 - August 2013
Ernst & Young April 2008 - October 2011
Ernst & Young August 2004 - March 2008
Education
University of Georgia - Terry College of Business 1999 — 2004
Masters of Accountancy/ Bachelor of Business Administration (B.B.A.), Accounting
Esther Glenn Esther Glenn's Ronald Blue & Co. Experience April 2003 - Present
Job Investment Planning Specialist at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. April 2003 - Present
Education
University of North Carolina at Greensboro 1980 — 1984
Bachelor of Science (B.S.), Business Admnistration
Ronald Blue & Co. April 2003 - Present
Education
University of North Carolina at Greensboro 1980 — 1984
Bachelor of Science (B.S.), Business Admnistration
David Kruis David Kruis's Ronald Blue & Co. Experience July 2015 - Present
Job Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. July 2015 - Present
The Connable Office, Inc. December 1986 - July 2015
Lafourche Realty Company, Inc. December 1986 - July 2015
Housing Resources, Inc. 1996 - 2011
Ernst & Young 1984 - 1986
Skills
CPA, Financial Modeling, Financial Planning, Risk Management, Financial Reporting, Mergers & Acquisitions, Portfolio Management, Investments, Due Diligence, Banking, Accounting, Internal Controls, Credit, Financial Accounting, Auditing, Business Development, Alternative Investments, Asset Allocation, Equities, Asset Management, Forecasting, Tax, Finance, Strategic Financial..., Financial Analysis
Education
Western Michigan University - Haworth College of Business 1996 — 2002
MBA, Finance
Western Michigan University - Haworth College of Business 1982 — 1984
BBA, Accountancy
University of Michigan 1979 — 1981
College of Literature, Science, and the Arts
Ronald Blue & Co. July 2015 - Present
The Connable Office, Inc. December 1986 - July 2015
Lafourche Realty Company, Inc. December 1986 - July 2015
Housing Resources, Inc. 1996 - 2011
Ernst & Young 1984 - 1986
Skills
CPA, Financial Modeling, Financial Planning, Risk Management, Financial Reporting, Mergers & Acquisitions, Portfolio Management, Investments, Due Diligence, Banking, Accounting, Internal Controls, Credit, Financial Accounting, Auditing, Business Development, Alternative Investments, Asset Allocation, Equities, Asset Management, Forecasting, Tax, Finance, Strategic Financial..., Financial Analysis
Education
Western Michigan University - Haworth College of Business 1996 — 2002
MBA, Finance
Western Michigan University - Haworth College of Business 1982 — 1984
BBA, Accountancy
University of Michigan 1979 — 1981
College of Literature, Science, and the Arts
Keith Atneosen Keith Atneosen's Ronald Blue & Co. Experience 2011 - Present
Job Providing Wealth Counsel to Business Owners and Professionals
Industry Financial Services
Experience
Ronald Blue & Co. 2011 - Present
Keiretsu Forum 2014 - Present
Waddell & Reed 2009 - 2011
Thrivent Financial 2005 - 2009
Sears Holdings Corporation 1999 - 2005
Education
Irwin Graduate School of The American College 2011 — 2013
Master of Science in Financial Services (MSFS)
Trinity Lutheran College 2000 — 2001
Graduate Certificate of Professional Studies, Music Ministry
Western Washington University 1996 — 2000
Bachelor of Arts (BA), Music
Ronald Blue & Co. 2011 - Present
Keiretsu Forum 2014 - Present
Waddell & Reed 2009 - 2011
Thrivent Financial 2005 - 2009
Sears Holdings Corporation 1999 - 2005
Education
Irwin Graduate School of The American College 2011 — 2013
Master of Science in Financial Services (MSFS)
Trinity Lutheran College 2000 — 2001
Graduate Certificate of Professional Studies, Music Ministry
Western Washington University 1996 — 2000
Bachelor of Arts (BA), Music
Charles Terry, CFP®, CAP® Charles Terry, CFP®, CAP®'s Ronald Blue & Co. Experience March 2006 - Present
Job Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. March 2006 - Present
Young Life August 2002 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Estate Planning, Asset Managment, Investment Advisory, Insurance, Portfolio Management, Asset Allocation, Financial Planners, Mutual Funds, Financial Analysis, Small Business, Public Speaking, Strategic Planning, Financial Advisory, Fundraising, Certified Financial...
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Mathematics
Ronald Blue & Co. March 2006 - Present
Young Life August 2002 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Estate Planning, Asset Managment, Investment Advisory, Insurance, Portfolio Management, Asset Allocation, Financial Planners, Mutual Funds, Financial Analysis, Small Business, Public Speaking, Strategic Planning, Financial Advisory, Fundraising, Certified Financial...
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Mathematics
Clint Park, MBA Clint Park, MBA's Ronald Blue & Co. Experience February 2015 - Present
Job Business Consulting Services Specialist at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 2015 - Present
Fifth Third Bank January 2012 - February 2015
Fifth Third Bank August 2012 - December 2013
Regions Bank April 2011 - November 2011
Regions Bank February 2008 - March 2011
SunTrust Bank March 2006 - February 2008
RBC Bank July 2005 - March 2006
RBC Bank October 2000 - October 2005
Bank of America 1997 - 1998
Skills
Management, Leadership, Strategy, Sales Management, Analysis, Strategic Planning, Business Development, Consumer Lending, Credit Risk, Coaching, Corporate Finance, Financial Modeling, Teaching, Microsoft Excel, SBA, Credit Analysis, Underwriting, Financial Analysis, Asset Based Lending, Commercial Lending, Credit, Lines Of Credit, Cash Management, New Business Development, Banking, Commercial Banking, Loans, Small Business Lending, Treasury Management, Portfolio Management, Sales Process, Excel, Financial Accounting, Strategy Development, Strategic Thinking, Training & Development, Risk Mitigation, PowerPoint, Word, Curriculum Development, Customer Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MBA, Finance and Strategy
Villanova University 1994 — 1997
BSBA, Finance
Ronald Blue & Co. February 2015 - Present
Fifth Third Bank January 2012 - February 2015
Fifth Third Bank August 2012 - December 2013
Regions Bank April 2011 - November 2011
Regions Bank February 2008 - March 2011
SunTrust Bank March 2006 - February 2008
RBC Bank July 2005 - March 2006
RBC Bank October 2000 - October 2005
Bank of America 1997 - 1998
Skills
Management, Leadership, Strategy, Sales Management, Analysis, Strategic Planning, Business Development, Consumer Lending, Credit Risk, Coaching, Corporate Finance, Financial Modeling, Teaching, Microsoft Excel, SBA, Credit Analysis, Underwriting, Financial Analysis, Asset Based Lending, Commercial Lending, Credit, Lines Of Credit, Cash Management, New Business Development, Banking, Commercial Banking, Loans, Small Business Lending, Treasury Management, Portfolio Management, Sales Process, Excel, Financial Accounting, Strategy Development, Strategic Thinking, Training & Development, Risk Mitigation, PowerPoint, Word, Curriculum Development, Customer Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MBA, Finance and Strategy
Villanova University 1994 — 1997
BSBA, Finance
Austin Sloan Austin Sloan's Ronald Blue & Co. Experience August 2011 - August 2014
Job Program Officer at Harry J. Lloyd Charitable Trust
Industry Philanthropy
Experience
Harry J. Lloyd Charitable Trust August 2014 - Present
Ronald Blue & Co. August 2011 - August 2014
Sundvold Financial 2008 - 2011
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (BS), Personal Financial Planning; Minors in Economics and Business Administration, Magna Cum Laude
Harry J. Lloyd Charitable Trust August 2014 - Present
Ronald Blue & Co. August 2011 - August 2014
Sundvold Financial 2008 - 2011
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (BS), Personal Financial Planning; Minors in Economics and Business Administration, Magna Cum Laude
Blair Cunningham, CFP®, CPA's Ronald Blue & Co. Experience 1988 - 2000
Job Partner at SignatureFD, LLC
Industry Financial Services
Experience
SignatureFD, LLC 2000 - Present
Ronald Blue & Co. 1988 - 2000
Skills
Charitable Giving, Philanthropy, Estate Planning, Investment Management, Strategic Planning, Financial Planning, Wealth Management, Wealth Transfer Planning
Education
University of Georgia - Terry College of Business 1981 — 1984
BBA, Accounting
SignatureFD, LLC 2000 - Present
Ronald Blue & Co. 1988 - 2000
Skills
Charitable Giving, Philanthropy, Estate Planning, Investment Management, Strategic Planning, Financial Planning, Wealth Management, Wealth Transfer Planning
Education
University of Georgia - Terry College of Business 1981 — 1984
BBA, Accounting
Susan S. Alexander, CFP®'s Ronald Blue & Co. Experience October 2004 - Present
Job Service Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. October 2004 - Present
Young Life 2002 - October 2004
Arthur Andersen 2001 - 2002
Arthur Andersen 1999 - 2001
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, International Business and Economics
Ronald Blue & Co. October 2004 - Present
Young Life 2002 - October 2004
Arthur Andersen 2001 - 2002
Arthur Andersen 1999 - 2001
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, International Business and Economics
Howard Varnedoe, CPA,CFP® Howard Varnedoe, CPA,CFP®'s Ronald Blue & Co. Experience January 2011 - Present
Job Financial Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. January 2011 - Present
Education
University of Alabama 1986 — 1991
Masters, Accounting
Brookwood School
Ronald Blue & Co. January 2011 - Present
Education
University of Alabama 1986 — 1991
Masters, Accounting
Brookwood School
William Connor William Connor's Ronald Blue & Co. Experience July 2004 - May 2009
Job Vice President, Planning at Meld Financial
Industry Financial Services
Experience
Meld Financial August 2013 - Present
Connor's Creamery January 2005 - Present
LifePlan Financial Services July 2009 - August 2013
Ronald Blue & Co. July 2004 - May 2009
Yeager & Boyd, CPA December 2001 - June 2004
Skills
Financial Planning, Asset Management, Accounting, Business Planning, Retirement Planning, Estate Planning, Investment Advisory, Investments, Small Business, Portfolio Management, Wealth Management, Budgeting, Retirement, Strategic Financial...
Education
University of Alabama 1995 — 2001
B.S. Commerce & Business Administration, Accounting
Meld Financial August 2013 - Present
Connor's Creamery January 2005 - Present
LifePlan Financial Services July 2009 - August 2013
Ronald Blue & Co. July 2004 - May 2009
Yeager & Boyd, CPA December 2001 - June 2004
Skills
Financial Planning, Asset Management, Accounting, Business Planning, Retirement Planning, Estate Planning, Investment Advisory, Investments, Small Business, Portfolio Management, Wealth Management, Budgeting, Retirement, Strategic Financial...
Education
University of Alabama 1995 — 2001
B.S. Commerce & Business Administration, Accounting
Chris Knight, CFP®'s Ronald Blue & Co. Experience 2007 - February 2013
Job Principal at Cornerstone Planning, LLC
Industry Financial Services
Experience
Cornerstone Planning, LLC February 2013 - Present
Men of Courage Foundation February 2013 - Present
Ronald Blue & Co. 2007 - February 2013
Vanguard 2006 - 2007
Skills
Charitable Giving..., Wealth Management, Financial Planning, Investments, Estate Planning, Financial Advisory, Financial Planners, Pensions, 401k, Personal Finance, Finance, Management Consulting, Wealth, Valuation, Managerial Finance, Leadership, Tax Preparation, Management, Retirement Planning, Portfolio Management, Retirement, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Investment Strategies, Insurance
Education
University of North Carolina at Charlotte 2002 — 2006
Finance, Financial Planning
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Cornerstone Planning, LLC February 2013 - Present
Men of Courage Foundation February 2013 - Present
Ronald Blue & Co. 2007 - February 2013
Vanguard 2006 - 2007
Skills
Charitable Giving..., Wealth Management, Financial Planning, Investments, Estate Planning, Financial Advisory, Financial Planners, Pensions, 401k, Personal Finance, Finance, Management Consulting, Wealth, Valuation, Managerial Finance, Leadership, Tax Preparation, Management, Retirement Planning, Portfolio Management, Retirement, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Investment Strategies, Insurance
Education
University of North Carolina at Charlotte 2002 — 2006
Finance, Financial Planning
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Greg Mikesell, CFP®'s Ronald Blue & Co. Experience August 2007 - June 2012
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Michael Ross, CFP® Michael Ross, CFP®'s Ronald Blue & Co. Experience November 2011 - May 2013
Job UHNW Relationship Consultant at Vanguard
Industry Investment Management
Experience
Vanguard September 2013 - Present
Ronald Blue & Co. November 2011 - May 2013
Linden Thomas & Company April 2011 - November 2011
Wells Fargo July 2008 - April 2011
Wachovia July 2003 - July 2008
Skills
Alternative Investments, IRAs, Asset Allocation, Mutual Funds, Estate Planning, Investment Strategies, Retirement, Retirement Planning, Investment Advisory, Investments, Financial Modeling, Wealth, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, Series 63, Investment Management, Options, Financial Analysis, Variable Annuities, Relationship Management, Certified Financial..., High Net Worth..., Personal Financial..., Asset Management, Portfolio Management, Wealth Management...
Education
University of Phoenix
Bachelor of Science, Business/Finance
Vanguard September 2013 - Present
Ronald Blue & Co. November 2011 - May 2013
Linden Thomas & Company April 2011 - November 2011
Wells Fargo July 2008 - April 2011
Wachovia July 2003 - July 2008
Skills
Alternative Investments, IRAs, Asset Allocation, Mutual Funds, Estate Planning, Investment Strategies, Retirement, Retirement Planning, Investment Advisory, Investments, Financial Modeling, Wealth, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, Series 63, Investment Management, Options, Financial Analysis, Variable Annuities, Relationship Management, Certified Financial..., High Net Worth..., Personal Financial..., Asset Management, Portfolio Management, Wealth Management...
Education
University of Phoenix
Bachelor of Science, Business/Finance
Greg Gilbert's Ronald Blue & Co. Experience August 1999 - Present
Job Managing Director, Atlanta Branch at Ronald Blue & Co., LLC
Industry Financial Services
Experience
Plywood People 2012 - Present
Fellowship of Christian Athletes 2004 - Present
Ronald Blue & Co. August 1999 - Present
Music To Light The World 2004 - 2012
Skills
Investments, Estate Planning, Financial Planning, Charitable Giving, Retirement, Start-ups, Start-up Ventures, Venture Capital
Education
University of Georgia - Terry College of Business
BBA, Finance
Plywood People 2012 - Present
Fellowship of Christian Athletes 2004 - Present
Ronald Blue & Co. August 1999 - Present
Music To Light The World 2004 - 2012
Skills
Investments, Estate Planning, Financial Planning, Charitable Giving, Retirement, Start-ups, Start-up Ventures, Venture Capital
Education
University of Georgia - Terry College of Business
BBA, Finance
Bob Hostetler's Ronald Blue & Co. Experience 1983 - 1990
Job Managing Partner for Tatum
Industry Management Consulting
Experience
Tatum (a Randstad Company) August 2010 - Present
Language and Computing, Inc. subsidiary of Nuance Communications, Inc. November 2007 - July 2010
Tatum LLC 2003 - 2007
Yellowbrick Solutions, Inc. 2000 - 2003
Election Systems and Software 1995 - 2000
BuildSoft 1990 - 1995
Ronald Blue & Co. 1983 - 1990
Education
University of North Carolina at Chapel Hill 1969 — 1973
B.S., Business Admin - Accounting
Tatum (a Randstad Company) August 2010 - Present
Language and Computing, Inc. subsidiary of Nuance Communications, Inc. November 2007 - July 2010
Tatum LLC 2003 - 2007
Yellowbrick Solutions, Inc. 2000 - 2003
Election Systems and Software 1995 - 2000
BuildSoft 1990 - 1995
Ronald Blue & Co. 1983 - 1990
Education
University of North Carolina at Chapel Hill 1969 — 1973
B.S., Business Admin - Accounting
Shawn Jacques, CFP®, ChFC Shawn Jacques, CFP®, ChFC's Ronald Blue & Co. Experience May 2011 - Present
Job Financial Planner at Ronald Blue and Co.
Industry Financial Services
Experience
Ronald Blue & Co. May 2011 - Present
Freedom Financial and Survivor Outreach Services June 2009 - April 2011
University of Iowa and Hills Bank and Trust August 2007 - May 2009
Blackhawk State Bank and Trust May 2005 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA with Distinction, Finance
Western Illinois University 2001 — 2005
Bachelor's, Finance - Summa Cum Laude
Ronald Blue & Co. May 2011 - Present
Freedom Financial and Survivor Outreach Services June 2009 - April 2011
University of Iowa and Hills Bank and Trust August 2007 - May 2009
Blackhawk State Bank and Trust May 2005 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA with Distinction, Finance
Western Illinois University 2001 — 2005
Bachelor's, Finance - Summa Cum Laude
Stephen Kawasaki, CFP® Stephen Kawasaki, CFP®'s Ronald Blue & Co. Experience May 2010 - August 2010
Job Senior Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC May 2012 - Present
University of Illinois at Urbana-Champaign August 2011 - December 2011
Private Wealth Management Company May 2011 - August 2011
Busey Wealth Management February 2011 - May 2011
Ronald Blue & Co. May 2010 - August 2010
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelors of Science in ACE:Financial Planning
Christian Heritage Academy
Balasa Dinverno Foltz LLC May 2012 - Present
University of Illinois at Urbana-Champaign August 2011 - December 2011
Private Wealth Management Company May 2011 - August 2011
Busey Wealth Management February 2011 - May 2011
Ronald Blue & Co. May 2010 - August 2010
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelors of Science in ACE:Financial Planning
Christian Heritage Academy
Ray Padron, CPA, CFP®, CIMA® Ray Padron, CPA, CFP®, CIMA®'s Ronald Blue & Co. Experience January 1993 - June 2004
Job Managing Partner & Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth July 2004 - Present
CEO Netweavers 2014 - 2015
Ronald Blue & Co. January 1993 - June 2004
ARC Financial Services 1988 - 1993
Capital Associates 1984 - 1988
Education
University of Maryland College Park 1974 — 1978
BS, Accounting and Finance
Brightworth July 2004 - Present
CEO Netweavers 2014 - 2015
Ronald Blue & Co. January 1993 - June 2004
ARC Financial Services 1988 - 1993
Capital Associates 1984 - 1988
Education
University of Maryland College Park 1974 — 1978
BS, Accounting and Finance
Lisa Weiden Lisa Weiden's Ronald Blue & Co. Experience January 2015 - Present
Job Finance Operations Manager at Ronald Blue & Co.
Industry Accounting
Experience
Ronald Blue & Co. January 2015 - Present
Mersereau, Lazenby & Rockas, LLC November 2009 - December 2014
The Intersect Group October 2008 - November 2009
First Baptist Church of Jacksonville September 2006 - March 2008
Skills
Financial Reporting, Accounting, General Ledger, Auditing, Internal Controls, Forecasting, Account Reconciliation, GAAP, Variance Analysis, Financial Statements, Budgets, Finance, Tax, Financial Audits, Tax Preparation, CPA
Education
University of Minnesota-Twin Cities 1993 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
University of St. Thomas 1988 — 1990
Bachelor of Arts (B.A.), Accounting
Ronald Blue & Co. January 2015 - Present
Mersereau, Lazenby & Rockas, LLC November 2009 - December 2014
The Intersect Group October 2008 - November 2009
First Baptist Church of Jacksonville September 2006 - March 2008
Skills
Financial Reporting, Accounting, General Ledger, Auditing, Internal Controls, Forecasting, Account Reconciliation, GAAP, Variance Analysis, Financial Statements, Budgets, Finance, Tax, Financial Audits, Tax Preparation, CPA
Education
University of Minnesota-Twin Cities 1993 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
University of St. Thomas 1988 — 1990
Bachelor of Arts (B.A.), Accounting
Jeff Houghton's Ronald Blue & Co. Experience 1994 - 2001
Job Owner, Liberty Sports, Inc.
Industry Sports
Experience
Liberty Sports, Inc. January 2008 - Present
New American Truth January 2007 - Present
American Bible Society 2005 - 2008
Alliance Defense Fund 2001 - 2005
Ronald Blue & Co. 1994 - 2001
Thomas H. Parker, Inc. 1989 - 1993
Trans World Express 1986 - 1988
Skills
Philanthropy, Start-ups, Social Media, Management, Event Management, Strategic Financial..., Marketing, Media Relations, Security, Team Building, Public Relations, Public Speaking, Human Resources, Non-profits, Finance, Project Planning, Small Business, Teaching, Project Management, Leadership, Volunteer Management, Editing, Budgets, Contract Negotiation, Estate Planning, Web Analytics, Nonprofits, Social Media Marketing, Event Planning, Fundraising, Email Marketing, Strategy, Strategic Planning, Coaching, Marketing Strategy, Program Management, Social Networking, Entrepreneurship, Corporate Communications, Advertising, Community Outreach, New Business Development, Social Entrepreneurship, Firearms, Online Marketing, Military, Leadership Development, Retirement Planning, SEO, Marketing Communications
Education
University of Missouri-Columbia 1982 — 1986
Liberty Sports, Inc. January 2008 - Present
New American Truth January 2007 - Present
American Bible Society 2005 - 2008
Alliance Defense Fund 2001 - 2005
Ronald Blue & Co. 1994 - 2001
Thomas H. Parker, Inc. 1989 - 1993
Trans World Express 1986 - 1988
Skills
Philanthropy, Start-ups, Social Media, Management, Event Management, Strategic Financial..., Marketing, Media Relations, Security, Team Building, Public Relations, Public Speaking, Human Resources, Non-profits, Finance, Project Planning, Small Business, Teaching, Project Management, Leadership, Volunteer Management, Editing, Budgets, Contract Negotiation, Estate Planning, Web Analytics, Nonprofits, Social Media Marketing, Event Planning, Fundraising, Email Marketing, Strategy, Strategic Planning, Coaching, Marketing Strategy, Program Management, Social Networking, Entrepreneurship, Corporate Communications, Advertising, Community Outreach, New Business Development, Social Entrepreneurship, Firearms, Online Marketing, Military, Leadership Development, Retirement Planning, SEO, Marketing Communications
Education
University of Missouri-Columbia 1982 — 1986
Scott Kiesel's Ronald Blue & Co. Experience February 1991 - Present
Job Principal at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 1991 - Present
Skills
Financial Planners, Strategy, Management, Management Consulting, Managerial Finance, Valuation, Pensions
Education
University of Indianapolis 1982 — 1986
University of Indianapolis 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Ronald Blue & Co. February 1991 - Present
Skills
Financial Planners, Strategy, Management, Management Consulting, Managerial Finance, Valuation, Pensions
Education
University of Indianapolis 1982 — 1986
University of Indianapolis 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
David Mann, CFP®'s Ronald Blue & Co. Experience September 2013 - Present
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2013 - Present
The Mutual Fund Store December 2011 - January 2013
VALIC November 2000 - November 2011
Matthews Paint Division of PPG Industries 1997 - 2000
Mann and Associates 1992 - 1997
Education
University of Georgia - Terry College of Business 1988 — 1992
Business Administration, Finance
Ronald Blue & Co. September 2013 - Present
The Mutual Fund Store December 2011 - January 2013
VALIC November 2000 - November 2011
Matthews Paint Division of PPG Industries 1997 - 2000
Mann and Associates 1992 - 1997
Education
University of Georgia - Terry College of Business 1988 — 1992
Business Administration, Finance
Heather Thornburgh's Ronald Blue & Co. Experience February 2014 - Present
Job Chief Compliance Officer at Ronald Blue & Co.
Industry Investment Management
Experience
Ronald Blue & Co. February 2014 - Present
WORLD REACH January 2012 - January 2014
Regions Financial Corporation April 2005 - December 2011
SouthTrust Bank 2000 - 2005
SouthTrust Bank 1993 - 2000
SouthTrust Bank 1986 - 1993
Education
University of Alabama
Bachelor of Science, Commerce & Business Administration, Corporate Finance & Investment Management, Banking
Ronald Blue & Co. February 2014 - Present
WORLD REACH January 2012 - January 2014
Regions Financial Corporation April 2005 - December 2011
SouthTrust Bank 2000 - 2005
SouthTrust Bank 1993 - 2000
SouthTrust Bank 1986 - 1993
Education
University of Alabama
Bachelor of Science, Commerce & Business Administration, Corporate Finance & Investment Management, Banking
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY