Financial Planning

The purpose of a financial plan is to set you on a path to achieving your financial goals. There are no independent financial decisions and there is a greater ability to make wise choices when we are able to see with a long-term perspective. A well-crafted, integrated plan is a road map showing an efficient way to get to your desired destination.

I'm very passionate about the clients and the relationships we have. I'm just so on board with the mission of Ronald Blue & Co.!

Mary Keenan

Accounting Principal
What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

Sarah Baker

Financial Advisor
The quality of a person’s life is largely the consequence of his own choices. Many people do not experience the life that they could because they are ill-equipped to make wise decisions.

Alan Wallace

Sr. Financial Advisor
We cannot control the events of life, just our response to those events.

Bob Stoddard

Managing Director
One of the really unique things about Ronald Blue & Co. is that it is not all about the profit. It is all about the client.

Mike Peters

Managing Director
Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

Lori Davis

Tax and Financial Advisor
We live in a complex world and a major part of our role is to help simplify the world for our clients.

Erik Daniels

Executive Vice President
If we free up our clients to focus on what is most important in their lives, then we have done our job.

Jeff Chinery

Managing Director
My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

Sherry Teat

Financial Advisor
I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11

Stan Huneycutt

Sr. Financial Advisor