Leadership

Russell D. Crosson

President and CEO, Principal

Russ Crosson is President and CEO of Ronald Blue & Co. He was hired by Ron Blue in 1980 as the second employee of the newly founded firm. He has worked extensively in all areas of financial planning - specializing in comprehensive financial planning, estate planning, and transgenerational family planning. Prior to his current position, Russ served as Executive Director of The National Christian Foundation (NCF). Russ graduated Kansas State University with a BS in Mathematics and a Masters degree in Education. Russ is the author of three books, Your Life… Well Spent, The Truth About Money Lies, and Money & Your Marriage.

Brian Shepler

Chief Financial Officer, EVP Client Services, Principal

Brian Shepler is the Chief Financial Officer and Executive Vice President of Client Services for Ronald Blue & Co., LLC. Leveraging his background in the investment banking and private equity fields, Brian also serves RB&Co. clients who own family businesses, providing counsel regarding business succession, mergers and acquisitions, strategic growth planning, and corporate capital planning. Brian began his career with Goldman, Sachs & Co. in New York and came to RB&Co. in 2000 from SunTrust Banks, Inc. He received a BA in Mathematics from DePauw University and earned a MBA in Finance from the University of Chicago.

Erik W. Daniels

Executive Vice President, Principal

Erik Daniels is the Managing Director for Ronald Blue & Co. Private Client Group. He has earned a reputation as a popular financial speaker, bringing an informative and entertaining perspective on money management to national as well as local venues. Prior to joining the firm in 1980, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis. He received a BS from Indiana University and a Masters in Taxation from Georgia State University. Erik is a member of the American Institute of Certified Public Accountants.

Vince Birley, CFP®, AIF®

Chief Strategy Officer, Principal

Vince Birley is the Chief Strategy Officer and Executive Vice President of Advisor Services for Ronald Blue & Co, LLC. He serves on the firm’s Management Committee and chairs the Investment Policy Committee, which shapes the investment policy for the firm. Prior to joining the firm in 2000, Vince was a Founder and Principal with Atlantic Capital Management, LLC, where he served as Managing Partner. Vince holds a BA in Business from Central College and is a CERTIFIED FINANCIAL PLANNER™ certificant. He also recently earned the Accredited Investment Fiduciary® professional designation.

Deborah Kimery, CFA

Senior Vice President, Advisor Services, Principal

Deborah Kimery is the Senior Vice President of Advisor Services and a principal of Ronald Blue & Co. She leads a team that is responsible for the service and support for Ronald Blue & Co. financial advisors and their staff. Before joining Ronald Blue & Co., Deborah was a Vice President with ING North America Investment Centre, Inc. After earning her BS in Accounting and Finance at Miami University, Deborah earned the Chartered Financial Analyst, and a MBA in Management from Miami University.

C. Scott Houser, CFP®

Chief Compliance Officer, VP Business Infrastructure, Principal

Scott Houser is a Vice President, Principal, and Chief Compliance Officer for Ronald Blue & Co. He joined the firm in 1981 and has played a key role in establishing the company as a nationally recognized financial advisory firm. Prior to coming to the firm, Scott worked with Leadership Dynamics International in Atlanta and Campus Crusade for Christ International. He earned his BS in Business Administration from the University of Illinois. He is also a CERTIFIED FINANCIAL PLANNER™ certificant.

Patty Warren

Vice President of Human Resources, Principal

As Vice President of Human Resources and Professional Development for Ronald Blue & Co., Patty provides organizational leadership in all people- related areas including recruitment and retention strategies, compensation and benefit administration, succession planning, internal communication, and professional development. Prior to joining the firm in 1997, Patty worked for Psycare America d/b/a Rapha and Charter Medical Corporation as the Human Resource Director.

Assisting people in finding clarity and contentment in their finances through unchanging principles is the reason I am a financial advisor at Ronald Blue & Co.

Jason Gehl

Sr. Financial Advisor
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
The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

Dan Grover

Sr. Financial Advisor
Through the development and execution of a client-focused financial and investment plan, my goal is to help clients live a life of purpose and experience financial peace of mind.

Susan Alexander

Personal Financial Advisor
A well lived life is about consistently making principled choices in line with God-aligned priorities. This life is effectively accomplished through a supporting network of family, friends, and trusted advisors.

Marshall Potter

Personal Financial Advisor
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
I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

Carol Jackovich

Personal Financial Advisor
I firmly believe in what we do and I love serving clients. I love when those two things can come together.

Janine Zeltwanger

Sr. Financial Advisor
I enjoy being on the journey with our clients and enjoy seeing them accomplish big things in their lives.

Melanie Fitzgerald

Personal 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