The Everyday Steward advisors in the Atlanta office have been serving Everyday Steward clients for over 10 years and have clients in over 41 states. Our staff includes financial advisors with the experience and credentials to offer sound, Biblical financial counsel to every financial situation. Clients are partnered with the advisor whose experience and expertise would best meet their needs.
The fee for Hourly Financial Planning is $180 an hour. The annual fee for investment management is
a percentage of the assets under management. To find out how we can serve you, click here.
To speak directly with us or
schedule a meeting, contact us via phone
(800) 987 2987 or
via email.
Financial Advisors
Nancy
S. Anglyn, CFP®, CDFA™
Personal Financial Advisor
Melanie Fitzgerald, CFP®
Personal Financial Advisor
Jamey
Gibson, CFP®
Personal Financial Advisor
Marshall Potter, CFP®, MBA
Personal Financial Advisor
Manager Institutional Planning Services
Kate
Redden, CFP®, ChFC®
Personal Financial Advisor
Dan Wolthuis,
CFP®
Personal Financial Advisor
Management and Support Staff
Jeff
Chinery, CFP®
Personal Financial Advisor
Managing Director
Amy Drawdy
Support Services Specialist
Julie Floyd
Manager, Support Services
Erin
O'Connor
Administrative Services Coordinator
Tamara L. Shelabarger,
CFP®
Financial Planner
Nancy
Anglyn, CFP®, CDFA™
Personal
Financial Advisor |
|
As
an Everyday Steward Personal Financial Advisor, Nancy works
with clients nationwide to deliver
financial planning solutions and
to manage their assets. Nancy joined
Ronald Blue & Co. in 2001. Prior to joining
the firm, Nancy worked as a financial
planner with G.W. Henssler & Associates,
Ltd. In Marietta, Ga. Prior to that
she served as a client services representative
and financial consultant at Merrill
Lynch in Orlando, FL. Nancy earned
her B.S. in Finance, With Honors, from
Auburn University. She also holds the
CERTIFIED FINANCIAL PLANNER™ certificant
and Certified Divorce Financial
Analyst (CDFA™)
designations. Nancy and her two children
live in Marietta, Georgia where they
are members of Johnson Ferry Baptist
Church. |
return
to top
Melanie Fitzgerald, CFP®
Personal Financial Advisor |
|
Melanie joined Ronald Blue & Co. in 2003 and is currently a Personal Financial Advisor with Everyday Steward. Melanie offers fee-only hourly financial planning and investment management services to clients nationwide. Prior to joining RB& Co., Melanie worked as a Pension Consultant with Retirement Plan Administrators and also with a private family investment company. She graduated from Georgia State University, Magna Cum Laude, with a Bachelor of Business Administration and degree in finance. Melanie currently lives in Kennesaw, Georgia and is a member of First Baptist Atlanta.
|
return
to top
Jamey
Gibson, CFP®
Personal
Financial Advisor |
|
As
an Everyday Steward Personal Financial Advisor, Jamey works
with clients nationwide to deliver
financial planning solutions and
to manage their assets. Jamey joined
Ronald Blue & Co. in 2000. Prior
to joining the firm, Jamey worked
as an Audit Associate with Porter
Keadle Moore, LLP, where he supervised
a team in auditing and preparation
of financial statements. He also
served at Price Waterhouse as an
Audit Associate. Prior to auditing,
he worked as a tax accountant with
W. Steven Rowe, CPA. Jamey earned
his B.A. in Economics from Mercer
University. Jamey is a CERTIFIED FINANCIAL PLANNER™ certificant.
Jamey lives in Atlanta, Georgia and
is an active member of North Point
Community Church. |
return to top
Marshall Potter, CFP®, MBA
Personal
Financial Advisor/Manager Institutional Planning Services |
|
As a Personal Financial Advisor, Marshall is dedicated to helping clients nationwide simplify their financial situations and answer important financial questions to achieve peace of mind. Prior to joining Ronald Blue & Co. in 2000, Marshall worked as a product manager for GTE (dba Verizon). He graduated from Taylor University with a BS in Business and Environmental Science. He completed his MBA and his MS in Finance at the University of Illinois and is a licensed CERTIFIED FINANCIAL PLANNER™ certificant. Marshall and his wife, Janice, live in Marietta with their sons, Joshua and Gabriel.
|
return to top
Kate
Redden, CFP®, ChFC®
Personal
Financial Advisor |
|
As an Everyday Steward Personal Financial Advisor, Kate works with clients nationwide to deliver financial planning solutions and to manage their assets. Kate joined Ronald Blue & Co. in 2000. Prior to joining the firm, Kate worked as an Associate Consultant with J.R. Greene Associates producing collateral materials for the investment industry. She has also worked as a financial planner for IDS Financial Services, now known as
Ameriprise Financial. Kate earned her B.A. in Business Administration from Rhodes College where she earned the Wall Street Journal Departmental Award in Finance. Kate is a licensed CERTIFIED FINANCIAL PLANNER™ certificant and also holds the Chartered Financial Consultant (ChFC®)
designation. Kate's husband,
Stephen, was a pastor with North
Point Community Church in
Alpharetta, GA for 7 years. In
2009, Kate and Stephen and their
sons, Ethan and Andrew, relocated to
Denver, CO to plant a new church.
Kate is able to work remotely from
Denver with her team in Atlanta as
well as her clients around the
country. |
return
to top
Dan Wolthuis,
CFP®
Personal Financial Advisor |
|
Dan joined Ronald Blue & Co. in 2006 and is a Personal Financial Advisor with Everyday Steward. Dan offers fee-only financial planning and investment management services to clients nationwide. Prior to joining RB& Co., Dan worked in a number of engineering and supply chain management roles in the transportation and energy industries. Dan holds a Bachelor's degree in Mechanical Engineering from Georgia Tech, as well as an MBA and Personal Financial Planning graduate certificate from Georgia State University. Dan is
a CERTIFIED FINANCIAL PLANNER™
certificant and a NAPFA-Registered
Financial Advisor. Dan and his wife, Julie, live in Atlanta, Georgia with their two sons. They are active members of Intown Community Church.
|
return
to top
Jeff Chinery,
CFP®
Personal
Financial Advisor/Managing Director |
|
As the
Managing Director of Everyday Steward, Jeff oversees the growth and expansion of the department, which currently manages over 100 million dollars in investment assets and also provides fee-only hourly planning. Jeff joined Ronald Blue & Co. in 1996 and became a principal in 2001. Prior to joining the firm, Jeff was a Product Manager with NationsBanc Advisors, Inc. He received his B.S. in Business Administration from East Tennessee State University and he is a licensed CERTIFIED FINANCIAL PLANNER™ certificant
and a NAPFA-Registered Financial Advisor.
He and his wife, Dianne, live in
Atlanta, Georgia where they have
four children and attend Westminster
Presbyterian Church. |
return to top
Amy Drawdy
Support Services
Specialist |
|
As the Support Services
Specialist of Everyday Steward, Amy supports
seven financial advisors as they serve their clients. Amy originally joined Ronald Blue & Co. in 1995, and has served in several areas of the firm, including the Atlanta Branch and the Estate & Trust Planning Department. Amy and her husband, Gary, and their two children live in Marietta, Georgia and are active members of Crossview Baptist Church. |
return to top
Julie Floyd
Manager,
Support Services |
|
As the
Manager of Support Services for Everyday Steward, Julie assists the
seven financial advisors as they
serve their clients nationwide and
also manages support services and
activities.
Julie joined Ronald Blue & Co. in
2006. Prior to joining the firm,
Julie spent 6 years at Siemens
Energy & Automation in Sales and
Marketing. Julie earned her BS in
Mechanical Engineering from Georgia
Tech in 2000. Julie and her husband,
Blake, live in Alpharetta, Georgia
and are active members of North
Point Community Church. |
return to top
Erin O'Connor
Administrative Services Coordinator |
|
As the Administrative Services
Coordinator for Everyday Steward, Erin supports
seven financial advisors as they
serve their clients. Erin joined
Ronald Blue & Co. in 2009. Prior to
joining the firm, Erin spent 3 years
at Premier Utilities & Services,
Inc. in the Operations department.
Erin and her husband, Chris, live in
Powder Springs, Georgia and are
active members of North Point
Community Church. |
return to top
Tamara L. Shelabarger,
CFP®
Financial
Planner |
|
Tamara joined Ronald
Blue & Co. in 2003 and is a
Financial Planner. She
works with the Everyday Steward
advisors serving clients in the area of Financial
Planning. Tamara earned her BS
degree in Finance/Business
Management from the University of
Phoenix and is a CERTIFIED FINANCIAL
PLANNER™ certificant. Tamara is also
the accountant for the Evangelistic
Association of Russia (TEAR), a
not-for-profit organization which
ministers to the orphans of Russia.
Prior to joining the firm, Tamara
worked as the financial manager of a
private duty nursing service for 11
years. She lives in Woodstock,
Georgia, has two grown children,
twin granddaughters and is a member
of First Baptist Church Woodstock. |
return to top
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
|
