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Erik Daniels

Personal Finance, Retirement, Taxes
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“As Executive Vice President of the Ronald Blue & Co., Erik Daniels is passionate about helping families intentionally design a multi-generational plan for transferring the social, spiritual and financial capital necessary for the family to thrive.”
Firm:

Ronald Blue & Co.

Job Title:

Executive Vice President

Biography:

Erik Daniels began his career at Ronald Blue & Co. in 1980 as the third employee hired by the firm and has been honored to hold leadership positions since 1986, including Managing Director of the Atlanta branch office and Regional Director for the Southeast Region. Currently, he holds the position of Executive Vice President of the Family Office division of Ronald Blue & Co.

Along with his team of Family Strategists, Erik focuses on the complex needs of multi-generational families typically starting at $25 million of net worth.  As one of the largest, fee-only independent wealth management firms in the United States, Ronald Blue & Co. provides comprehensive financial strategies based on biblical wisdom, with one goal: empower our clients to live enriched lives. Our services range from family mission and governance to sophisticated trust and estate planning to innovative investment solutions and business succession.

Throughout Erik's career, it has been his pleasure to have the opportunity to grow and develop as a financial speaker. Having spoken at national as well as local venues, including the National Association of Personal Financial Advisors (NAPFA), the Young Presidents Organization, Bell South, and other global companies, he has much experience in providing audiences of all types an informative and entertaining perspective on money management. As a member of NAPFA and a past member of the American Institute of Certified Public Accountants (AICPA), Eric has been quoted in various news and business journals and has enjoyed hosting radio programs focused on helping people manage their money. He often speaks to church groups, corporations, men's gatherings and civic groups.

As an active member of the Atlanta community, Erik has served on numerous boards including Georgia Center for Opportunity, Sheltering Grace, Working Women of America. He is pleased to currently be a member of the Southeast Regional Board of NAPFA.

Prior to joining Ronald Blue & Co. in 1980, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis and originally founded by Ron Blue. He received a B.S. degree from Indiana University, a Masters in Taxation from Georgia State University and a Masters of Science in Financial Planning from the College for Financial Planning.

Erik and his wife, Sherri, live in Marietta, Georgia. They have four children and two grandchildren.

Education:

BS, Accounting, Indiana University
MTX, Income and Estate Taxes, Georgia State University

Fee Structure:

Fee-Only

CRD Number:

2307996

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