Daniel Wolthuis (CFP®, CKA®, MBA)

Daniel Wolthuis focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Dan Wolthuis is a Sr. Financial Advisor for the Everyday Steward® division of Ronald Blue Trust and serves clients nationwide out of the branch office in Atlanta, Georgia.

Dan offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who are beyond the debt problem stage, but still seek objective advice based on biblical principles for their financial planning and investment needs. He is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.

Additional Information

Prior to joining the company, Dan worked in a number of engineering and supply chain management roles in the commercial aviation and energy industries.

Dan holds a Bachelor degree in Mechanical Engineering from Georgia Tech, a Master of Business Administration degree with a graduate certificate in Personal Financial Planning from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER™ certificant.

Dan and his wife, Julie, have three sons and are active in their community.

NAPFA Start Date

August 30, 2022


This Office

1125 Sanctuary Parkway, Suite 500 Alpharetta, GA 30009 Phone: (770) 280-6000 Fax: (770) 280-6001