Blue Ridge Associates

05/29/2026

Barbara Clough from Blue Ridge Associates joins Alexis Odden for the upcoming National Center for Employee Ownership (NCEO) webinar on the Form 5500 audit process from the CPA, TPA, and plan sponsor perspectives.

The session covers audit preparation, auditor selection, and timeline coordination across teams.

NCEO members, be sure to register!

Audit season has a way of exposing gaps nobody knew were there—missing documentation, unclear timelines, or a CPA waiting on a TPA waiting on the plan sponsor.

Next Thursday's NCEO webinar with Barbara Clough and Alexis Odden cuts through that.

Join us for a walkthrough of the Form 5500 audit process, featuring the CPA firm, TPA firm, and plan sponsor perspective. Leave knowing what to pull together before your auditor asks, how the selection process works, and how to build a timeline your whole team will actually follow.

Included in your NCEO membership
REGISTER NOW: https://www.nceo.org/events/webinar-the-form-5500-audit-esop

05/29/2026

It is great to see the impact of strong ESOP communication in action. Thank you to Schorn Construction for the opportunity to work with your employee owners across multiple job sites and states.

Cecilia Miller from the Blue Ridge Associates team enjoyed leading this session and helping reinforce what employee ownership means for every member of the company. Building understanding and engagement around ESOPs is what drives long-term success.

Great job to the ESOP Communications Committee for bringing everyone together for such an important conversation!

05/14/2026

Please join us in welcoming Britta Reiman, Dave Craig, Melissa Pezzuto, and Leila Mikkola to the Blue Ridge Associates team!

Britta joins our ESOP Client Care team as a Client Relationship Manager, and Leila joins as a Senior Client Relationship Manager.

Dave and Melissa join our ESOP Administration team as Senior ESOP Administration Consultants.

We’re excited to have them on board and look forward to their contributions to the team.

Welcome, Britta, Dave, Melissa, and Leila!

05/12/2026

We’re excited to welcome Bob Valvano as Chief Financial Officer and Roxana Villanueva as Controller to the team at Blue Ridge Associates.

They bring extensive experience across finance, operations, and strategic growth that will help support Blue Ridge’s continued expansion and investment in scalable infrastructure, operational excellence, and client service. Their appointments further strengthen our leadership team as we continue building for the future.

Read the full announcement here: https://oneblueridge.com/blog/blue-ridge-associates-strengthens-executive-team-with-key-finance-leadership-appointments/

05/07/2026

We are pleased to announce Blue Ridge Associates has acquired Economic Group Pension Services (EGPS), further expanding our ability to support plan sponsors, advisors, and channel partners nationwide.

This strategic acquisition strengthens our 401(k) & Pension capabilities while continuing our commitment to delivering exceptional service, technical expertise, and technology-enabled retirement plan solutions.

We are excited to welcome the EGPS team and clients to Blue Ridge as we continue building a stronger platform to serve the needs of the retirement plan industry.

Read the full announcement here: https://oneblueridge.com/blog/blue-ridge-associates-acquires-economic-group-pension-services-egps/

05/01/2026

We’re excited to welcome Russell Christensen to the Blue Ridge Associates team as a Product Manager.

Russell brings over a decade of experience in fintech, lending technology, and compliance. We’re thrilled to have him on board and look forward to his contributions.

Welcome, Russell!

04/29/2026

Our team is looking forward to The ESOP Association National Conference in Washington, DC next week.

Members of our team will be featured in several speaking sessions throughout the conference. Renee Stadtmueller, Barbara Clough, Jon Williams, and Danny Lamastra will be sharing their insights, and we’re excited for the conversations ahead.

Laura Sadikoglu, Tom Roback, and Scott Foreman will also be in attendance. If you’re attending, don’t miss our sessions and be sure to say hello!

04/27/2026

Please join us in welcoming Logan Horning to the Blue Ridge Associates team!

Logan joins us as a Senior Sales Support Specialist. We’re excited to have him on board and look forward to his contributions to the team.

Welcome, Logan!

04/17/2026

Please join us in welcoming Jessica Quaday and Evan DeMeyer to the Blue Ridge Associates team!

Jessica joins our ESOP team as a Senior ESOP Administration Consultant, and Evan joins as an ESOP Administration Analyst.

We’re excited to have them on board and look forward to their contributions to the team.

Welcome, Jessica and Evan!

04/02/2026

Heading to the NCEO Annual Employee Ownership Conference in Milwaukee next week?

Don’t miss sessions from members of our team, Barbara Clough and Cecilia Miller, focused on helping ESOP leaders navigate growth, strengthen sustainability, and better connect with employee-owners.

These sessions bring practical insights and real-world perspectives you can put to work right away, whether you’re early in your ESOP journey or managing a more mature plan.

While you’re there be sure to stop by Booth 103 to chat with the Blue Ridge team. See you there!

National Center for Employee Ownership (NCEO)