Blue Ridge Associates

08/25/2026

Please join us in welcoming Nicholl Venzon to the Blue Ridge Associates team!

Nicholl joins our ESOP Administration team as a Senior ESOP Administration Consultant, bringing four years of experience auditing defined contribution and ESOP plans.

We're excited to have her on board and look forward to her expertise and contributions to the team.

Welcome, Nicholl!

08/12/2026

Please join us in welcoming Thom Sliney and Tyce McNair to the Blue Ridge Associates team!

Thom joins our ESOP Administration team as an ESOP Administration Consultant, bringing more than 16 years of experience in the retirement plan industry.

Tyce joins our Payments Department as a Payment Specialist, supporting ESOP participant payments and delivering exceptional client service.

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

Welcome, Thom and Tyce!

07/28/2026

As a proud Leader Sponsor of the Ohio/Kentucky Chapter of The ESOP Association, we’re excited to attend the 2026 Thoroughbred Conference in Louisville, KY, August 3–4.

Pete Shuler will be presenting two conference sessions and looks forward to sharing insights while connecting with fellow attendees throughout the event.

If you’ll be there, be sure to stop by and say hello!

07/24/2026

Members of our Iowa team recently spent time volunteering at the Families Forward Bidwell Pantry in Des Moines as part of the Blue Ridge Day of Giving.

They assisted guests with selecting food items, guided them through the process and ensured they received all of the items available to them.

We are grateful for this opportunity to give back to local communities and to make a difference in the lives of those in need.

07/24/2026

Looking forward to this upcoming National Center for Employee Ownership (NCEO) webinar featuring Jon Williams and Scott Foreman.

Distribution payments may seem straightforward, but the details around timing notices, tax withholding, and cash-versus-stock distributions can quickly become complex. Jon and Scott will share practical guidance to help ESOP administrators navigate these requirements with confidence and avoid common pitfalls.

NCEO members, be sure to register!

Distribution payments look simple until the timing notice, the tax withholding, and the cash-versus-stock rules all land on your desk at once. Next Thursday, we'll walk through how to get it right the first time. https://www.nceo.org/events/webinar-processing-participant-distribution-payments-101-esop

07/21/2026

Members of our Monrovia, CA team recently spent time volunteering at the Garden of Hope at the City of Hope Hospital as part of the Blue Ridge Day of Giving.

They helped with weeding, deadheading flowers, and organizing supplies all while enjoying the sunshine!

07/09/2026

We're excited to welcome Tyler Mobley to the Blue Ridge Associates team as Vice President of Financial Planning & Analysis.

Tyler brings more than 15 years of experience in financial planning, business operations, and strategic finance leadership. His expertise in corporate financial planning and driving growth initiatives will help strengthen our financial operations and support our continued growth.

We're thrilled to have him on board and look forward to his contributions.

Welcome, Tyler!

06/29/2026

Members of our North Carolina team spent the day volunteering in downtown Raleigh as part of the Blue Ridge Day of Giving.

The team helped mark storm drains to encourage the community to keep local streams clean and protect our waterways.

It was a meaningful day of giving back while supporting a cleaner environment for the communities we live in!

06/25/2026

Members of our Charlottesville, VA team spent the day volunteering at Camp Holiday Trails, a year-round nonprofit camp that provides life-changing experiences for teens with medical needs.

This year, the team helped clear and maintain the camp's walking trails.

It was a meaningful day of giving back to an organization that makes such a positive impact on the lives of young people and their families.

06/23/2026

Members of our Wisconsin team spent their Day of Giving volunteering at High Cliff State Park, helping keep this beautiful outdoor space clean and welcoming for visitors.

The team worked together to pick up litter throughout the park. It was a great morning spent giving back to the community.