The Team

RidgePoint Financial Partners

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

John Shimp

John Shimp

Private Wealth Advisor

More about me...

Contact

john.j.shimp@ampf.com

610.825.4909

Designations

CFP®, CRPC®, APMA®, CDFA™, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies

Education

B.S., Public Administration, Saint Joseph's University, Philadelphia, PA, CFP, The American College, Bryn Mawr, PA, CRPC, College for Financial Planning, Denver, Colorado, CFS, Institute of Business & Finance, San Diego, California
CA Insurance #0I79758

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Christopher Townsley

Christopher Townsley

Private Wealth Advisor

More about me...

Contact

christopher.d.townsley@ampf.com

610.825.4909

Designations

CFP®, ChFC®, CASL®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

BS, Rutgers University, 1999
CA Insurance #0I77887

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Brendan O Reilly

Brendan O Reilly

Financial Advisor

More about me...

Contact

brendan.t.o'reilly@ampf.com

610.825.4909

Designations

MBA, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Insurance

Education

MBA, Accounting, Saint Joseph's University, Philadelphia, PA, BA, Financial Management, The Catholic University of America, Washington, DC

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Gerard C Lemly

Gerard C Lemly

Private Wealth Advisor

More about me...

Contact

gerard.c.lemly@ampf.com

267.483.5500

Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

La Salle University - B.S. Finance & Management, 1980-1984

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John D Jim

John D Jim

Private Wealth Advisor

More about me...

Contact

john.d.jim@ampf.com

267.483.5500

Designations

ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

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Anthony J Bruno

Anthony J Bruno

Financial Advisor

More about me...

Contact

anthony.j.bruno@ampf.com

267.483.5500

Designations

ChFC®, CLU®, CASL®, RICP®

Top Areas of Focus

  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

B.A., Economics ,1987 , Pennyslvania State University, Chartered Financial Consultant, 1997, American College, Chartered Life Underwriter, 2000, American College, Chartered Advisor for Senior Living, 2007, American College

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Daniel White

Daniel White

Financial Advisor

More about me...

Contact

daniel.a.white@ampf.com

610.825.4909

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science, Finance, The Pennsylvania State University, Bachelor of Science, Spanish, The Pennsylvania State University
CA Insurance #0I77890

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Jeremy Heller

Jeremy Heller

Financial Advisor

More about me...

Contact

jeremy.d.heller@ampf.com

610.825.4909

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances

Education

Bachelor of Science in Engineerng, Tulane University, New Orleans, LA - 2000

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May Lai

May Lai

Financial Advisor

More about me...

Contact

may.x.lai@ampf.com

267.483.5500

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies

Education

The Wharton School, University of Pennsylvania - BS Management, Philadelphia College of Pharmacy and Science (University of the Sciences ) - BS Biology

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Our Staff

Wendy J. Morrison

Wendy J. Morrison

Client Service Coordinator

Operations Specialist

More about me...

Contact

wendy.j.morrison@ampf.com

610.825.4909 Ext. 301

Roles & Responsibilities

  • Aligned primarily with John Shimp and Brendan O'Reilly
  • Schedules calls and meetings
  • Follow up on meeting action items
  • Paperwork and client data processing.
  • Event coordinator
Amber Ornelas

Amber Ornelas

Financial Planning Assistant

More about me...

Contact

amber.ornelas@ampf.com

610.825.4909 Ext. 316

Roles & Responsibilities

  • Aligned primarily with Christopher Townsley

Beth Wentzel

Client Service Coordinator

More about me...

Contact

beth.wentzel@ampf.com

610.825.4909 Ext. 308

Roles & Responsibilities

  • Primarily aligned with Christopher Townsley