Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for John Shimp

John Shimp

CFP®, CRPC, APMA, CLTC®, CFS®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Learn more about John Shimp Visit John Shimp's website
Advisor photo for Daniel White

Daniel White

CFP®, CRPC

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Learn more about Daniel White Visit Daniel White's website
Advisor photo for Anne Holderried

Anne Holderried

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Anne Holderried Visit Anne Holderried's website
Advisor photo for Brendan O Reilly

Brendan O Reilly

MBA, CLTC®, APMA

Financial Advisor

Investment Manager
Learn more about Brendan O Reilly Visit Brendan O Reilly's website
Advisor photo for Jeremy Heller

Jeremy Heller

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeremy Heller Visit Jeremy Heller's website
Advisor photo for Kenneth Kriebel

Kenneth Kriebel

CRPC, AAMS, AWMA℠

Financial Advisor

Business Financial Advisor
Learn more about Kenneth Kriebel Visit Kenneth Kriebel's website
Advisor photo for Ryan Harrison

Ryan Harrison

CIMA®

Associate Financial Advisor

Financial Planning Specialist
Learn more about Ryan Harrison Visit Ryan Harrison's website
Advisor photo for Beth Wentzel

Beth Wentzel

Associate Financial Advisor

Learn more about Beth Wentzel Visit Beth Wentzel's website


Our team

Amber Ornelas

Financial Planning Assistant

Personal Intro

Aligned primarily with Daniel White and Christopher Townsley

Roles & Responsibilities

  • Assisting in the preparation and delivery of financial plans
  • Servicing client accounts - general account questions, new account setup, and general account maintenance
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Karoline O'Donnell

Client Service Manager

Personal Intro

Aligned with John Shimp, Brendan O'Reilly, and Ryan Harrison

Qualifications

  • B.S., Marketing, LaSalle University, Philadelphia, PA

Roles & Responsibilities

  • Scheduling and meeting management
  • Coordinating client services
  • General office and marketing support
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Faith Pervatt

Administrative Assistant

Personal Intro

    Aligned primarily with Daniel White and Christopher Townsley

Roles & Responsibilities

  • Coordinating client services
  • General office support
  • Scheduling and meeting management
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