RidgePoint Financial Partners

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Jeremy Heller, Financial Advisor serving the Limerick, PA area - Ameriprise Advisors

Jeremy Heller

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeremy Heller's website
Daniel White, Private Wealth Advisor serving the Limerick, PA area - Ameriprise Advisors

Daniel White

CFP®, CRPC

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Visit Daniel White's website

Team

Beth Wentzel

Beth Wentzel

Client Service Specialist

Qualifications

  • FINRA Series 7 and 66 security licenses
  • Life, Health and Accident Insurance license

Roles & Responsibilities

  • Primarily aligned with Christopher Townsley
  • Portfolio rebalancing, trades and money movement
  • Marketing
  • Client meeting support
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Amber Ornelas

Amber Ornelas

Financial Planning Assistant

Qualifications

  • 6 years of experience at a credit union
  • 5 years of experience working with Ameriprise Financial

Roles & Responsibilities

  • Primarily aligned with Christopher Townsley
  • 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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Faith Pervatt

Faith Pervatt

Administrative Assistant

Roles & Responsibilities

  • Primarily aligned with Christopher Townsley
  • Coordinating our client service
  • General office support
  • Scheduling and meeting management
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