RidgePoint Financial Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Jeremy Heller

Jeremy Heller

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeremy Heller's website
Advisor photo for Beth Wentzel

Beth Wentzel

Associate Financial Advisor

Visit Beth Wentzel's website


Team

Amber Ornelas

Amber Ornelas

Financial Planning Assistant

Faith Pervatt

Faith Pervatt

Administrative Assistant