The Team

RidgePoint Financial Partners

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Our Advisors

Jeremy Heller

Jeremy Heller

Financial Advisor

More about me...

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Education

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

VISIT MY WEBSITE

Christopher Townsley

Christopher Townsley

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

BS, Rutgers University, 1999
CA Insurance #0I77887

VISIT MY WEBSITE

John Shimp

John Shimp

Private Wealth Advisor

More about me...

Designations

CFP®, CRPC®, APMA®, CLTC®, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies

Education

B.S., Business Administration and Public Administration, Saint Joseph's University, Philadelphia, PA
CA Insurance #0I79758

VISIT MY WEBSITE

Daniel White

Daniel White

Financial Advisor

More about me...

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families

Education

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

VISIT MY WEBSITE

Brendan O Reilly

Brendan O Reilly

Financial Advisor

More about me...

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

VISIT MY WEBSITE

John D Jim

John D Jim

Private Wealth Advisor

More about me...

Designations

ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

VISIT MY WEBSITE

Gerard C Lemly

Gerard C Lemly

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

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

VISIT MY WEBSITE

May Lai

May Lai

Financial Advisor

More about me...

Top Areas of Focus

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

Education

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

VISIT MY WEBSITE

Anthony J Bruno

Anthony J Bruno

Private Wealth Advisor

More about me...

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

VISIT MY WEBSITE

Joe Dougherty

Joe Dougherty

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

VISIT MY WEBSITE

Our Staff

Amber Ornelas

Amber Ornelas

Financial Planning Assistant

Beth Wentzel

Client Service Coordinator