RidgePoint Financial Partners

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

John Shimp

John Shimp

Private Wealth Advisor

Managing Partner
Visit John Shimp's website
Brendan O Reilly

Brendan O Reilly

Financial Advisor

Financial Planning Specialist
Visit Brendan O Reilly's website
Joe Dougherty

Joe Dougherty

Financial Advisor

Investment Manager
Visit Joe Dougherty's website
William F Davis

William F Davis

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit William F Davis's website

Team

Karoline O'Donnell

Karoline O'Donnell

Client Service Coordinator

Qualifications

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

Roles & Responsibilities

  • Scheduling and meeting management for John Shimp
  • Assists with client disbursement requests
  • General office and marketing support
  • Hours: 9:00 AM to 3:00 PM
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