RidgePoint Financial Partners

What's in a name?

Our team name, RidgePoint Financial Partners™, has a profound meaning for us. The “Ridge” is the narrow part of a mountain and requires careful navigation; this was symbolic of the goals we help our clients achieve- like retirement or education, for example. The “Point” is an actionable word; we help “Point” our clients in the right direction on their journey to the “Ridge”, the goal. “Financial Partners;” we will work with you in your quest to achieve your financial goals and here to help you in whatever way we can. The word “partner” is defined: a person who takes part in an undertaking with another or others. We are on this journey together and glad to be with you every step of the way.

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Team photo for RidgePoint Financial Partners
Team photo for RidgePoint Financial Partners

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Advisors

Advisor photo for John Shimp

John Shimp

CFP®, CRPC, APMA®, CLTC®, CFS®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Visit John Shimp's website
Advisor photo for Brendan O Reilly

Brendan O Reilly

MBA, CLTC®, APMA®

Financial Advisor

Investment Manager
Visit Brendan O Reilly's website
Advisor photo for Ryan Harrison

Ryan Harrison

CIMA®

Associate Financial Advisor

Financial Planning Specialist
Visit Ryan Harrison's website


Team

Karoline O'Donnell

Karoline O'Donnell

Client Service Manager

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 5:00 PM
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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.