The Team

RidgePoint Financial Partners
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

John Shimp

John Shimp

Private Wealth Advisor

More about me...

Contact

john.j.shimp@ampf.com

610.825.4909

Designations

CFP®, CRPC®, APMA®, CDFA®, CLTC®

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

Brendan O Reilly

Brendan O Reilly

Financial Advisor

More about me...

Contact

brendan.t.o'reilly@ampf.com

610.825.4909

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

Joe Dougherty

Joe Dougherty

Financial Advisor

More about me...

Contact

Joseph.Dougherty@ampf.com

610.825.4909

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

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Our Staff

Allison Lemly

Allison Lemly

Paraplanner

Financial Planning Assistant
More about me...

Contact

allison.lemly@ampf.com

610.825.4909 Ext. 311

Roles & Responsibilities

  • Aligned with John Shimp and Brendan O'Reilly
  • Assists with gathering client data, input and analysis for completion of financial advice and various transactions.
  • Client Meeting Support
  • Portfolio rebalancing, trades, and money movement
Karoline O'Donnell

Karoline O'Donnell

Client Service Coordinator

More about me...

Contact

karoline.odonnell@ampf.com

610.825.4909 Ext. 301

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