The Team

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. In fact, Ameriprise is rated #1 in the investment industry for trust.1

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.

Our Advisors

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

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

Joe Dougherty

Joe Dougherty

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

VISIT MY WEBSITE

William F Davis

William F Davis

Financial Advisor

More about me...

Designations

CFP®, CDFA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans

Education

Bachelor's degree - La Salle University, Philadelphia, PA, Master's degree - Temple University, Philadelphia, PA

VISIT MY WEBSITE

Our Staff

Allison Lemly

Allison Lemly

Paraplanner

Financial Planning Assistant
More about me...

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...

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