Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

John Shimp, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

John Shimp

CFP®, CRPC, APMA, CDFA®, CLTC®, CFS®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Learn more about John Shimp Visit John Shimp's website
Daniel White, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

Daniel White

CFP®, CRPC

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Learn more about Daniel White Visit Daniel White's website
Anne Holderried, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

Anne Holderried

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Anne Holderried Visit Anne Holderried's website
Christopher Townsley, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

Christopher Townsley

CFP®, ChFC®, CASL®, RICP®

Private Wealth Advisor

Co-Founder of RidgePoint Financial Partners
Learn more about Christopher Townsley Visit Christopher Townsley's website
Brendan O Reilly, Financial Advisor serving the Langhorne, PA area - Ameriprise Advisors

Brendan O Reilly

MBA, CLTC®, APMA

Financial Advisor

Investment Manager
Learn more about Brendan O Reilly Visit Brendan O Reilly's website
Jeremy Heller, Financial Advisor serving the Langhorne, PA area - Ameriprise Advisors

Jeremy Heller

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeremy Heller Visit Jeremy Heller's website
William F Davis, Financial Advisor serving the Langhorne, PA area - Ameriprise Advisors

William F Davis

CFP®, CDFA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William F Davis Visit William F Davis's website
Kenneth Kriebel, Financial Advisor serving the Langhorne, PA area - Ameriprise Advisors

Kenneth Kriebel

CRPC, AAMS, AWMA℠

Financial Advisor

Business Financial Advisor
Learn more about Kenneth Kriebel Visit Kenneth Kriebel's website
Ryan Harrison, Associate Financial Advisor serving the Langhorne, PA area - Ameriprise Advisors

Ryan Harrison

CIMA®

Associate Financial Advisor

Financial Planning Specialist
Learn more about Ryan Harrison Visit Ryan Harrison's website

Our team

Amber Ornelas

Financial Planning Assistant

Personal Intro

Aligned primarily with Daniel White and Christopher Townsley

Roles & Responsibilities

  • Assisting in the preparation and delivery of financial plans
  • Servicing client accounts - general account questions, new account setup, and general account maintenance
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Beth Wentzel

Client Service Specialist

Personal Intro

Aligned primarily with Daniel White and Christopher Townsley

Qualifications

  • FINRA Series 7 and 66 security licenses
  • Pennsylvania Life, Accident and Health Insurance License

Roles & Responsibilities

  • Portfolio rebalancing, trades, and money movement
  • Marketing
  • Client Meeting Support
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Karoline O'Donnell

Client Service Coordinator

Personal Intro

Aligned with John Shimp, Brendan O'Reilly, and Bill Davis

Qualifications

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

Roles & Responsibilities

  • Scheduling and meeting management
  • Coordinating client services
  • General office and marketing support
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Faith Pervatt

Administrative Assistant

Personal Intro

    Aligned primarily with Daniel White and Christopher Townsley

Roles & Responsibilities

  • Coordinating client services
  • General office support
  • Scheduling and meeting management
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