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.


Our advisors

Advisor photo for John Shimp

John Shimp

CFP®, CRPC, APMA®, CLTC®, CFS®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Learn more about John Shimp Visit John Shimp's website
Advisor photo for Daniel White

Daniel White

CFP®, CRPC

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Learn more about Daniel White Visit Daniel White's website
Advisor photo for Brendan O Reilly

Brendan O Reilly

MBA, CLTC®, APMA®

Financial Advisor

Investment Manager
Learn more about Brendan O Reilly Visit Brendan O Reilly's website
Advisor photo for Jeremy Heller

Jeremy Heller

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jeremy Heller Visit Jeremy Heller's website
Advisor photo for Kenneth Kriebel

Kenneth Kriebel

Financial Advisor

Business Financial Advisor
Learn more about Kenneth Kriebel Visit Kenneth Kriebel's website
Advisor photo for Ryan Harrison

Ryan Harrison

CIMA®

Associate Financial Advisor

Financial Planning Specialist
Learn more about Ryan Harrison Visit Ryan Harrison's website
Advisor photo for Beth Wentzel

Beth Wentzel

Associate Financial Advisor

Learn more about Beth Wentzel Visit Beth Wentzel's website


Our team

Amber Ornelas

Financial Planning Assistant

Personal Intro

Aligned primarily with Daniel White.

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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Karoline O'Donnell

Client Service Manager

Personal Intro

Aligned with John Shimp, Brendan O'Reilly, and Ryan Harrison

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

Roles & Responsibilities

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

Client Service Manager

Personal Intro

Aligned with Ken Kriebel

Qualifications

  • Office Manager- Boyertown Location

Roles & Responsibilities

  • Pam supports Ken's clients by maintaining client files, scheduling meetings, responding to all client inquiries, all administrative duties, community outreach & office operations.
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