RidgePoint Financial Partners

Advisors

John Shimp

CFP®, CRPC, APMA, CLTC®, CFS®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Visit John Shimp's website

Brendan O Reilly

MBA, CLTC®, APMA

Financial Advisor

Investment Manager
Visit Brendan O Reilly's website

Anne Holderried

Private Wealth Advisor

Franchise Owner
Visit Anne Holderried's website

Daniel White

CFP®, CRPC

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Visit Daniel White's website

Jeremy Heller

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeremy Heller's website

Kenneth Kriebel

CRPC, AAMS, AWMA℠

Financial Advisor

Business Financial Advisor
Visit Kenneth Kriebel's website


Team

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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