Meet Your Financial Guides

“You shouldn’t have to guess when it comes to your investment strategy. I love walking with clients to help them discover their goals, design a plan, and celebrate their success.” 

For over 15 years, Scott Simons has dedicated his career to leading his clients to financial success. As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Scott is committed to upholding the CFP Board’s high standards of professional competency and ethics by serving his clients’ best interests today to prepare them for a more secure tomorrow. 

“Life can be stressful, but I hope to take the pressure off our clients and show them that through diligent planning, there is a way to minimize stress and create a plan that can build confidence in their financial journey.”

Daniel graduated from Cedarville University in 2022 with a bachelor’s degree in Finance. He has always enjoyed working with numbers and interacting with new people. Dan hopes to combine these two passions to serve clients well and help them plan for their financial future. His main desire is to meet clients where they are and show them the different financial paths they can take throughout their lifetime. In his free time, Dan often spends time fishing and enjoying the outdoors.

“It’s exciting to hear each client’s individual story and then provide encouragement regarding their financial futures.”

Daniel graduated with a bachelor’s degree in Finance from Cedarville University. As a Financial Adviser, he looks forward to the opportunity to hear each client’s individual needs and priorities and finds fulfillment in listening to clients’ life stories while helping them shape future goals. Daniel’s aim is to encourage clients regarding their financial futures. Drawing on the discipline and lessons learned as a student athlete, Daniel brings a unique perspective to his role. Outside of work, he umpires for youth baseball and enjoys engaging in activities like reading and biking.

“Providing organization and structure to a team while working alongside each other to serve our clients is something I love to do.”

Michelle holds a bachelor’s degree in Communications and Criminal Justice. However, not long after graduation, she realized a passion for numbers that has led her to the financial field. Michelle enjoys working with people, making complex ideas easier to understand, and keeping things organized. Her background is in marketing as well as executive-level administrative assistance. Michelle loves traveling with her husband and kids, reading, coffee with a friend, and doing anything active outdoors. But most of all, she loves being home with her family on any ordinary evening enjoying a game or a good movie together.

“Working behind the scenes to ensure our firm is compliant is something I really enjoy, and I always love to serve our clients well.”

Kelly is an Ohio native and graduate of Ohio Northern University where she earned a degree in Biology and Chemistry. Prior to joining Ridgeline Wealth Planning, she was an active-duty military spouse who was fortunate to move around the country and live in numerous different locations allowing her to interact with diverse groups of people. These experiences enable her to relate well to others as she helps guide them through their financial process. In her free time, Kelly enjoys working on remodeling projects, but more than anything she loves spending time with her husband and her three daughters.”

“I am passionate about serving our clients and our Ridgeline team at a personal level and find joy in blessing others.”  

Debbie is a native Buckeye and received her bachelor’s degree in Early Childhood Education from Cedarville University and her master’s degree in Early Childhood Education from the University of Dayton. Debbie enjoys planning team events, connecting with clients and representing Ridgeline in the community. Debbie likes to work behind the scenes to help Ridgeline run as smoothly as possible. When she is not supporting the Ridgeline team, Debbie enjoys gardening, boating, taking walks with Scott, and spending time with her 3 children.

“I really appreciate meeting new people and hearing more of their own personal stories. I hope to put our clients at ease by being a good listener and serving them well.”

Taylor graduated from Cedarville University in 2021 with a bachelor’s degree in Business Management with a focus in Operations. She has always had a love for meeting new people and connecting with them on a more personal level. Her goal at Ridgeline is to put the clients at ease and help them feel confident in our ability to serve them. In her free time, Taylor enjoys watching sports and movies, playing with her Golden Retriever, Honey, and most of all, spending time with her husband.

“Financial planning involves making decisions about crucial details. I am here to take on the burden of planning and ensure every ‘t’ is crossed so our clients can be confident in their financial plan.”

Catherine Ambro joined the Ridgeline Team in July of 2021. She is originally from Washington state and spent a few short college years in California where she met and married her husband in 2000. They settled in the Dayton area in 2004 after the birth of their daughter. Catherine is fluent in American Sign Language (ASL) and is gifted with the joy of helping people in the small details. She loves serving her community and looks forward to assisting your family with their goals.

“My passion for organization and details allow me to care for my team and for our clients in a unique way, and I enjoy seeing all the moving pieces working together smoothly.”

Maria will graduate from Cedarville University with a bachelor’s degree in Management and a concentration in Operations in December 2024. She has always enjoyed hearing other people’s stories and learning how she can serve them and their unique needs. Being detail-oriented and improvement-minded, Maria enjoys caring for clients through the administrative projects that allow for smooth operation as our advisers guide clients in their financial journeys. Outside of work, Maria spends a lot of time playing music, singing, and writing songs. She also enjoys running, hiking, or going to museums to learn something new about history!

Your Trail Guide to Financial Peace-of-Mind