Your Goals Deserve a Future

Our team is here to simplify complex financial decisions and guide you towards a confident future.

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Client-Centered Service

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Fee-Only Fiduciary Adviser

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Consistent Communication

There are many complex factors involved in planning for retirement.

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What should I be doing to maximize my investments?

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Am I saving enough?

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How do I guard against the unexpected?

Our experts partner with youtaking on the burden of investment strategy, tax planning and retirement projectionsso you can be knowledgeable about the decisions you make and confident you are taking the right steps.

Ridgeline advisers have equipped hundreds of clients with a customized financial plan.

Guiding Clients with Genuine Care

We accomplish this by prioritizing our core values: 

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CARE

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EXCELLENCE

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TEAMWORK

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INTEGRITY

Meet Your Financial Guides

scott simons | CFP® – Financial Adviser and president

“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 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.

Dan Evans | FPQP – Financial Adviser

“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 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.

Michelle Cooper | FPQP™ – Director of Operations and Personnel

“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.” 

Kelly Howard | FPQP™ – Compliance Coordinator

“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.” 

debbie simons | Client and Team Care Coordinator

“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.

Taylor Skarski | FPQP™ – Registered Paraplanner

“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.

CATHERINE AMBRO | FPQP™ – CLIENT SERVICE SPECIALIST

“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.

The Ridgeline Commitment

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Client-Centered Service

What is important to you is important to us. We sit on your side of the table when it’s time to make life’s biggest decisions.

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Long-Term Focus

We care about long-term relationships, which is why many families we serve are now multi-generational clients.

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Consistent Communication

We don’t meet with you once and disappear. Your adviser will be in touch regularly to set goals and evaluate your progress.

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Fee-Only Fiduciary Adviser

We gladly accept the legal responsibility of treating your best interests with honesty and integrity. We only succeed if our clients do – the way it should be.

Your Trail Guide to Financial Peace-of-Mind

1. Let's Get Together

We’d love to get to know you, chat about your goals, and look at current data to see if you’re on track for financial success.

2. We'll Craft a Custom Roadmap for You

A retirement well-planned is never left to chance. We’ll craft a strategic plan to give your goals a future.

3. Be Confident in Your Future

Spend time with family. Travel. Leave a legacy. If you can dream it, we’ll help you get there – without the stress.

You’ve worked hard for your money

Now Let Your Money Work For You

Let’s Get Together

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