Meet the Team
Financial planning isn’t just about numbers—it’s about life. Your values, your family, your future. Our team is built with you in mind. We can’t wait to serve you!
Scott Simons CFP®
Dan Evans CFP®
Daniel Mick
Maria Martinez FPQP®
Lydia Boyer
Michelle Cooper FPQP®
Catherine Ambro FPQP®
Kelly Howard FPQP®
Nikki Bucher SHRM-CP
Debbie Simons
Guiding Clients with Genuine Care
At Ridgeline, we understand that financial planning is personal. It’s not just about growing wealth—it’s about building a life. That’s why our work is grounded in four core values that shape our relationship with you.
Care
Your goals and values matter to us. We listen first, then build a plan that truly fits your life.
Excellence
Going above and beyond in every detail to deliver thoughtful guidance and a strategy that works for you.
Teamwork
All of our advisers bring a unique skill set, and working as a team allows us to better serve you!
Integrity
Trust is at the heart of everything we do. As fee-only, fiduciary advisers, we always act in your best interest.