Ridgeline Wealth Planning LLC

Daniel Evans is a Series 65-licensed advisor with Ridgeline Wealth Planning LLC in Centerville, OH, where he has worked since 2022. He has four years of industry experience and has held various roles including a university position at Cedarville University. Outside of advisory work, he earns commissions on sales through referrals for an outdoor equipment business. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a suitability process and modern portfolio theory for tailored, long-term investment strategies with tactical adjustments as needed.

Daniel Mick is a CERTIFIED FINANCIAL PLANNER™ professional with two years of industry experience, currently serving at Ridgeline Wealth Planning LLC. Prior to joining Ridgeline, he worked at Kroger and has been involved with various organizations since 2018. Outside of his advisory work, he officiates youth baseball games as an independent contractor. Ridgeline Wealth Planning LLC serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing a suitability process and modern portfolio theory to guide its investment strategies.

Scott Simons is a CFP® professional with 21 years of experience in financial advising. He has worked at Ridgeline Wealth Planning LLC since 2020 and previously spent time at Broker Dealer Financial Services and Financial Counseling Inc. Ridgeline Wealth Planning serves individuals and families, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a documented suitability process and modern portfolio theory to develop long-term investment strategies with tactical adjustments as needed.

Lydia Boyer is a financial advisor at Ridgeline Wealth Planning LLC in Centerville, Ohio, holding a Series 65 designation with no prior industry experience. Her work history includes roles outside of finance, such as positions at Ham N Goodys, Christian educational institutions, and Cedarville University. Ridgeline Wealth Planning serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a documented suitability process and modern portfolio theory to guide its investment approach.

Maria Rykbost is a financial advisor at Ridgeline Wealth Planning LLC with one year of industry experience. She holds the Series 65 designation and has worked with organizations including the American Heart Association and Maple Tree Cancer Alliance. Outside of financial advising, she is the CEO and majority owner of Crowned Chains LLC, a small jewelry company. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a documented suitability process and modern portfolio theory with tactical trading as needed.