Ridgeline Wealth Planning LLC

Daniel Evans is a financial advisor at Ridgeline Wealth Planning LLC in Centerville, OH, holding a Series 65 credential with three years of industry experience. Prior to his current role, he worked in various positions including at Cedarville University and in retail. He earns commissions through referrals linked to sales at Reel Yaks. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $200 million across around 385 clients. The firm employs a long-term, asset-allocation approach guided by modern portfolio theory and provides discretionary portfolio management, financial planning, and pension consulting.

Daniel Mick is a financial advisor with Ridgeline Wealth Planning LLC in Centerville, Ohio. He holds a Series 65 designation and has one year of industry experience. Prior to joining Ridgeline, he worked at Kroger and has been involved with various organizations since 2018. Outside of his advisory role, Mick serves as a compensated baseball umpire for youth games. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, asset-allocation approach using modern portfolio theory and manages approximately $200 million for about 385 clients.

Scott Simons is a CFP® professional with 20 years of experience in financial advising. He has worked at Ridgeline Wealth Planning LLC since 2020 and previously held roles at Broker Dealer Financial Services and Financial Counseling Inc. Ridgeline Wealth Planning is a five-advisor firm serving individuals, families, pension plans, charitable organizations, and businesses. The firm manages approximately $200 million using a long-term, asset-allocation approach and provides discretionary portfolio management along with pension consulting.

Lydia Boyer is a financial advisor at Ridgeline Wealth Planning LLC in Centerville, OH, holding a Series 65 designation. She has been with Ridgeline Wealth Planning since 2024 and has prior experience at Ham N Goodys and several educational institutions. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $200 million for about 385 clients. The firm uses a long-term, asset-allocation approach based on modern portfolio theory and provides discretionary portfolio management, financial planning, and pension consulting.

Maria Rykbost is a financial advisor at Ridgeline Wealth Planning LLC with a Series 65 credential and one year of industry experience. She has prior experience with organizations including the American Heart Association, Maple Tree Cancer Alliance, and Cedarville University. Outside of her advisory role, 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 businesses, managing approximately $200 million across about 385 clients. The firm employs a long-term, asset-allocation approach guided by modern portfolio theory and offers discretionary portfolio management, financial planning, and pension consulting.