Pinnaclereach Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

R Jeffrey Judah, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

R Jeffrey Judah

CFP®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit R Jeffrey Judah's website
David Riggs, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

David Riggs

MS, CFP®, ChFC®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Riggs's website
David Hergert, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

David Hergert

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Hergert's website

Team

Cathy Jones

Cathy Jones

Client Service Coordinator

Cynthia Borda

Cynthia Borda

Administrative Assistant

Roles & Responsibilities

  • Works directly with David Hergert in support of the Clear Lake Office.
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Tamisha Bedford

Tamisha Bedford

Client Concierge,

Executive Assistant

Roles & Responsibilities

  • Works directly with David E Riggs II in suport of his practice
  • Responds to the needs of clients and builds positive relationships by providing accurate information and timely responses.
  • Provide assistance with client registration for the Ameriprise website & Total View
  • Coordinate Client Dinners and Client Events
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Tricia Phillips-Jack

Tricia Phillips-Jack

Client Service Manager,

Financial Planning Specialist