Pinnaclereach Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

R Jeffrey Judah

R Jeffrey Judah

Private Wealth Advisor

Visit R Jeffrey Judah's website
David Riggs

David Riggs

Private Wealth Advisor

Visit David Riggs's website
David Hergert

David Hergert

Financial Advisor

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