The Team

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.


Our Advisors

R Jeffrey Judah

R Jeffrey Judah

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

Texas A&M University, B.B.A Finance 1990

VISIT MY WEBSITE

David Riggs

David Riggs

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, CRPC®, MS, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

1997 - B.B.A. Finance - Southwest Texas State University, San Marcos, TX, 2013-Masters of Science- Finance (MS)-Kaplan University
AR License #2188949

VISIT MY WEBSITE

David Hergert

David Hergert

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

Texas A&M University, Bachelors in Finance and Management Information Systems

VISIT MY WEBSITE

Our Staff

Cathy Jones

Cathy Jones

Client Service Coordinator

Cynthia Borda

Cynthia Borda

Administrative Assistant

More about me...

Roles & Responsibilities

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

Tamisha Bedford

Client Concierge

Executive Assistant
More about me...

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
Tricia Phillips-Jack

Tricia Phillips-Jack

Client Service Manager

Financial Planning Specialist