Pinnaclereach Wealth Advisors

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all you’ve achieved.


Advisors

Advisor photo for R Jeffrey Judah

R Jeffrey Judah

CFP®, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit R Jeffrey Judah's website
Advisor photo for David Covington

David Covington

AAMS, APMA

Associate Financial Advisor

Investment Manager
Visit David Covington's website
Advisor photo for David Riggs

David Riggs

MS, CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Riggs's website
Advisor photo for David Hergert

David Hergert

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Hergert's website


Team

Patricia Phillips-Jack

Patricia Phillips-Jack

Client Relationship Manager,

Financial Planning Specialist

Qualifications

  • Series 7, 66 & LHVA Licenses
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Cathy Jones

Cathy Jones

Client Service Manager

Qualifications

  • Please contact me if your last name begins with A - N or if you live West of Houston, TX.
  • Also, please contact me if your meet the above mentioned criteria and you need help with scheduling/rescheduling appointments, to change your address or beneficiary, or other general account maintenance.
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Donna Gonzalez

Donna Gonzalez

Client Service Coordinator,

Investment Specialist
Cynthia Borda

Cynthia Borda

Client Service Specialist

Lynn Hernandez

Lynn Hernandez

Client Service Coordinator