Pinnaclereach Wealth Advisors

Advisors

R Jeffrey Judah

R Jeffrey Judah

CFP®, AAMS®

Private Wealth Advisor

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

David Covington

AAMS®, APMA®

Associate Financial Advisor

Investment Manager
Visit David Covington's website
David Riggs

David Riggs

ChFC®, CRPC®, MS, APMA®

Private Wealth Advisor

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

David Hergert

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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
Tom-Ann Caster

Tom-Ann Caster

Client Service Coordinator,

Client Concierge
Cynthia Borda

Cynthia Borda

Client Service Specialist