The Team

Pinnaclereach Wealth Advisors

Our Advisors

R Jeffrey Judah

R Jeffrey Judah

Private Wealth Advisor

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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

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David Covington

David Covington

Associate Financial Advisor

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Designations

AAMS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Texas A&M University - BBA Management

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David Riggs

David Riggs

Private Wealth Advisor

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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

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David Hergert

David Hergert

Financial Advisor

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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

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Our Staff

Patricia Phillips-Jack

Patricia Phillips-Jack

Client Relationship Manager

Financial Planning Specialist
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Qualifications

  • Series 7, 66 & LHVA Licenses
Cathy Jones

Cathy Jones

Client Service Manager

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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.
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