Riggs & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Riggs & Associates
Team photo for Riggs & Associates

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Advisors

Advisor photo for Jody B Riggs

Jody B Riggs

CFP®, CPA, RICP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jody B Riggs's website
Advisor photo for Damon Riggs

Damon Riggs

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Damon Riggs's website
Advisor photo for Kyle Luthy

Kyle Luthy

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Kyle Luthy's website
Advisor photo for Samuel Montgomery

Samuel Montgomery

CFP®, CKA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Samuel Montgomery's website
Advisor photo for Luane D Culpepper

Luane D Culpepper

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Luane D Culpepper's website


Team

Tabithia Caysee Brown

Tabithia Caysee Brown

Operations Manager

Qualifications

  • FINRA Series 66
  • FINRA Series 7
  • Insurance licensed in GA
  • Over 10 years experience in the financial services industry

Roles & Responsibilities

  • Responsible for preparing for client review sessions
  • Supports advisors with client phone inquiries
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Coleen Williams

Coleen Williams

Office Manager

Qualifications

  • Member of Riggs & Associates team since 2000
  • Over 45 years client service experience

Roles & Responsibilities

  • Manage advisor's calendar - Schedule appointments
  • Supports the team with any client based communications
  • Co-ordinate client events & seminars
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Teresa Manning

Teresa Manning

Client Service Specialist

Qualifications

  • 30+ years experience in the financial industry

Roles & Responsibilities

  • Assist with managing advisor appointments
  • Responsible for client inquiries and resolutions
  • Client support for Ameriprise website and mobile app
  • Supports team members with daily business activities including data requests, updates, reports and other advisor needs
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David B. Williams

David B. Williams

Paraplanner

Qualifications

  • Bachelors degree in Finance
  • FINRA Series 7
  • FINRA Series 66

Roles & Responsibilities

  • Manage financial planning process
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Stephanie Scoggins

Stephanie Scoggins

Client Relationship Manager

Qualifications

  • 11+ years experience in the financial industry

Roles & Responsibilities

  • Assist with client transactions and requests
  • Responsible for submission of forms and processing of transactional documents
  • Manages client records and data
  • Assists advisors with meeting preparation and reports
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Douglas Morningstar

Douglas Morningstar

Paraplanner

Qualifications

  • Bachelors degree in Finance
  • Minor in Accounting
  • FINRA Series 7

  • FINRA Series 66

Roles & Responsibilities

  • Manage financial planning process
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Trudy Ingram

Trudy Ingram

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • MBA from Middle Tennessee State University
  • 9+ years experience in financial services industry
  • FINRA Series 66

  • FINRA Series 7

Roles & Responsibilities

  • Manage financial planning process
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Peter Barbato

Peter Barbato

Client Relationship Manager

Qualifications

  • Bachelor's degree in Business with Finance Concentration from Geneva College

Roles & Responsibilities

  • Assist with client transactions and requests
  • Responsible for submission of forms and processing of transactional documents
  • Manages client records and data
  • Assists advisors with meeting preparation and reports
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