Riggs & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jody B Riggs

Jody B Riggs

CFP®, CPA, CLTC®, RICP®, CKA®

Private Wealth Advisor

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

Damon Riggs

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Damon Riggs's website
John Griggs

John Griggs

CFP®, CRPC®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Griggs's website
Samuel Montgomery

Samuel Montgomery

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Samuel Montgomery's website

Team

Coleen Williams

Coleen Williams

Office Manager

Qualifications

  • Member of Riggs team since 2000
  • Over 45 years client service experience
  • Marketing Manager since 2010

Roles & Responsibilities

  • Schedule client appointments
  • Support the team with any client based communications
  • Co-ordinate client events and seminars
View more
Tabithia Caysee Brown

Tabithia Caysee Brown

Client Relationship Manager

Qualifications

  • FINRA Series 66
  • FINRA Series 7
  • Life and Health insurance licensed in the state of GA
  • Over 10 years experience experience in the financial service industry

Roles & Responsibilities

  • Responsible for preparing for client review sessions
  • Supports advisors with client phone inquiries
View more
Meredith Kardokus

Meredith Kardokus

Paraplanner

Qualifications

  • FINRA Series 66
  • FINRA Series 7
  • MBA & Bachelors degrees in Finance

Roles & Responsibilities

  • Manage financial planning process
View more