Our advisors

R Jeffrey Judah

R Jeffrey Judah

CFP®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about R Jeffrey Judah Visit R Jeffrey Judah's website
David Riggs

David Riggs

MS, CFP®, ChFC®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Riggs Visit David Riggs's website
David Covington

David Covington

AAMS®, APMA®

Associate Financial Advisor

Investment Manager
Learn more about David Covington Visit David Covington's website
David Hergert

David Hergert

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Hergert Visit David Hergert's website
Joe C Klages

Joe C Klages

Financial Advisor

Learn more about Joe C Klages Visit Joe C Klages's website
Mark A Rogers

Mark A Rogers

Financial Advisor

Learn more about Mark A Rogers Visit Mark A Rogers's website

Our team

Cathy Jones

Cathy Jones

Client Service Coordinator

Cynthia Borda

Cynthia Borda

Administrative Assistant

Roles & Responsibilities

  • Works directly with David Hergert in support of the Clear Lake Office.
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Tamisha Bedford

Tamisha Bedford

Client Concierge,

Executive Assistant

Roles & Responsibilities

  • Works directly with David E Riggs II in suport of his practice
  • Responds to the needs of clients and builds positive relationships by providing accurate information and timely responses.
  • Provide assistance with client registration for the Ameriprise website & Total View
  • Coordinate Client Dinners and Client Events
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Trisha Phillips-Jack

Trisha Phillips-Jack

Client Service Manager,

Financial Planning Specialist