Our advisors

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

MS, CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

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

David Covington

AAMS, APMA

Associate Financial Advisor

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

David Hergert

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Hergert Visit David Hergert'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