Our advisors

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