Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for 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
Advisor photo for David Riggs

David Riggs

CFP®, ChFC®, CRPC, APMA®, MS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about David Riggs Visit David Riggs's website
Advisor photo for David Covington

David Covington

Associate Financial Advisor

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


Our team

Cathy Jones

Cathy Jones

Client Service Coordinator

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
View more
Donna Gonzalez

Donna Gonzalez

Client Service Coordinator,

Investment Specialist