Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Kyle Luthy, Financial Advisor serving the Chattanooga, TN area - Ameriprise Advisors

Kyle Luthy

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Kyle Luthy Visit Kyle Luthy's website
Damon Riggs, Financial Advisor serving the Chattanooga, TN area - Ameriprise Advisors

Damon Riggs

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Damon Riggs Visit Damon Riggs's website
Jody B Riggs, Private Wealth Advisor serving the Chattanooga, TN area - Ameriprise Advisors

Jody B Riggs

CFP®, CPA, CLTC®, RICP®, CKA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jody B Riggs Visit Jody B Riggs's website
John Mark Griggs, Associate Financial Advisor serving the Chattanooga, TN area - Ameriprise Advisors

John Mark Griggs

CFP®, CRPC

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Mark Griggs Visit John Mark Griggs's website
Luane D Culpepper, Financial Advisor serving the Chattanooga, TN area - Ameriprise Advisors

Luane D Culpepper

CKA®, CFP®

Financial Advisor

Learn more about Luane D Culpepper Visit Luane D Culpepper's website
Samuel Montgomery, Associate Financial Advisor serving the Chattanooga, TN area - Ameriprise Advisors

Samuel Montgomery

CFP®, CKA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Samuel Montgomery Visit Samuel Montgomery's website

Our team

Tabithia "Caysee" Brown

Tabithia "Caysee" Brown

Operations Manager

Qualifications

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

Roles & Responsibilities

  • Responsible for preparing for client review sessions
  • Supports advisors with client phone inquiries
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Coleen Williams

Coleen Williams

Office Manager,

Marketing Manager

Qualifications

  • Member of Riggs & Associates team since 2000
  • Over 45 years client service experience

Roles & Responsibilities

  • Receptionist
  • Manage advisor's calendar - Schedule appointments
  • Manages the Estate Settlement process
  • Supports team with any client based communication
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Trudy Hawkins

Trudy Hawkins

Paraplanner,

Client Relationship Manager

Qualifications

  • AFC - Certified Accredited Financial Counselor
  • MBA from Middle Tennessee State University
  • 9+ years experience in financial services industry

Roles & Responsibilities

  • Manage financial planning process
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David B, Williams

David B, Williams

Paraplanner

Qualifications

  • Bachelors degree in Finance
  • FINRA Series 7
  • FINRA Series 66

Roles & Responsibilities

  • Manage financial planning process
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Douglas Morningstar

Douglas Morningstar

Paraplanner

Personal Intro

Doug is from Huntingdon, PA. He attended Pensacola Christian College, graduating in 2022. He and his wife, Alanna moved to the Chattanooga area after graduating college and Doug began working with us June, 2022.

Qualifications

  • Bachelors degree in Finance
  • Minor in Accounting

Roles & Responsibilities

  • Manage financial planning process
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