Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Riggs & Associates
Team photo for Riggs & Associates

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Our advisors

Advisor photo for Jody B Riggs

Jody B Riggs

CFP®, CPA, RICP®, CKA®, APMA®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jody B Riggs Visit Jody B Riggs's website
Advisor photo for Damon Riggs

Damon Riggs

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Damon Riggs Visit Damon Riggs's website
Advisor photo for Kyle Luthy

Kyle Luthy

CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Kyle Luthy Visit Kyle Luthy's website
Advisor photo for John Mark Griggs

John Mark Griggs

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about John Mark Griggs Visit John Mark Griggs's website
Advisor photo for Samuel Montgomery

Samuel Montgomery

CFP®, CKA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Samuel Montgomery Visit Samuel Montgomery's website
Advisor photo for Luane D Culpepper

Luane D Culpepper

CFP®, CKA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Luane D Culpepper Visit Luane D Culpepper's website
Advisor photo for Trudy Ingram

Trudy Ingram

MBA, CFP®

Associate Financial Advisor

Learn more about Trudy Ingram Visit Trudy Ingram's website


Our team

Caysee Brown, CRPC™

Caysee Brown, CRPC™

Operations Manager,

Chartered Retirement Planning Counselor™

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
  • Chartered Retirement Planning Counselor

Roles & Responsibilities

  • Responsible for preparing for client review sessions
  • Supports advisors with client phone inquiries
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Robin L Jones

Robin L Jones

Client Service Manager

Personal Intro

Robin joined Riggs & Associates in 2025. She graduated with a bachelor's degree in marketing from the University of Tennessee. Her professional background includes many successes for Fortune 500 companies through her various roles in Communications, Marketing and Finance. Now, her client experience role elevates our level of client services, strategies and solutions in alignment with our clients' needs, values and goals.

Qualifications

  • Bachelor degree, University of Tennessee

Roles & Responsibilities

  • Robin's roles and responsibilities include proactive client service, client advocacy, and cover effectively managing client relationships through the delivery of high-quality client service.
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Stephanie Scoggins

Stephanie Scoggins

Client Relationship Manager

Qualifications

  • 11+ years experience in the financial industry

Roles & Responsibilities

  • Assist with client transactions and requests
  • Responsible for submission of forms and processing of transactional documents
  • Manages client records and data
  • Assists advisors with meeting preparation and reports
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Peter Barbato

Peter Barbato

Paraplanner

Qualifications

  • Bachelor's degree in Business with Finance Concentration from Geneva College

Roles & Responsibilities

  • Assists advisors with meeting preparation and reports
  • 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

  • Assists advisors with meeting preparation and reports
  • 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

  • Assists advisors with meeting preparation and reports
  • Manage financial planning process
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