Our advisors

Our team

Samuel Montgomery

Samuel Montgomery

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • Insurance licensed in Tennessee

Roles & Responsibilities

  • Manage the financial planning process
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Nicholas Dale

Nicholas Dale

Paraplanner

Qualifications

  • 4 years in the Financial Services industry
  • FINRA Series 7, 63 & 65
  • Licensed in Life, Variable, Health & Property Insurance

Roles & Responsibilities

  • Manage the financial planning process
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Tabithia "Caysee" Brown

Tabithia "Caysee" Brown

Client Relationship Manager

Qualifications

  • FINRA Series 7
  • 5 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 25 years client service experience

Roles & Responsibilities

  • Receptionist
  • Manage advisor's calendar - Schedule appointments
  • Supports team with any client based communication
  • Marketing Manager since 2010
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