Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving

Community participation

Jody B. Riggs, Board Member, First Things First

Damon R. Riggs, Chairman of the Board of Directors, First Things First

Coleen Wright, Board Member, FACES: The National Craniofacial Association

John Mark Griggs, Treasurer, Chattanooga Sports Ministries

Volunteers, Chattanooga Food Bank

Volunteers, Habitat for Humanity

Supporters, The Salvation Army