Riggs & Associates

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

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

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Advisors

Jody B Riggs

CFP®, CPA, RICP®, CKA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jody B Riggs's website

Damon Riggs

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Damon Riggs's website

Kyle Luthy

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Kyle Luthy's website

John Mark Griggs

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Mark Griggs's website

Samuel Montgomery

CFP®, CKA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Samuel Montgomery's website

Luane D Culpepper

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Luane D Culpepper's website

Trudy Ingram

MBA, CFP®

Associate Financial Advisor

Visit Trudy Ingram's website


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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Coleen Williams

Coleen Williams

Client Concierge

Qualifications

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

Roles & Responsibilities

  • Receptionist
  • Manage advisor's calendar - Schedule appointments
  • Supports team with any client based communication
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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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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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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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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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Teresa Manning

Teresa Manning

Client Service Specialist

Qualifications

  • 30+ years experience in the financial industry

Roles & Responsibilities

  • Assist with managing advisor appointments
  • Responsible for client inquiries and resolutions
  • Client support for Ameriprise website and mobile app
  • Supports team members with daily business activities including data requests, updates, reports and other advisor needs
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