Pinnaclereach Wealth Advisors

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all you’ve achieved.


Advisors

R Jeffrey Judah

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit R Jeffrey Judah's website

David Covington

AAMS, APMA

Associate Financial Advisor

Investment Manager
Visit David Covington's website

David Riggs

MS, CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Riggs's website

David Hergert

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Hergert's website


Team

Donna Gonzalez

Donna Gonzalez

Client Service Coordinator,

Investment Specialist
Lynn Hernandez

Lynn Hernandez

Client Service Coordinator

Cathy Jones

Cathy Jones

Client Service Coordinator

Cynthia Borda

Cynthia Borda

Administrative Assistant

Roles & Responsibilities

  • Works directly with David Hergert in support of the Clear Lake Office.
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Trisha Phillips-Jack

Trisha Phillips-Jack

Client Service Manager,

Financial Planning Specialist