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.



Our advisors

Kyle Luthy

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Kyle Luthy Visit Kyle Luthy's website

Damon Riggs

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Damon Riggs Visit Damon Riggs's website

Jody B Riggs

CFP®, CPA, RICP®, CKA®, APMA

Private Wealth Advisor

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

John Mark Griggs

CFP®, CRPC, APMA

Financial Advisor

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

Luane D Culpepper

CFP®, CKA®

Financial Advisor

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

Samuel Montgomery

CFP®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Samuel Montgomery Visit Samuel Montgomery's website


Our team

Tabithia 'Caysee' Brown

Tabithia 'Caysee' Brown

Operations Manager

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

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,

Marketing Manager

Qualifications

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

Roles & Responsibilities

  • Receptionist
  • Manage advisor's calendar - Schedule appointments
  • Manages the Estate Settlement process
  • Supports team with any client based communication
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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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David B, Williams

David B, Williams

Paraplanner

Qualifications

  • Bachelors degree in Finance
  • FINRA Series 7
  • FINRA Series 66

Roles & Responsibilities

  • 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

  • Manage financial planning process
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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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Trudy Ingram

Trudy Ingram

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • MBA from Middle Tennessee State University
  • 10+ years experience in financial services industry

  • FINRA Series 66

  • FINRA Series 7

Roles & Responsibilities

  • Manage financial planning process
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Peter Barbato

Peter Barbato

Client Relationship Manager

Qualifications

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

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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