About Our Team

David T. Richburg, CFP^®, Senior Vice President, Investments

I have been advising clients on investments for over 26 years. Based on my strong desire to provide a holistic approach, in 2022 I became a CERTIFIED FINANCIAL PLANNER^TM practitioner. Financial professionals with the CFP^® designation are fiduciaries and have met rigorous professional standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients¹.

Before joining B. Riley Wealth, I was associated with Edward Jones as a financial advisor for more than 11 years. I started my financial services career in 1998. I am an alumnus of Texas A&M University with a bachelor's degree in management. 

 
Rhonda Zimmerman, Client Service Associate

A native of the West Houston area and a longtime resident of Katy, Rhonda has over 20 years of financial services industry experience. Her many talents include working directly with clients to ensure that their accounts are structured appropriately and aligned with their goals. She has a passion for serving our clients, understanding their goals, and anticipating their needs. 

1 - https://www.cfp.net/get-certified/certification-process 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.