Meet Our Team
Our team of independent advisors are dedicated to helping you navigate the intersection of life and money.
We utilize a collaborative, research-driven approach to wealth management, adding a broader perspective and deeper knowledge to all that we do.
Joe Kercheville
President, CEO
Joe Kercheville is a proud direct descendant of two Texas immigrants who participated in securing Texas independence. Colonel Jesse L. McCrocklin took part in the Siege of Bexar in 1835 and the Battle of San Jacinto in 1836. Further,...
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Jeff Dabbs, CFA
Chief Compliance Officer
Jeff Dabbs began his career in investments in Fort Worth, TX as a financial analyst for Q Investments, LP. In 1996, Mr. Dabbs moved to San Antonio and joined the team at Kercheville & Company as a senior equity analyst. From 1998 thro...
Josh Kercheville, CFP®
Josh Kercheville, a sixth-generation Texan and a native of the Texas Hill Country, began his career in the investment business in early 2008, serving as the firm's Trader and Ops Manager. Today, Josh is a portfolio manager, Certified...
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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