Broker Check

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...

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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...

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Kim Wolff


Kim Wolff has been with Kercheville since 1997 and has grown to become an immensely valuable part of our team. She regularly assists clients and our portfolio managers with daily operations and accounting functions. Outside of the...
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<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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<p>Bi-Weekly Payments</p>

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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<p>How Women Can Prepare For Retirement</p>

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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