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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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Building Your Legacy

A four-step framework for building a personal legacy.
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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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