Advisors at this firm
James D
Series 63, Series 66
Boerne, TX
Hill Country Group
James Davis is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at Calton & Associates, Inc., Westpark Wealth Advisors, Inc., and IMS Securities, Inc. Outside of financial advising, he serves as a director on the board of StillWater Christian Ministries and owns a conflict resolution training business for corporate and educational clients. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory and long-term strategies, offering discretionary and non-discretionary asset management, retirement plan consulting, and ongoing financial planning.
Terry L
Series 65
Boerne, TX
Hill Country Group
Terry Langston is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with Hill Country Group, where he has worked since 2021. Prior to that, he held positions at Covenant Multifamily Offices, Eggerss Capital Management, and SIPCO. Outside of finance, Langston is the owner and designer of Comfort Pizza LLC, a restaurant in Boerne, TX, and serves as Director of National Accounts for Tifco, a distributor of MRO supplies. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to tailor portfolios according to client Investment Policy Statements and conducts at least semi-annual reviews.
Abraham W
Series 65
Boerne, TX
Hill Country Group
Abraham Williams is a financial advisor at Hill Country Group in Boerne, TX, holding a Series 65 designation. He has professional experience with several firms, including Oak Hill Advisors, Varagon Capital Partners, and BNY, spanning from 2015 through the present. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory and long-term strategies, tailoring portfolios to client Investment Policy Statements and conducting at least semi-annual reviews.
Gregory R
Series 63, Series 65
Boerne, TX
Hill Country Group
Gregory Rickert is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Westpark Wealth Advisors, Inc., and Ims Securities, Inc. Outside of his advisory work, he is a CPA who owns a tax preparation business and serves as a director for companies involved in oil and gas well reworking and in selling water valves and air purifiers. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other entities. The firm employs a blend of fundamental and technical analysis with modern portfolio theory and long-term strategies, offering both discretionary and non-discretionary asset management along with retirement plan consulting and comprehensive planning that includes insurance services.
J Taylor D
Series 63, Series 65
Boerne, TX
Hill Country Group
J Taylor Davis is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Resolution Resource Group, M.S. Howells & Co, Calton & Associates, and Axa Advisors. Outside of advisory work, he is an owner and partner in insurance-related businesses providing health and life insurance solutions. Hill Country Group offers investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to tailor portfolios and provides both discretionary and non-discretionary asset management along with retirement plan consulting and financial planning.