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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 financial advisor with Hill Country Group in Boerne, TX, holding a Series 65 designation and 14 years of industry experience. Prior to joining Hill Country Group in 2021, he worked at Covenant Multifamily Offices and Eggerss Capital Management. Outside of his advisory role, he is the owner and designer of Comfort Pizza LLC, a restaurant business, and serves as Director of National Accounts for Tifco, a distributor of maintenance, repair, and operations 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 along with modern portfolio theory to tailor portfolios to client investment policies, offering both discretionary and non-discretionary management.
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 having nine years of industry experience. His work history includes roles at Resolution Resource Group, M.S. Howells & CO, Calton & Associates, Westpark Wealth Advisors, and Axa Advisors. Outside of his advisory work, he is involved in a health and life insurance business providing insurance solutions to clients. Hill Country Group offers investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm applies fundamental and technical analysis alongside modern portfolio theory, tailoring portfolios to client Investment Policy Statements and providing both discretionary and non-discretionary asset management.
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