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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.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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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.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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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 with one year of industry experience. His prior roles include positions at BNY, Varagon Capital Partners, and Oak Hill Advisors. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and business entities, employing a mix of fundamental and technical analysis along with modern portfolio theory to tailor long-term strategies aligned with client investment policies.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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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.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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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 credentials and bringing 10 years of industry experience. He has worked at several firms including Resolution Resource Group, M.S. Howells & Co, and Calton & Associates, Inc. In addition to his advisory work, he is a partner at RPB Independent Insurance, where he assists clients with health and life insurance solutions. Hill Country Group provides 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 along with modern portfolio theory to tailor portfolios to client investment policies, offering both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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