2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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Boerne, TX
114 East Highland Drive
Boerne,
TX
78006
Phone: 210.526.0057
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Boerne-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.
Karl J. Eggerss
Principal,
Financial Advisor
Casey Keller, CFA
Senior Vice President,
Financial Advisor
Shawn T.H. Morris, CFP®, AAMS®
Vice President,
Financial Advisor
Britni Mosher
Associate,
Relationship Manager
CAPTRUST for Individuals
Creating Richer Lives Podcast
Hosted by Karl J. Eggerss, Principal, Financial Advisor
Welcome to Creating Richer Lives, where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
News & Resources
Announcements
Wealth Management
2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Retirement Plans
2 months ago
Leveling the Retirement Savings Playing Field
As the U.S. population becomes more diverse, providing benefits that...
Resources
3 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
