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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
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
Creating Richer Lives Podcast
Hosted by Karl Eggerss
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.
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