Karl J. Eggerss
President & CEO
Karl J. Eggerss first became aware of the stock market when his father purchased a few shares of Church’s Fried Chicken stock for him in the mid 1970’s. The stock was also purchased for his 2 siblings, who eventually sold their stock and took the cash. At the age of 14, Karl sold his stock as well, but decided to take his proceeds and reinvest. He had a passion for baseball cards at the time, and decided to purchase shares of Topps, a leading baseball card distributor. Over the next few years, Karl doubled his money and he was hooked.
Always fascinated with numbers, he earned his BBA in Finance from Southwest Texas State University in 1995, with a specialization in Financial Planning. Upon graduation in 1995, he immediately went to work for Fidelity Investments in Dallas, Texas as a mutual fund trader. In just a few months, Karl’s job expanded to cover all 50 states and he was awarded duties of helping out the sales team at Fidelity.
His opportunity to meet with clients on an individual basis came in 1996, when he became a financial advisor for a growing money management firm in San Antonio, Texas. During his 14 years of dedication to the firm, assets under management grew tenfold and Karl eventually served as the Chief Trader, in charge of trading millions every day.
This position landed him his own syndicated daily radio show airing in Houston, Dallas, San Antonio, Colorado Springs, & Denver. With the growing popularity of the program, Karl was invited by various financial news networks for his commentary on the markets as well. Some of the networks on which he has appeared include CNBC, CNBC Asia, Bloomberg, Fox Business, & Reuters. Karl enjoys offering public discourse on the state of the economy and the financial markets whenever possible.
In 2010, Karl established Eggerss Capital Management, his own registered investment advisory firm dedicated to providing clients with superior financial counsel in the changing economy. His market insight and cutting edge strategies help fulfill the mission of Eggerss Capital to help clients in the face of a rapidly changing market.
Other major successes in Karl’s life include his family. He met his wife Amy in college and they were married in 1997. With their 2 children, Anson and Avery, Karl and Amy Eggerss currently reside in Fair Oaks Ranch, Texas.
Casey A. Keller, CFA
Casey earned his Economics degree from the University of Texas at Austin in 2002 and brings over 15 years of experience in the wealth management industry to Eggerss Capital Management. He has managed portfolios for clients all over Texas and most recently served as Vice President of Wealth Management at Broadway Bank in San Antonio. Casey earned the prestigious CFA (Chartered Financial Analyst) designation in 2008 and currently serves on the Board of Directors for the CFA Society of San Antonio. Casey currently resides in Boerne, Texas with his wife and two children.
Shawn T.H. Morris, CFP®
Shawn is a graduate of The University of Texas at San Antonio where he earned his degree in Business Management and went on to spend most of his 19 year career with Charles Schwab & Co. As Vice President and Financial Consultant, Shawn managed approximately $90,000,000 of client assets. Shawn Morris is a Certified Financial Planner™ PRACTITIONER. At Eggerss Capital Management, Shawn oversees client portfolios and specializes in financial planning. His passion and expertise is helping clients in all aspects of financial planning and their overall wealth management. Shawn resides in Fair Oaks Ranch, Texas with Cheryl, his wife of 18 years and their 4 children.
Terry L. Langston is an investment advisor with 27+ years of client management experience across multiple fields. He holds a Series 65 license and used his expertise to help double the growth of his previous firm. His prior accomplishments also include acquisition and retention of Fortune 500 clients in multi-national locations as well as large contract negotiations in the field of third party logistics. Terry’s specializations include high net worth individuals as well as institutional services such as corporate retirement plans. Terry and his wife, Sandy reside in Boerne, Texas and they have 3 adult children.