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Process. Team. Philosophy.

Our Process

A sound financial plan begins with a conversation — one that goes beyond statements and numbers to understand who you are and what truly matters to you.

At Talarico and Associates, our process begins with listening. We take time to understand your goals, values, and unique financial situation. Together, we’ll establish expectations and determine if our partnership is the right fit for your needs.

Once we’ve built a foundation of understanding, we create a personalized plan designed to bring clarity and structure to your finances. This may include investment strategies, retirement income planning, risk management, insurance solutions, and estate or legacy strategies. Every plan is tailored to align with your values, timeline, and comfort level.

From there, we move forward with implementation — a guided, step-by-step approach that keeps you informed and confident. As your life and priorities evolve, we proactively review and adjust your plan, ensuring it continues to reflect your goals and the principles that guide your decisions.

This process isn’t a one-time transaction — it’s a long-term partnership focused on helping you grow, protect, and live generously with what you’ve been entrusted.

Our Team

Guided by Purpose. Grounded in Integrity.
Jeff Talarico

Jeff Talarico CRPC® , CKA®

Financial Advisor
Email Me | 830.315.6533

Spending life with his wife Caryn is at the top of Jeff’s priority list. Together since college, they’ve built a life centered on faith, family, and community. Their two daughters, Caitlyn and Rebekah, both graduates of Texas Tech University, have followed in their parents’ footsteps of serving others. Jeff and Caryn are also proud grandparents to their granddaughter, Mary Harper — who, by all accounts, has Jeff wrapped around her finger.

Jeff has been active in the Kerrville community for years, serving on numerous nonprofit boards, performing with local community theater, and co-launching a church with his wife in 2021. He enjoys golf, senior league softball, and spending time with family and friends.

Professionally, Jeff’s passion is helping clients discover their true financial purpose — understanding that money is a tool to achieve meaning, not merely a measure of success. He believes stewardship and strategy belong together, and he finds fulfillment in helping clients bring clarity and confidence to their financial journey.

Courtney Compton

Courtney Compton

Client Service Manager
Email Me | 830.315.6533

Courtney is proud to be a Kerrville native and graduate of Tivy High School. After leaving for college, she always knew she wanted to return home — and in 2003, that dream became a reality. Shortly after moving back, she reconnected with her high school friend, Brian, who later became her husband. Together, they have one son, Cooper, who keeps them busy with baseball, stock shows, and school and church activities. Courtney is grateful to raise her family in such a caring and supportive community.

Deeply rooted in Kerrville, Courtney believes in giving back to the place that shaped her. She currently serves on the Executive Board of Kerrville First United Methodist Church, the Kerr County Stock Show Board, and the Kerrville Public School Foundation, and is also an active member of the Hal Peterson Middle School PTO. She holds a Bachelor of Science degree in Business Management.

As Client Service Manager, Courtney is passionate about creating meaningful client experiences built on trust, care, and attention to detail. She views every client relationship as both a partnership and a friendship, taking pride in understanding each person’s unique goals and priorities. Her goal is to make every interaction seamless and personal, ensuring clients feel supported and confident in their financial journey.

Karin Tackett

Karin Tackett

Receptionist
Email Me | 830-315-6533

Karin Tackett joined Talarico and Associates in 2019 and plays a vital role in ensuring the office operates smoothly and efficiently. She brings exceptional organization, attention to detail, and a friendly, welcoming presence that helps clients feel at ease from the moment they walk through the door.

Originally from Gilmer, Texas, Karin and her husband, Mike, have called Kerrville home since 2014. Married since 1991, they enjoy spending time with family, celebrating milestones like welcoming their first grandchild, and cheering on their son, Kamden, as he competes in college track and field. Their two adult daughters, Kaitlyn and Kenley, are each pursuing successful careers of their own.

Outside the office, Karin values time with family and friends and appreciates the close-knit community that makes Kerrville such a special place to call home. Her warmth, professionalism, and care for others reflect the heart of Talarico and Associates, serving each client with integrity and kindness.

Our Philosophy

We believe that wise financial planning begins with understanding who you are — your goals, your values, and what you want your resources to accomplish. Our mission is to help clients discover their true financial purpose by aligning their financial lives with principles of stewardship, integrity, and intentional living.

Every client is unique. We take time to understand your story so we can tailor a plan that fits your needs today and grows with you into the future. From first-time investors to those preparing for retirement, our commitment is the same: to educate, empower, and equip you to make decisions that bring peace of mind and lasting impact.

In a world often focused only on returns and short-term results, we remain dedicated to the bigger picture — helping you pursue financial confidence, clarity, and contentment while staying true to what matters most.