WHO WE ARE
KIRK W. FRANCIS, CFP®
CEO, CCO & PARTNER
Kirk Francis is a CERTIFIED FINANCIAL PLANNER™ Professional, was the founder of Cross Financial Services, an independent financial planning and wealth management firm serving individuals and businesses from San Antonio, Texas. With over 39 years of experience in the financial services industry, he now serves as CEO and Chief Compliance Officer for Financial Life Advisors.
Ben Gurwitz, CFP®
SENIOR WEALTH MANAGER, COO & PARTNER
Ben joined Financial Life Advisors in 2008 and oversees the wealth management and financial planning for the whole firm. Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner, Texas Life and Health Insurance Counselor and Risk Manager with 15 years of experience in the financial services industry. Ben’s passion is to “Help families coordinate and maximize their financial resources to achieve their goals.”
KIM NOURIE, CFP®, CPA
PERSONAL FINANCIAL PLANNING & WEALTH MANAGEMENT
Kim Nourie has over 18 years of experience in the financial services industry along with a breadth of experience in corporate America including Arthur Andersen, American Airlines, and CBRE. Kim is passionate about helping individuals and families make thoughtful decisions to achieve their financial goals.
MARY JO HASELHORST, AIF®
RETIREMENT PLAN CONSULTANT
Mary Jo Haselhorst is a Retirement Plan Consultant for Financial Life Advisors. She has worked in the group retirement plan industry since 2007. Mary Jo holds an Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Excellence – the leader in fiduciary training – providing guidance to employers on best practices of their fiduciary responsibilities in managing their corporate retirement plan.
Mary Jo’s responsibilities include managing client and plan participant relationships through investment and governance meetings with the employer; education sessions with employees; as well as, facilitating retirement plan providers with the primary goal of acting in the best interest of all plan participants.
BRUCE MURCHISON, MBA
BUSINESS VALUE ADVISOR
Bruce Murchison, MBA has an extensive background in Business Planning, Process Improvement, Executive Coaching, Technology, and Sales with over forty years as a consultant, professional firm COO, and technology company owner/principal. Bruce associated with Financial Life Advisors in 2017 to coach our business owner clients to solve growth and profitability challenges and build company value, especially those preparing for exit or succession events.
Rosa Ybarra is the office manager with Financial Life Advisors, an independent financial planning and wealth management firm serving individuals and businesses in San Antonio, Texas. Rosa acts as the air traffic controller at Financial Life Advisors, helping clients get the information they need and answering their questions. It’s her goal to provide exceptional and dependable client service with a smile.
CLIENT EXPERIENCE OFFICER
Nate joined Financial Life Advisors in 2020 as the Client Experience Officer after spending nearly 18 years in the investment management industry. During that time, he gained the experience and knowledge to impact client lives by working with clients on financial planning matters including investments; overseeing operations and technology; and serving as Chief Compliance Officer.
Jessie joined the Financial Life Advisors team in 2020 as the Culture Officer. Her background includes over 15 years of leadership and management experience in healthcare, education, and technology. She has a passion for developing culture, and leading teams, and growing businesses that exceed expectations. Jessie is excited to be a part of a knowledgeable team providing exceptional personalized experiences that will help our clients focus on what matters most!