FINANCIAL LIFE ADVISORS - Key Persons
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.
Job Titles:
- Board Member and past President
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!
Kevin joined Financial Life Advisors in 2018 and specializes in personal financial planning and wealth management. Kevin is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Retirement Planning Counselor (CRPC®), Certified Trust and Financial Advisor (CTFA), and Texas Life, Accident, and Health Insurance license. Kevin has over 15 years of experience in financial services with U.S. Bank Private Client Group, USAA Financial Planning & Wealth Management, and Broadway Bank Wealth Management & Trust. Kevin also proudly served for 5 years in the United States Navy. Kevin is passionate about helping individuals and families achieve financial life goals, and he is actively involved within the local community.
Kevin is a passionate financial planner and holds a master's degree in Personal Financial Planning from the College for Financial Planning. Outside of work he enjoys spending quality time with his family, friends, church, mini schnauzer, traveling, fishing, and the beach. He has enjoyed the opportunity to visit 10 different countries, and is tremendously thankful to reside in the Lone Star State.
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.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
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.
Kirk has always had a passion for investments and wealth management. At 27 years of age, he became one of the youngest branch managers for Dean Witter Reynolds. After 16 years of working for Wall Street firms, he recognized the need for deeper relationship with clients with a focus on financial planning that was delivered with objective, independent advice. With this goal in mind, he founded Cross Financial Services in 1993 with a clear mission: make a difference in people's lives.
Kim is a native San Antonian but temporarily ventured out of the area for college at Baylor University in Waco, TX and career opportunities in Dallas, Chicago, and Los Angeles. She is an avid Chicago Cubs fan along with being a big fan of the Spurs. She enjoys cooking, reading and traveling (Africa, Greece, and Israel being amongst her favorite international destinations). Her dog, Izzy, keeps her company at home and longs for ‘Mom' to take her on outings.
Kirk has spent decades investing in the San Antonio community through numerous civic leadership roles. He served for as a Councilman then and 4 terms as Mayor of Hill Country Village (a suburban city of San Antonio), for many years in the Bexar County Sheriff's Department attaining the rank of Sergeant., as a member of the Bexar Met Integration Advisory Committee of the San Antonio Water System, and as the Chair on the Financial Planners Association's National Committee on Tax and Retirement. He is currently the Chairman of the Board of Trustees of the Housing Authority of Bexar County. Kirk attended Texas Military Institute and Texas A&M University and holds a Master Peace Officer's License. He is the proud father of two grown sons and a proud grandfather.
After spending his early years growing up in the Kansas City area, Nate became a Kansas City Chiefs football and Kansas Jayhawk basketball fan. Moving to Texas over 30 years ago, he now calls Texas home and could not imagine living anywhere else.
Nate is an active community volunteer, currently serving on the Board of Directors of RISE Therapeutic Equestrian Center.
Outside of work he enjoys spending as much time as he can with his family and their dogs. He and his wife also enjoy exploring new traveling destinations and being a foodie on weekends.
Job Titles:
- 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.
Job Titles:
- OFFICE MANAGER
- Office Manager With
- Office Manager With Financial
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.