Financial Life Advisors

Michael Lampe is a financial advisor at Financial Life Advisors in San Antonio, TX, holding a Series 65 designation with over 20 years of industry experience, including a long tenure at AllianceBernstein. He joined Financial Life Advisors in 2025 as part of the firm’s seven-advisor team. Financial Life Advisors offers comprehensive financial planning, consulting, and investment management services to individuals, high-net-worth clients, and institutional entities. The firm employs a variety of analysis techniques and investment strategies tailored to each client’s financial plan, managing approximately $366 million in assets across about 207 clients.

Nathaniel Morris is a financial advisor with Financial Life Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Cetera Advisor Networks, Christian Investment Advisors, and Girard Securities. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm provides comprehensive financial planning, consulting, and investment management for individuals, high-net-worth clients, and institutional entities through discretionary portfolio management that incorporates fundamental, technical, and cyclical analysis.

Joshua Hussong is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Financial Life Advisors, where he has been since 2024, and previously spent 11 years at Charles Schwab Bank and Charles Schwab. Financial Life Advisors is a seven-advisor team that provides comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers discretionary management with options for client-imposed restrictions.

Kirk Francis is a Certified Financial Planner® with 48 years of industry experience, currently serving at Financial Life Advisors in San Antonio, TX. He has a diverse background that includes leadership roles with the Housing Authority of Bexar County and the City of Hill Country Village, where he serves as chairman and participates in governance and zoning commission activities. His prior financial services experience includes positions with United Planners' Financial Services of America and Cross Insurance (International) Group. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm provides comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities, using a range of analytical strategies tailored to client financial plans.

Kimberly Nourie is a Certified Financial Planner® with 26 years of industry experience. She has been with Financial Life Advisors since 2017 and previously worked at Business Financial Group and Commonwealth Financial Network. Her background also includes over a decade with Shaklee. Financial Life Advisors is a seven-advisor team that provides comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm manages approximately $366 million in client assets using a range of strategies informed by fundamental, technical, and cyclical analysis.

Benjamin Gurwitz is a CFP® certificant with 17 years of industry experience, currently serving at Financial Life Advisors LLC since 2008. He holds the Series 63 designation and is based in San Antonio, TX. Gurwitz is the Investment Committee Chair and a board member of the Jewish Federation of San Antonio, overseeing its endowment fund management. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets, providing comprehensive financial planning and investment management to individuals, high-net-worth clients, and institutional entities. The firm employs a range of analytical strategies and serves clients primarily on a discretionary basis, offering customized portfolio solutions aligned with each client’s financial plan.

Scott Leavitt is a CFP® with four years of industry experience, currently serving as a financial advisor at Financial Life Advisors in San Antonio, TX. He previously worked at Arrow Wealth Advisors and has experience at Brigham Young University and the Church of Jesus Christ of Latter-day Saints. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets, providing comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm employs a range of analytical strategies and serves clients primarily on a discretionary basis.