Our People

Business Financial Group launched in January 1998 in San Antonio, Texas. The firm has more than two dozen employees in 5 areas of service to assist executives, business owners and individual clients in 16 states. We hold the highest industry designations. Our aim is to help clients develop financial travel plans and steer a course to grow strong, profitable businesses, fulfill personal dreams, care for employees, and live a life filled with hope and significance.

To that end, our owners and associates rely on their more than 250 years of combined experience in the successful operation of businesses. Our consultants hold some of the highest certifications. Our experiences and ongoing, extensive training, have helped make us sensitive to the ever-present, but sometimes hidden, realities which exist in our clients' lives and businesses. This insight helps us effectively interpret the needs and objectives of our clients, analyze the potential solutions in the marketplace and thereby make appropriate recommendations.


 

 Our Consultants

 Kim J. Moore*
CFP®, ChFC, CLU

Lynn Weirich*
AIFA®,RHU,CLU,ChFC

David Bird
PHR

Kim Nourie*
CFP®, CPA

Mary Jo Haselhorst*
AIF®, RPA
Scott Portlock*
CFP®
     
     

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.