Stories are dynamic. The story of LifeBridge and how our firm evolved into what it is today is no different. What began as two individual firms is now a singular collaborative financial services experience in both Waco and Houston.
Jim Morrison, of the legacy Jim Morrison Financial Services firm, and Managing Director Michael Rudelson, of the legacy LifeBridge Financial Group, formed a partnership to put into action the very same principals of planning and protection each firm promotes for individual financial well-being.
The merged firm launched in 2021 while the story for each legacy firm goes back decades. Jim Morrison founded Jim Morrison Financial Services, Inc. in 1981 as an Independent Life Insurance agency. As his business expanded, he discovered a need for advice beyond insurance and he became a financial advisor.
Similarly, LifeBridge has been a multigenerational team since 2016 committed to helping families reach and thrive in retirement. The story of LifeBridge goes back to 1989 when Michael founded Michael G Rudelson & Co, and later merged with LifeBridge in 2016. When the opportunity to combine firms presented itself in late 2020 through Bluespring Wealth Partners, the teams realized this was the answer to continue to provide the highest levels of service to clients while ensuring continuity for the business to service future generations.
Aligned in both their dedication to superior service and approach to investment strategies, today the collective team remains committed to putting the needs of clients first.
If you’re looking to connect the present with the future, we invite you to connect with our team at LifeBridge Financial Group.