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    Our Firm

    We’re committed to providing a comprehensive financial planning process that involves generating income and growing assets.  When you work with WG Financial Group, you will receive:

    Welcome to the family!

    Together, Cris and Jen founded WG Financial Group. This husband and wife team works to create retirement income strategies for individuals in or nearing retirement. Together, they aim to always offer the finest guidance and assistance in navigating today’s often challenging financial environment.
    They reside in Nolensville with their twin sons and daughter, where they are also active in the community and their local church.

    Meet Cris Wallace, ChFC®

    As the owner and president of WG Financial Group, Cris Wallace is a Chartered Financial Consultant® who has a passion for serving others and helping his clients realize their financial goals.

    Since 2005, Cris has helped families and individuals create financial strategies for the days ahead. He places a heavy emphasis on holistic financial and retirement planning and uses some of the best industry-leading software to help guide clients to and through retirement. According to Cris, an IRA or 401(k) statement is not a financial plan — a true holistic financial and retirement plan covers more than just investments.

    Prior to entering the financial planning industry, Cris spent 18 years in manufacturing, including six years as a plant manager in the automotive and consumer plastics industry. That experience enables him to relate to many hardworking families. What’s more, Cris is very driven and goal-oriented, and is always striving to reduce cost and enhance the lives of others. And he’s not afraid of hard work. 

    In May 2015, Cris received his certificate in financial planning from Louisiana State University, and in 2016, he successfully passed the required courses to become a Chartered Financial Consultant®. Cris holds life insurance licenses in Tennessee, Alabama, Georgia, North Carolina, Virginia, Kentucky and Colorado. Cris also is a Candidate for CFP® Certification and is enrolled at Middle Tennessee State University.

    As an Investment Adviser Representative and Chartered Financial Consultant®, Cris holds a fiduciary status, which means he is legally bound to act in the best interest of his clients. Cris enjoys assisting clients with legacy planning and helping them use tax-efficient strategies. In addition, Cris and his team work in concert with attorneys and CPAs to help clients prepare for retirement with confidence.

    Meet Jen Wallace

    Jen Wallace is the office manager and event planning coordinator for WG Financial Group. She is a servant leader and enjoys building relationships with the community, as well as planning and hosting events. Her creativity and passion for connecting people are what make her valuable at WG Financial.

    Jen’s background is in human resources management, and she spent several years as a human resources manager in the automotive manufacturing industry. She has a degree in business administration from Cedarville University.

    An active mom, she is also involved with her local church.

    Access Our
    Retirement Kit

    Enter your information below to request this kit including three separate guides that address several retirement topics.

  • Who We Are / Our Focus
    Meet Cris Wallace
    As a company, the WG Financial Group ideology and inspiration is clearly articulated by a passage found in Proverbs 22:1, “A good name is more desirable than great riches; to be esteemed is better than silver or gold.”
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    Financial Services
    We are a full service financial services firm that believes in creating and fostering lasting personal relationships with our clients. Our team has a genuine passion for helping people secure their financial future.
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    Privacy Policy | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.