Meet the Professionals Who Can Help You Pursue Your Goal
Meet the Team
WG Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Cris Wallace, CFP®, ChFC®
Owner, President, and Financial Advisor
Rocket City Retirement Guy™
Cris Wallace is a graduate of Middle Tennessee State University and is a CERTIFIED FINANCIAL PLANNER® practitioner. In addition to his passion for helping others realize their retirement goals, Cris is a student of the game and is equally as passionate about his education, as he also is registered as a Chartered Financial Consultant.
Since 2005, Cris has helped families and individuals create financial strategies for the days ahead. Cris became an IAR in 2011. He places a heavy emphasis on comprehensive financial and retirement planning. According to Cris, an IRA or 401(k) statement is not a financial plan — a true comprehensive 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 he is always striving to reduce costs and enhance the lives of others, while assisting clients with legacy planning and helping them use tax-efficient strategies.
Lastly, Cris is a family man. As a married father of three beautiful children, Cris enjoys spending time away from work doing fun things with his family – camping, kayaking, beach trips and bike rides with his wife, Jen. For his personal time, he enjoys reading about the industry, lifting weights and playing basketball. Both Cris and Jen enjoy spending time with their small group, helping out at their local church and supporting missions such as Food for the Hungry, CRU, Way-FM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
Jess Bost
Executive Assistant
Bio Coming Soon!
Whitney Smith, CFP®
Financial Advisor
Whitney Smith is a Certified Financial Planner with a passion for helping clients achieve their financial goals. With 10 years of experience in the industry, she combines experience with a personalized planning approach to assist clients and their families in navigating their financial journeys.
Outside of her professional life, Whitney is a loving spouse and proud mom of two! She cherishes her moments with her family, whether it’s enjoying a night in, exploring new travel destinations, or indulging in her favorite pastime – baking delicious treats to bring everyone together! A strong community advocate, Whitney actively volunteers at her local church, where she lends her time and talents to support outreach initiatives.
Whether cheering for her favorite teams, or spending quality time with friends and family, she believes in the importance of balance, joy, and connection in life. Whitney is committed to fostering a bright financial future for clients through her passion for planning, and through cultivating meaningful relationships.
Graham Bauer, CFP®
Financial Advisor
Graham Bauer is a Financial Advisor who can offer investment and insurance products and services as he has passed his Series 65 securities exam and obtained his life and health insurance licenses.
A Tennessee native and graduate of Middle Tennessee State University, Graham has always had an interest in business. He comes from a self-employed family, which he assisted over the years, and during high school he did everything from running his own mobile music school to refinishing furniture and selling records.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Christian Wallace
Financial Advisor
Retirement is an exciting time – and Christian is on a mission to help his clients make the most of it. He has a passion for the entire retirement planning process, from the first meeting and creating a plan to implementing strategies and adjusting them as life changes. Above all, he wants to make sure his clients can retire worry-free and experience joy in their later years.
Christian holds his life and health insurance licenses and has passed the Series 65 securities exam. As an advisor, he also draws on the skills he gained through his studies at the University of Tennessee at Chattanooga, where he pursued a bachelor’s in communications and a minor in business.
Christian credits his dad, Cris, and mom, Jen, with helping him become the man he is today. His family also includes his twin brother, Caleb, his younger sister, Ellery, and his two dogs: a Boston terrier named Rosie and a blue cane corso named Nala. Outside the office, Christian enjoys the outdoors and playing basketball. He also loves listening to music, especially rock, soul and rhythm and blues.
Jacob Wagaman
Financial Advisor
From a young age, Jacob was taught the importance of serving others. After earning his Mechanical Engineering degree, Jacob and his small family moved to The Rocket City. He soon realized he could put his passion for service to work by helping people get on the right track for retirement. With the support of his amazing wife, he made the leap into the financial advising world. Now he strives to help all his clients retire with comfort and confidence.
Jacob and his wife now have five children and are proud to call Alabama home. Their homestead currently consists of a garden and a flock of chickens that seems to grow by the day. They look forward to expanding “the farm” as they learn more.
Although not the athlete he was in his younger days, Jacob still enjoys weightlifting and mixed martial arts. However, most of his time outside the office is spent having quality time with his beautiful family. He also gives back to his community by volunteering for special needs organizations and coaching high school wrestling.
