Welcome to the family!
Cris Wallace founded WG Financial Group and works to create retirement income strategies for individuals in or nearing retirement. He aims to always offer the finest guidance and assistance in navigating today’s often challenging financial environment.
Cris Wallace, ChFC®, CFP®Owner and President
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 he is always striving to reduce costs and enhance the lives of others.
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. He 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.
Jennifer WallaceDirector of Client Relations
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 make her a valuable member of the WG Financial team.
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.
Zach DanaClient Service Specialist
A great asset to our team who constantly brings fresh ideas, Zach provides both technical and administrative support.
Zach studies finance at the University of Alabama in Huntsville and is excited to use his education to help empower our clients. In his free time, Zach’s hobbies include cars and computers.
Sterling Capital Management is a Registered* Investment Adviser and institutional money manager founded in 1970 with over $56 billion in assets under management. Sterling acts as the Chief Investment Oﬃcer for our partnered wealth management ﬁrm, AE Wealth Management. Sterling helps us choose asset allocations that seek to maximize returns and reduce risk. They also dig beneath the surface and perform an extensive and exhaustive due diligence on investment managers, helping us identify the managers with a disciplined, transparent and repeatable process versus a manager that may only oﬀer great marketing.
As of 6/30/18 Sterling employs 162 seasoned investment professionals, client service and administrative associates of which 47 have earned their Chartered Financial Analyst (CFA)** designation. They work with a variety of clients including corporations, foundations, endowments, government entities, etc. A few names you may recognize include Amazon and Adobe.
As a non-institutional investor, Sterling is not a ﬁrm that you could call directly and build a relationship with. It is through our partnership with AE Wealth Management that we get access to this ﬁrst-class organization.
Sterling helps us with:
- Manager due diligence and asset allocation
- Sharing research and analytical reporting
- Delivering market updates and commentaries
Sterling's objective investment guidance enables us to provide an investment platform that is transparent and unbiased, so we can provide you with clear investment choices.
*Registration does not imply any level of skill or training.
**The Chartered Financial Analyst® (CFA) charter is a graduate-level investment credential awarded by CFA Institute — the largest global association of investment professionals. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualiﬁed professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaﬃrm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
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