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

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 holistic financial and retirement planning. 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, 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.

Insurance products are offered through the insurance business WG Insurance Services. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by WG Insurance Services are not subject to Investment Advisor requirements. AEWM and WG Insurance Services are not affiliated companies.

Graham Bauer

Graham Bauer​

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 who is studying communications at 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.

Jennifer Wallace

Operations Director

Alissa Bauman

Alissa Bauman​

Client Onboarding Specialist

Casey Stout

Planning Support Specialist

Levi Sheffield


Christian Wallace

Insurance Professional