Please note our Huntsville office has moved to 305 Quality Circle NW Suite B, Huntsville, AL 35806. New Phone Number: 256-217-9909
Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Cris Wallace, CERTIFIED FINANCIAL PLANNER™

WG Financial Group Logo

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

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.

CFP

Richard Constantine, CFP®

Financial Advisor

A two-time graduate of Western Kentucky University, Richard studied Finance and Data Analytics during his undergraduate (2020) and obtained his MBA with a concentration in Data Analytics (2021). He joined WG Financial in 2023 after spending time as an investment advisor with a nationally recognized broker-dealer and RIA. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.

After moving back to his hometown of Huntsville, Richard has enjoyed experiencing the growth the area has seen since he has been gone. A former Western Kentucky University baseball player, he enjoys spending days outside or around sports. Richard is a youth hockey referee in Huntsville and volunteers with Miracle Baseball League. Richard is also an active member and volunteer with Burritt on the Mountain. Finally, he enjoys spending time with friends and family and his Cavapoo named Franklin.

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.
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 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.

Jennifer Wallace

Operations
Director

Alissa Bauman

Alissa Bauman​

Client Onboarding
Specialist

Casey Stout

Front Office Operations
Manager

Levi Sheffield

Planning Support
Specialist

Caleb Wallace

Digital Marketing
Intern

Christian Wallace

Insurance Professional

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

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.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

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.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. Your Retirement Matters on WVNN & WBHP are paid placements. 1897462-1/24