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™

Shelby Buchanan

Financial Advisor

Shelby Buchanan is a Financial Advisor. Previously working for a widely known broker-dealer, she obtained her Series 7 and Series 66 licenses, as well as her Financial Planning Specialist designation. She plans to continue broadening her knowledge of the financial industry for years to come.

Born and raised in Huntsville, AL, Shelby spent her college years at Troy University receiving her Bachelor’s in Fine Arts with a specialty in Dance. Shelby is passionate about learning new things, so although she has pivoted from the nature of her degree, she has loved diving into the world of financial planning and helping families plan for their retirement. She still makes time for dance, though, teaching children of all ages at her alma mater dance studio some evenings after work. Outside of the office, Shelby enjoys taking her Cavapoo Franklin on walks in Big Spring Park, playing pickleball/golf with her fiancé/friends, and helping at the dance studio. She has a philanthropic heart, spending her free time volunteering with the Junior League of Huntsville (member since 2023), serving at the Manna House, and helping with events at Burritt on the Mountain.

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