You’ve chosen the path for your life, worked toward your goals, envisioned your legacy. CFG Wealth works with accomplished business owners and their families to design and implement the wealth management plan that aims to move them to personal success. Rely on our team to craft your plan and manage all there is to do and handle.
Please click on any of the images below to learn more about each member of our dedicated team.
Partner
As a founding partner, Chris has been with CFG Wealth Management since the firm's inception in 2005. In his role as chief investment strategist, Chris oversees the firm's investment research and securities trading operations. He is also responsible for developing CFG's overall investment strategy and asset allocation models. Chris enjoys educating CFG clients about risk and how their own risk tolerance should be factored into a long-term strategy.
Previously, Chris worked for 11 years as a financial advisor at MONY, where he utilized his in-depth understanding of issues facing business owners. He earned a BA in international studies from Portland State University. As an Accredited Investment Fiduciary® (AIF®), Chris possesses a thorough understanding of legislative issues, fiduciary best practices, and a commitment to the standards of investment fiduciary excellence
Like other CFG Wealth Management associates, Chris is actively involved in the local community. To show his appreciation for the extraordinary medical care his wife, Liz, received when their first son was born, Chris served for 12 years as a board member and investment committee member for the Meridian Park Medical Foundation. His passion for health care issues also extends overseas. Chris served as a volunteer in Uganda, helping to establish a mobile hospital that provided much-needed medical care to several thousand people. He and his family have traveled to Rwanda, where they sponsor multiple children. Their sponsorship provides for education, nutrition, and health care for their sponsor children and families.
During their free time, Chris and Liz enjoy watching their two sons participate in many activities, such as sports and music. Chris is an avid trail runner and is currently competes in ultra-marathons. Chris and his sons enjoy long backpacking adventures in the mountains, including trips on the Pacific Crest Trail and 12-day trips in the Southern Rockies. In 2022, Chris will be climbing Mt. Kilimanjaro, the tallest mountain in Africa. If you are looking for great locations to hike or backpack in the Pacific Northwest, call Chris for trail recommendations.
Partner
As a founding partner, Dave has been with CFG Wealth Management since the firm’s inception in 2005. He works closely with CFG clients to ensure that they are on track to meet their long-term financial goals. Previously, Dave worked as an investment adviser at Equitable, with a focus on financial planning and retirement. His career began there on October 1, 1986, the 30th anniversary of his mentor, and father, Don Pullin.
As a CERTIFIED FINANCIAL PLANNER™ professional, Dave is held to the highest ethical and educational standards. Every two years, 30 hours of continuing education is required, including two hours of Code of Ethics review. Dave graduated from the Wharton School’s Executive Program in Retirement Planning and holds a degree in business administration from Lewis and Clark College.
Currently, Dave supports Portland-area charitable causes. He has served on the board of Road to Hope, a faith-based non-profit maternity home that provides for the needs of young women and their babies caught in the cycle of abuse, poverty, and neglect. He also supports Every Body Athletics, which is committed to creating a lasting impact on the physical, social, and emotional well-being of adults with disabilities through inclusive group exercise.
Operations Manager
Rachael joined the CFG Wealth Management team in May 2016 and is currently working as the operations manager. Rachael works closely with our new and existing clients, as well as working with 401(k) plans. She helps to process client requests and maintain the efficiency of the office, as well as other HR-related duties. Prior to working at CFG, Rachael worked in the banking industry for more than four years. She has been able to combine her knowledge and experience to pursue her aspirations of helping others achieve financial security.
Rachael is a Portland native as well as an alum of Portland State University, where she achieved her BS in sociology, minoring in business administration. Rachael spends most of her time with her husband and their two boys. Rachael and her family enjoy spending time at the local lakes, the Oregon Coast, exploring hikes in the Gorge, and traveling to Arizona to enjoy the nice weather.
Wealth Advisor
Rhianna joined the CFG team in July 2019 and is currently working with Chris Busby as an associate advisor. She helps run Chris’ practice on the back end and enjoys being part of client meetings on the front end. Rhianna obtained her FINRA Series 7 and 66 securities registrations in 2020–2021 and is excited to have Chris as her mentor while transitioning to an advisory role.
Rhianna moved from Colorado to Oregon to attend Lewis and Clark College and graduated with a BA degree in economics and a minor in mathematics. She has always worked in the service industry and wanted a career that allowed her to work with people. Rhianna has found her niche in the investment-facing world alongside creating long-term relationships with clients. She is passionate about the finance industry and helping others utilize planning strategies as an opportunity to reach their goals.
When Rhianna takes time off, she likes to travel. She has traveled all over Europe, and her favorite countries thus far are Croatia and Iceland. Rhianna also enjoys going on walks by the SW waterfront, spending time with her two Ragdoll cats, and trying new Portland brunch spots with her fraternal twin sister.
Customer Relationship and Marketing Manager
Jackie joined the CFG team as the marketing coordinator in June 2018. Previously, she was a member of the CFG team from 2005 to 2011 as the firm’s office manager, before relocating to Corvallis with her family.
Raised in the Seattle area, Jackie moved to Idaho and earned her bachelor’s degree in School and Community Health Education from the University of Idaho, where she met her husband, Matt. They moved to Oregon City in 2004, where she started work as an administrative assistant to Chris Goetz.
Jackie, her husband, Matt, and three children, Owen, Allison, and Reece, continue to reside in Corvallis, Oregon. In her scant free time, Jackie enjoys reading, cheering on Beaver sports teams, watching Turkish television series, and hiking the many trails and forests around the Willamette Valley. Jackie plays volleyball in her local city league and is active in her local church, where she also works part-time as their administrator.