A Team Focused
Entirely On You

CFG Wealth Management’s highly skilled and
experienced team provides the sound and
independent advice that puts your
needs first and foremost.

Our Approach

CFG Wealth Management was founded out of a desire to do what we love: Working closely with clients to provide personalized financial advisory that is focused on their lives, needs, and goals. Our partners bring more than 60 combined years of experience to the practice, and you’ll find our office in Lincoln Center to be a welcoming and comfortable environment. Our goal is to make every interaction with CFG Wealth Management evoke the same feelings of comfort and confidence.

Our Team

Our Team

As a firm, we cultivate an environment of joy and generosity because we understand how it impacts everything we do and the communities we live in. True relationships are the key to that, and we are pleased to share our personal and professional backgrounds so you can get to know us better.

Christopher Busby, AIF®

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 currently competes in ultramarathons. In February 2023, Chris achieved his long-time dream of summiting Mount Kilimanjaro. 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. If you are looking for great locations to hike or backpack in the Pacific Northwest, call Chris for trail recommendations.

David Pullin, CFP®

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.

Rachael Wolfe

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 earned 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.

Rhianna Larson, CFP®

Wealth Advisor

Rhianna joined the CFG team in July 2019 and works beside Chris and Dave as an associate advisor. Rhianna obtained her FINRA Series 7 and 66 securities registrations in 2020–2021 and her CFP® designation in 2023. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Rhianna’s areas of knowledge include retirement planning, estate planning, investment planning, insurance planning, and tax planning.

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 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.

Jackie Munger

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.

Jackie, her husband, and three children continue to reside in Corvallis, Oregon. In her free time, Jackie enjoys reading, cheering on Beaver sports, watching K-dramas and Turkish television, and playing volleyball in the local city league.

Lisa Fackler

Client Service Coordinator

Lisa joined the CFG Wealth Management team in August 2021 as our client service coordinator. She previously worked in the hospitality industry.

Lisa is from New Zealand and moved to Oregon after graduating from Faith Bible College. When she is not in the office, Lisa enjoys paddle boarding, hiking, and exploring our beautiful state. She is the proud mother to three boys.

Lisa is a volunteer at the Pacific Northwest Bleeding Disorder Foundation. She enjoys participating in fundraisers and advocating for those affected with chronic diseases.

Schedule a Call

If you would like to learn more about the services CFG Wealth Management offers, please contact us and we’ll be happy to set up an appointment.

Contact Us