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Chris Marshall, Wealth Advisor, Fusion Financial Group
E: [email protected]
P: (920) 282-6161
Chamber Ambassador since 2023
Chris is a Wealth Advisor with Fusion Financial Group, an independent financial planning firm. With 18 years of experience in the financial services industry, partnering with business owners, professionals, thriving families and pre-retirees to develop financial plans has become a passion of his. Chris believes the investment process starts with a solid financial plan. His goal in supporting clients is to break-down the complexity of their financial life into bite-sized chunks to prevent the planning process from being overwhelming.
His is also a certified Ramsey Solutions SmartVestor Pro, aligning his passion for educating and empowering clients to reach their goals. Chris also earned the designation of Accredited Investment Fiduciary (AIF®), a symbol of his dedication to upholding the fiduciary standard for clients. He carries the Series 7, 6, 63, and 66 securities registrations through LPL Financial and a Wisconsin Life Insurance License.
What do you most enjoy about working in the Fox Cities?
The people – my wife and I moved here from Colorado in 2015 to help care for my father in law after his stroke. Leaving our professional and personal communities behind made for a challenging transition, but the people of the Fox Cities have been so kind, welcoming, and great to work with!
Why did you become a member of the Fox Cities Chamber?
I am originally from Colorado so the Fox Cities Chamber has been a great way to network and meet awesome new people!
Please share your favorite/most impactful moment as a Fox Cities Chamber Ambassador.
I recently attended the Ribbon Cutting for the new STEM programming space, The Lab at the Children’s Museum. Having frequented the Children’s Museum with my daughters, it was exciting to see how members of our Chamber are positively impacting our community and providing engaging educational opportunities for our youth.
How do you help make the member experience an impactful experience at the Fox Cities Chamber?
I am always willing to support other members of the Chamber through active collaboration and offering different perspectives from a financial lens, whether it be personally or professionally.
Do you have any advice for someone considering joining the Fox Cities Chamber?
If you are already a member and have not tried the weekly Network builder, it is a great way to meet one-on-one and get to know a new person in the community!
