CEO & Wealth Advisor
Chris works closely with individuals, families, and business owners to develop investment strategies and comprehensive financial plans tailored to their long-term goals. His work spans retirement planning, wealth transfer, business succession, and helping clients navigate life’s most important financial decisions with confidence.
Chris believes successful advisory relationships are built on trust, thoughtful communication, and disciplined long-term planning.
President & Wealth Advisor
Tucker works with clients on investment management, financial planning, tax-aware wealth strategies, estate planning coordination, and long-term family wealth planning. As a member of the firm’s Investment Committee, he helps guide portfolio strategy through disciplined research, due diligence, and independent analysis.
He enjoys helping clients simplify complex financial decisions and coordinating with attorneys, CPAs, and other professionals to ensure every aspect of a client’s financial life is working together toward the same objectives.
Exceptional client service doesn’t happen by accident. It happens because experienced professionals are focused on making every interaction organized, responsive, and seamless.
Office Manager & Client Experience Director
Since joining US Advisory Group in 2015, Mary has become an indispensable part of the firm and one of the first people many clients come to know.
As Office Manager, she keeps the firm running smoothly behind the scenes while ensuring clients receive prompt, thoughtful service every day. Whether coordinating client requests, managing office operations, or helping keep countless moving pieces on track, Mary brings professionalism, warmth, and an unwavering commitment to doing things the right way.
Her attention to detail and genuine care for clients make her an invaluable member of the US Advisory Group team.
Client Service & Scheduling Coordinator
Kim helps ensure every client relationship begins with exceptional communication and organization.
She proactively coordinates client meetings, manages scheduling, and helps keep advisors and clients connected throughout the year. Having been part of the firm in various capacities for many years, she brings a deep understanding of both the business and the people we serve.
Clients often hear from Kim first when it’s time for a review meeting, and her friendly, organized approach helps every interaction run smoothly from start to finish.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through US Advisory Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
