Meet Your Financial Planning Team
At Fusion Financial Group, we partner with you, helping you toward your financial goals throughout your life.
What does financial planning mean to us? We help you set your goals, develop an action plan, identify ways to overcome obstacles and assess your progress over time.
We help you unlock and maximize your financial potential through focused, goal-oriented and clear communication along your journey. And we help guide you and your money by fostering a relationship with you centered around a positive, enthusiastic and supportive process that considers your past, your here and now and your future.
Keri Pugh, CFP®, AIF®Founder & Wealth Advisor
Coaching Focus: Thriving Families & Womenview profile
Chris Marshall, AIF®Wealth Advisor
Coaching Focus: Business Owners & New Investorsview profile
Kelly MeyersClient Relations Managerview profile
Grace CollinsAdministrative Assistantview profile
Imoni TullLPL Marketing Consultantview profile
Mike PughLPL Branch Managerview profile