Chris Cushman

Chris Cushman,
CFP®, CKA®

Wealth Advisor,
Managing Member, OSJ

Education

  • Bachelor of Science in Industrial Engineering, Georgia Institute of Technology

Designations

  • Certified Financial Planner, CFP®
  • Certified Kingdom Advisor, CKA®

Affiliations

  • Kingdom Advisors 
  • Convene Christian Business Forum
  • Iron Forums

What events led you to this career?

The following Venn diagram reflects some key aspects of my personality and how I’m wired. I wanted to help people; I feel called to the area of finance (the passion was recognized as I examined what I read and researched in my free time); God has gifted me with the skills of math, problem solving, and listening. This position allows all of these desires to intersect, every day!

legacy financial planning

What do you enjoy most about what you do?

I love seeing the increased clarity and hope of clients that leads to their increased joy! Our Legacy team is amazing, and I’m blessed to interact with them daily.

What’s a professional accomplishment you’re proud of?

When clients share their stories that they did something or took action on something they have been hesitant about doing because they aren’t living in confusion or fear anymore.  

Clientele

I have the privilege of working with some great people—mostly retirees or individuals close to retirement, corporate leaders, and business owners chasing big goals.

Family Info

I’m married to Tracie and we have two children, Elijah and Ellie. We attend The Vine Community Church in Cumming, GA and currently I help coach my son’s baseball team. 

What are your interests outside of work?

I most enjoy golf and F3 workouts. Most of my time is invested in small family adventures!

What’s your favorite book, movie, or podcast?

I enjoy all types of business and personal development books, but our children make most of our movie choices at present! 

Why should someone work with Legacy?

The staff at Legacy really care about our clients. We’ve seen clients enjoy more clarity, freedom and joy throughout the years and my desire is for as many people to experience that as possible. 

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What Financial Challenges Do You Face?

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