CFS* Financial Advisors

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Advisor Bio

Laura Banasiewicz, CFP®

  • CFS* Financial Planner
  • Phone: 336.774.2808
  • Locations: Peace Haven Financial Center

Advisor Bio

Dan Bernabe

  • CFS* Financial Advisor
  • Phone: 336.774.3703
  • Locations: serving Westbrook Financial Center

Advisor Bio

Tim Bowles

  • CFS* Financial Advisor
  • Phone: 336.794.8499
  • Locations: serving Tobaccoville Investment Office

Advisor Bio

Sam Critz, CFP®

  • CFS* Financial Planner
  • Phone: 336.794.7058
  • Locations: serving Mt. Airy Financial Center and other counties beyond the Triad

| Advisor Bio

Anthony Diffenbaugh

  • CFS* Financial Advisor
  • Phone: 336.774.0581
  • Locations: serving Stafford Village, Yadkinville and Peace Haven Financial Centers

Advisor Bio

Tracy Duncan, CFP®

  • CFS* Financial Planner
  • Phone: 336.794.8466
  • Locations: Clemmons Financial Center

vcard icon Business Card | Advisor Bio

Greg Girdis

  • CFS* Financial Advisor
  • Phone: 704.817.9749
  • Locations: serving Davidson and Charlotte Financial Centers

vcard icon Business Card | Advisor Bio

John Mathews

  • CFS* Financial Advisor
  • Phone: 336.774.1920
  • Locations: serving Kernersville, Spartan Village, Palladium and Battleground Financial Centers and other Triad counties

Advisor Bio

Ralph Miller, CFP®

  • CFS* Financial Planner
  • Phone: 336.774.3704
  • Locations: serving Mocksville Financial Center, primarily located at Westbrook Financial Center

vcard icon Business Card | Advisor Bio

Brandon Vickers

  • CFS* Financial Advisor
  • Phone: 336.774.8384
  • Locations: serving Biotech Place, King and North Patterson Financial Centers

Advisor Bio

Mark Walton

  • CFS* Financial Advisor
  • Phone: 336.774.8369
  • Locations: serving Bermuda Run and Clemmons Financial Centers
  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.