CFS* Financial Advisors
If you are a current client needing your existing Advisor’s information, please see the directory below.
Are you looking to start a partnership?
Laura Banasiewicz, CFP®
- CFS* Financial Planner
- Phone: 336.774.2808
- Locations: Peace Haven Financial Center
Dan Bernabe
- CFS* Financial Advisor
- Phone: 336.774.3703
- Locations: serving Westbrook Financial Center
Tim Bowles
- CFS* Financial Advisor
- Phone: 336.794.8499
- Locations: serving Tobaccoville Investment Office
Sam Critz, CFP®
- CFS* Financial Planner
- Phone: 336.794.7058
- Locations: serving Mt. Airy Financial Center and other counties beyond the Triad
Business CardAnthony Diffenbaugh
- CFS* Financial Advisor
- Phone: 336.774.0581
- Locations: serving Stafford Village, Yadkinville and Peace Haven Financial Centers
Tracy Duncan, CFP®
- CFS* Financial Planner
- Phone: 336.794.8466
- Locations: Clemmons Financial Center
Greg Girdis
- CFS* Financial Advisor
- Phone: 704.817.9749
- Locations: serving Davidson and Charlotte Financial Centers
John Mathews
- CFS* Financial Advisor
- Phone: 336.774.1920
- Locations: serving Kernersville, Spartan Village, Palladium and Battleground Financial Centers and other Triad counties
Ralph Miller, CFP®
- CFS* Financial Planner
- Phone: 336.774.3704
- Locations: serving Mocksville Financial Center, primarily located at Westbrook Financial Center
Brandon Vickers
- CFS* Financial Advisor
- Phone: 336.774.8384
- Locations: serving Biotech Place, King and North Patterson Financial Centers
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.
