Financial Advisor Directory

If you are a current client needing your existing Advisor’s information, please see the directory below.

Not yet working with a Financial Advisor?

Find an available Advisor

CFS Financial Advisors

photo of Laura Bansaeiwicz, Investment Group Advisor

Laura Banasiewicz

Senior Wealth Advisor, CFP®, CRPC

Contact Laura

Dan Bernabe

Dan Bernabe

Senior Financial Advisor

Contact Dan

photo of Tim Bowles, Investment Group Advisor

Tim Bowles

Senior Financial Advisor

Contact Tim

photo of Sam Critz, Investment Group Advisor

Samuel E. Critz, Jr., CFP®, RICP

Senior Wealth Advisor, CFP®, RICP®

Contact Samuel

photo of Anthony Diffenbaugh, Investment Group Advisor

Anthony Diffenbaugh

CFS* Financial Advisor

Contact Anthony

photo of Tracy Duncan, Investment Group Advisor

Tracy Duncan

Senior Wealth Advisor, CFP®

Contact Tracy

photo of John Mathews, Investment Group Advisor

John Mathews

CFS* Financial Advisor

Contact John

photo of Ralph Miller, Investment Group Advisor

Ralph Miller

Senior Financial Advisor, CFP®

Contact Ralph

Patrick O'Claire

Patrick O’Clair

Virtual Financial Advisor

Contact Patrick

Mark Walton

Mark Walton

CFS* Financial Advisor

Contact Mark

Disclosures

* 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.