Find an Advisor

be informed. know your options.

It’s not about how much money you have; it’s about making every dollar count. Our team of CFS* advisors can work with you to create a plan to accomplish your goals.

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Map your route. Set up a complimentary, no-obligation appointment today.

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Contact an Advisor

To check the backgrounds of our financial professionals, please visit FINRA’s BrokerCheck

Video Bio

Laura Banasiewicz, CFP®
  • CFS* Financial Planner
  • Phone: 336.774.2808
  • Locations: serving Peace Haven Financial Center

Video Bio

Dan Bernabe
  • CFS* Financial Advisor
  • Phone: 336.774.3703
  • Locations: serving Westbrook + Kernersville Financial Centers

Video Bio

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

Video Bio

Sam Critz, CFP®
  • CFS* Financial Planner
  • Phone: 336.794.7058
  • Locations: serving New Jersey Financial Center

Video Bio

Tracy Duncan, CFP®
  • CFS* Financial Planner
  • Phone: 336.794.8466
  • Locations: serving Clemmons + Peace Haven Financial Centers

Jason Gallimore
  • Licensed Financial Services Specialist
  • Phone: 336.774.8369
  • Locations: serving Hanes Mall Financial Center

Carla Hooker, CFP®
  • CFS* Financial Planner
  • Phone: 336.794.8464
  • Locations: serving King Financial Center

Video Bio

Ralph Miller, CFP®
  • CFS* Financial Planner
  • Phone: 336.774.3704
  • Locations: serving Mocksville Financial Center

Brett Sneed
  • CFS* Financial Advisor
  • Phone: 336.774.2826
  • Locations: serving PeaceHaven + Stafford Village Financial Centers

Brandon Walls
  • CFS* Financial Advisor
  • Phone: 336.774.8384
  • Locations: serving N. Patterson, Biotech Place + Greensboro Financial Centers

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  • 1 *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 nondeposit investment products and services available.

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