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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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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, Hanes Mall + Kernersville Financial Centers

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 New Jersey Financial Center, primarily located at Clemmons Financial Center

Advisor Bio

Tracy Duncan, CFP®
  • CFS* Financial Planner
  • Phone: 336.794.8466
  • Locations: Clemmons Financial Center

Advisor Bio

Carla Hooker, CFP®
  • CFS* Financial Planner
  • Phone: 336.794.8464
  • Locations: serving King, Stafford Village + Mt Airy Financial Centers

Advisor Bio

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

Advisor Bio

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

Advisor Bio

Mark Walton
  • CFS* Financial Advisor
  • Phone: 336.774.8369
  • Locations: serving Davidson, Clemmons + Bermuda Run Financial Centers

Leader Recognized as a Top Program Manager

Steve Franke, program manager for Allegacy Investment Group, through (CFS*), has been honored by Bank Investment Consultant magazine as one of the Top Bank Program Managers in the country.

Disclosures

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    *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.