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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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, Hanes Mall + Kernersville Financial Centers
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 New Jersey Financial Center, primarily located at Clemmons Financial Center
Tracy Duncan, CFP®
- CFS* Financial Planner
- Phone: 336.794.8466
- Locations: Clemmons Financial Center
Carla Hooker, CFP®
- CFS* Financial Planner
- Phone: 336.794.8464
- Locations: serving King, Stafford Village + Mt Airy Financial Centers
Ralph Miller, CFP®
- CFS* Financial Planner
- Phone: 336.774.3704
- Locations: serving Mocksville Financial Center, primarily located at Westbrook Financial Center
Brandon Walls
- CFS* Financial Advisor
- Phone: 336.774.8384
- Locations: serving N. Patterson, Biotech Place, Peace Haven + Greensboro Financial Centers
Mark Walton
- CFS* Financial Advisor
- Phone: 336.774.8369
- Locations: serving Davidson, Clemmons + Bermuda Run Financial Centers
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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.