Check the background of this financial professional on FINRA's BrokerCheck.

These professional advisors are experienced at helping individuals and families build financial plans to meet the changing needs in their lives. It’s not about how much money you have; it’s about helping you make every dollar count towards realizing your dreams.

Chris Austin | 336.774.3712 | Video Bio
336.774.3714
Clemmons & Westbrook Financial Centers


Laura Banasiewicz, CFP®  | 336-774-2808 | Video Bio
Assistant: Marty Motsinger | 336-774-2750
Peace Haven Financial Center


Dan Bernabe | 336.774.3703 | Video Bio
Kernersville, Stafford Village & Hanes Financial Centers

Tim Bowles |  336-794-8499 |  Video Bio
Assistant: Andrea Lawson | 336-794-7091
Tobaccoville Investment Office


Sam Critz, CFP® | 336.794.7058 | Video Bio
Assistant: Jen Gibson | 336.774.1694
New Jersey & Clemmons Financial Centers

Jeff Dierksheide  | 336-774-8366
Peace Haven & King Financial Centers

Tracy Duncan, CFP®
|  336-794-8466 | Video Bio

Assistant: Caroline Georgiadis | 336-774-2745
Clemmons & Peace Haven Financial Centers


Jason Gallimore | 336.774.8369

Financial Specialist
Hanes Mall Financial Center


Ralph Miller, CFP® | 336.774.3704 | Video Bio
336.774.3714
Westbrook, Davidson & Mocksville Financial Centers


Brandon Walls | 336.774.8384 
Financial Specialist
N. Patterson, Biotech, Greensboro Financial Centers


Need Assistance? 336.774.3484
We can also schedule virtual meetings or phone meetings.

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.


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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
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. 

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. ©2014 Allegacy Federal Credit Union.

CUSO Financial Services, L.P. and its representatives do not offer tax advice. For such advise, please contact a tax professional. 

 
 


Check the background of this financial professional on FINRA's BrokerCheck.