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
Assistant: Candace Dowd | 336.774.3714
North Patterson & BioTech Place Financial Centers

Laura Banasiewicz, CFP®  | 336-774-2808 | Video Bio
Assistant: Marty Motsinger | 336-774-2750
Peave Haven, FC Financial Centers

Dan Bernabe | 336.774.3703 | Video Bio
Assistant: Shannon Landreth | 336-774-2684
Kernersville, Hanes Mall & Stafford Village Financial Centers

Tim Bowles |  336-794-8499 |  Video Bio
Assistant Andrea Lawson | 336-794-7091
Tobaccoville & North Patterson, FC Financial Centers

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

Tracy Duncan, CFP® |  336-794-8466 | Video Bio
Assistant: Caroline Georgiadis | 336-774-2745
Clemmons, FC Financial Centers

Ralph Miller, CFP®
| 336.774.3704 | Video Bio

Assistant: Candace Dowd | 336.774.3714
Westbrook Plaza, Parkway Plaza & Mocksville Financial Centers

Jeff Dierksheide  | 336-774-8366
Peace Haven, Greensboro, Charlotte, Davidson Financial Centers

Merrill Shaw | 336.794.7094 | Video Bio
Assistant: Andrea Lawson | 336.794.7091
Tobaccoville, Davidson &
King Financial Centers

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

 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.